ABOUT BUILDER: At this time, Builder is available to selected pilot customers only. However, all customers will be able to access Builder soon. To learn more about this new product, contact your customer success manager or submit a Customer Support ticket. Information in this article may still be in development.
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). | |
| 2. Install and set up the Builder Word Designer add-in (if it's not already). | |
| 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. | |
4a. If you add any of these 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. | |
| 5. Automate the template(s). | |
| 6. Test generate documents from the template(s) to make sure the automation creates viable documents. | |
| 7. Add the template(s) to the matter type. | |
| 8. Generate documents for a specific matter or client. |
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