NetDocuments Pattern Builder: Deep Dive скачать в хорошем качестве

NetDocuments Pattern Builder: Deep Dive

Learn how NetDocuments Pattern Builder works, how to build automated intake forms, generate documents, use data tables, and integrate with your existing workflows. In this deep dive, we walk through the full Pattern Builder experience—from the Word add-in to data tables, conditional fields, questionnaires, document coding, and how firms use Pattern Builder to automate proposals, engagement letters, estate planning documents, and more. You’ll also see Pattern Builder compared to HotDocs, ExpressDocs, and other document assembly tools, and learn where Pattern Builder fits into your NetDocuments + Microsoft 365 architecture. This session includes live walkthroughs, real examples, and answers to common questions asked by NetDocuments users. Timestamps 00:00 – Welcome, agenda, and NetDocuments updates (announcements, Outlook 2.1 add-in, 2024 web refresh, Optiable events, Office Hours, and NetDocs Tips blog) 05:45 – Introducing Pattern Builder (and Pattern Builder Max) 07:56 – What Pattern Builder actually does (document generation & use cases) 10:07 – Pricing, competitors, and when to consider Pattern Builder 12:04 – Legacy tools: HotDocs & ExpressDocs examples 16:23 – Pattern Builder in action: building an intake and generating a proposal 22:02 – Pattern Builder setup in NetDocuments (repository, apps, Word add-in) 24:06 – Designing forms and variables in Pattern Builder 28:28 – Data Tables: reusing data and integrating with systems like Clio 30:23 – Templates, complexity, and when to get help from a consultant 31:48 – Inside a Pattern Builder template in Word (low-code setup) 34:09 – Q&A highlights: permissions, templates, secure links, and automation strategy 38:21 – Is Pattern Builder worth it? Economics, ROI, and final thoughts To Learn More ============ Visit Optiable website: https://optiable.com Get tips about using NetDocuments: https://optiable.com/netdocs-tips/