Solution

• Apps

• Solution Overview
• Solution Owners and Authors
• Versioning Solutions
• Testing Team
• Publish a Solution Version
• Deploy a Solution

Project Team

• Project Team Overview
• Create a Project Team
• Project Team: Manage Solutions
• Add Project Team Members
• Project Team User Permission Levels
• Global Project Team

Studio Fundamentals

• Property Editor
• Studio Headers and Block Descriptions
• Variables
• List of Meta Variables
• Operators
• Conditions

Data Capture

• Form Block

• START Block
• LIST Block
• TABLE Block
• YN Block
• TRANSCRIPT Block
• SECTION Block

Logic, Calculation and Output Functions

• JavaScript

• Decision Table Block
• MERGE Block
• FILTER Block
• LOOP Block
• COMP Table Block

Document Automation

• Redlining (Document Negotiation)
• Checkbox Word Add-In
• Rich Style Document

• EMAIL Block

E-Signature Automation

• E-Sign Block
• E-Signature Tags in a Document
• E-Signature Status on Custom Dashboard
• Project Team: Download Signed Documents
• Project Team: E-Signature Account Configuration
• E-Signature Limitations

Workflow Automation

• General (Workflow)
• Sending For Approval
• Assign User
• Workflow Administration

• Custom Status Block
• Parallel Workflow

Dashboard

• Dashboard Overview
• Widget Overview
• Widget: List View
• Widget: Bar Charts
• Widget: Pie Charts
• Widget: Line Charts

Automation

• Import Assessment Data
• Export Assessment Data

Databases

• Database Overview
• DATABASE Block
• Database permissions

User Management and Access Controls

• Configure SAML SSO for OKTA
• Configure SAML SSO for Azure Active Directory (AAD/ADFS)
• Role Configuration
• Controlling end user access and permissions to Apps
• White Labelling Configuration
• User Management

Integrations

• LawVu integration
• Xakia integration
• Enable Adobe Sign Integration
• Enable DocuSign Integration