Builder Workflow Outline

Modified on Thu, 15 May at 2:10 PM

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.	Merge Fields Overview Viewing the List of Actionstep Merge Fields Participant Custom Data Overview About Custom Matter Data and Data Collections Creating a Data Collection for a Matter (Admin)
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.	Syncing Changes in Actionstep with Builder (Admin) Creating a Builder Catalog Model and Associating It with a Matter Type
5. Automate the template(s).	Understanding How Actionstep Data is Used in Builder Creating a New Builder Template Automating a Builder Template Editing a Builder Template File Creating Builder 'Apps' to Use When Generating Documents
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