Document Automation University
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- Getting the most from Document Automation University
- Ultimate Cheat Sheet
Section 1: Process and Tool Overview

The Document Process: Collect, Send, Build, Deliver
Formstack Forms : Introduction
Formstack Forms : Basics of Building Forms
Formstack Forms : Smartlists and Multi-Selects Fields
Formstack Forms : Connecting the Formstack Documents API
Formstack Documents : Introduction
Formstack Documents : Getting Familiar
Formstack Documents : Getting Started with Merge Tags
Formstack Documents : Data Routes Explained
Airtable : Introduction
Airtable : Bases and Tables
Airtable : Data Relationships with Linked Records
Airtable : Easy data collection with Forms
Airtable : Getting your data out of Airtable
Section 2: Certificate

Certificate Overview
Certificate : Setup and Merging with Formstack Documents
Certificate : Merging with Formstack Forms
Certificate : Merging with a CSV
Certificate : File Download
Section 3: Service Sheet

Service Sheet : Overview
Service Sheet : Setting up the Document
Service Sheet : Setting up the Build Phase
Service Sheet : Setting up the Collect Phase
Service Sheet : Setting up the Send Phase
Service Sheet : Multi-Select Data Modification
Service Sheet : File Download
Section 4: Trading Card

Trading Card : Overview
Trading Card : Setting up the Document
Trading Card : Setting up the Build Phase
Trading Card : Setting up the Collect Phase
Trading Card : Setting up the Send Phase
Trading Card : File Download

Certificate Overview

Collect

Formstack Document
CSV

Send

Formstack Documents

Build

Formstack Documents

Deliver

Email (via Formstack Documents)