WEDNESDAY, OCTOBER 1 | 3:30 pm (et)/12:30 PM (pt)
Document Builder Deep Dive: Creating Smarter, Stronger Documents
ABOUT THIS MASTER CLASS
This advanced session dives deeper into SimpliGov’s Document Builder, designed for users who are already comfortable with the basics and want to maximize the tool’s potential. Participants will learn best practices for creating complex, dynamic documents that adapt to workflow data, including advanced merge fields, conditional logic, formatting techniques, and multi-document generation. The training will also cover troubleshooting common issues, optimizing templates for efficiency, and strategies to ensure documents meet compliance and accessibility standards. By the end of the session, attendees will have the knowledge to design robust, professional-grade documents that enhance both internal processes and customer experiences.
Important note: this master class only has 20 seats available. If it is full, you’ll be added to a waitlist for a future session on the same topic.
What you’ll learn:
- How to use advanced merge fields and conditional logic to create dynamic, customized documents.
- Techniques for formatting and structuring templates for maximum clarity and professionalism.
- Best practices for multi-document generation within a single workflow.
- Strategies to troubleshoot and resolve common document issues efficiently.
- Tips for ensuring documents meet compliance, accessibility, and user experience standards.
Who should attend:
This session is for experienced SimpliGov users who want to advance their Document Builder skills. It is ideal for workflow designers, administrators, and power users looking to create dynamic, compliant, and professional documents that streamline processes.