Course Content
Docs
Streamline document creation and management with the Docs module! Save time, reduce mistakes, and eliminate frustration. Simplify workflows, collaborate seamlessly, and complete agreements faster. Become more effective on your project with reusable "Units of Thought" and an approval workflow. Learn how in this video series!
0/15
Intro to Docs Module
02:00
Project Templates (like EIR, PIR, BEP)
02:04
Import Word Docs
01:42
Create AI-Powered Documents
01:43
Control Document Access
01:10
Automate Your Document Structure
02:17
Assign Document Responsibilities
01:22
Editing Document Sections
01:58
AI Features to “Write My Section”
02:15
Using SmartFields
01:45
Adding Videos and Multimedia in iFrames
01:55
Add Simple Tables
02:04
Export to PDF + eSignature
01:53
Assignment 📄
One Quiz Question 😃
Scope
0/1
Setting bSDD for Classifications and Properties
02:06
Verify
General
Basics
Join the conversation
Previous
Next
0% Complete

Pin It on Pinterest

Create an Account
- or -
By signing up, you acknowledge that you have read, understood, and agreed to the Terms of Service.