This article covers information about Builder, Actionstep's document automation add-on. To learn more, click here or contact your Actionstep customer success manager or account executive.
When working with Builder, the following outline can help you manage an automation project from start to finish:
| Task | Helpful Links |
|---|---|
| 1. Enable Builder (if it's not already). | Setting Up Actionstep's Builder (Admin) |
| 2. Install and set up the Builder Word Designer add-in (if it's not already). | Setting Up Actionstep's Builder (Admin) |
| 3. Identify the documents you want to automate and determine which matter types they will be associated with. | |
| 4. Review the matter types to make sure the data you need in your document set has corresponding merge fields, custom data fields, and data collections already created. If data is missing, create these fields now. | |
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4a. If you add any of new fields to Actionstep, sync Actionstep with Builder so this data will be available in Builder. 4b. Once you sync Actionstep with Builder, create new catalogs based on the new matter types you've added to Actionstep. |
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| 5. Automate the template(s). | |
| 6. Test generate documents from the template(s) to make sure the automation creates viable documents. | Test Generating a Document in Builder |
| 7. Add the template(s) to the matter type. | Associating Builder Templates with a Matter Type (Admin) |
| 8. Generate documents for a specific matter or client. | Generating a Completed Actionstep Builder Document |
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