Free Help Wednesdays: DocGen Basics
[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help, Optimizers Jasmine and Danielle went over the basics of DocGens in Filevine. They covered where to place put your DocGens template widget with the Customs Editor, how data gets pulled in that is client or project-specific, and how to generate your documents.
Previous
Free Help Wednesdays: Fusions
Next