What's Available
This video library contains short videos that can help you learn how to use Actionstep Builder. Videos are organized into the following sections:
- Introduction to Actionstep Builder
- Installing and Using the Builder Word Add-In
- Working with Variables and Data Fields
- Advanced Document Automation Techniques (Ifs, Lists, and Formulas)
- Managing Document Branding and Customization
- Testing and Deploying Templates
- Start-to-Finish Template Automation (These are longer videos that show more of the full process)
TIP: Clicking the thumbnails below will launch the video on a new browser tab.
Introduction to Actionstep Builder
![]() Additional help: About Actionstep Builder | ![]() Additional help: Understanding How Actionstep Data is Used in Builder |
![]() 3. This video defines how templates, variables, and apps all work together in Builder. Additional help: Creating a New Builder Template, Creating Builder Variables, Creating Builder 'Apps' to Use When Generating Documents |
Getting Started with Actionstep Builder
Additional help:Accessing the Builder Online Workspace | Additional help: Getting to Know Builder's Online Workspace |
Additional help:Syncing Changes in Actionstep with Builder (Admin) | Additional help: Creating a Builder Catalog Model and Associating It with a Matter Type |
Additional help:Creating Builder 'Apps' to Use When Generating Documents | Additional help: Test Generating a Document in Builder |
Additional help: Understanding How Actionstep Data is Used in Builder and Understanding and Using Object Models and Object Variables in Builder | |
Additional help:Changing the Look of a Builder Interview |
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Installing and Using the Builder Word Add-In
Additional help:Setting Up Actionstep Builder (Admin) | Additional help: Launching the Builder Word Designer |
Additional help:Getting to Know the Builder Ribbon and Word Designer | ![]() |
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Working with Variables and Data Fields
Additional help: Understanding and Using Object Models and Object Variables in Builder | Additional help: Understanding How Actionstep Data is Used in Builder |
Additional help: About Formatting Answers in Builder | Additional help: Creating Builder Variables (see the section "Inserting Variables in a Template") |
Additional help: About Formatting Answers in Builder | Additional help:Creating Builder Variables |
Additional help: Creating Builder Variables | Additional help: Creating Builder Variables |
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Advanced Document Automation Techniques (Ifs, Lists, and Formulas)
Additional help:Using If and List Instructions | Additional help:Using If and List Instructions |
Additional help:Using If and List Instructions | Additional help:Using If and List Instructions |
Additional help:Creating Formulas in Builder | Additional help:Creating Formulas in Builder |
Additional help:Creating Formulas in Builder | Additional help:Creating Formulas in Builder |
Additional help:Creating Formulas in Builder | Additional help:Creating Formulas in Builder |
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Managing Document Branding and Customization
Additional help:Inserting Other Word Documents into a Builder Template | ![]() Additional help:Inserting Other Word Documents into a Builder Template |
![]() | ![]() Additional help:Format Variable Prompts and Layout Text in Builder and Changing the Look of a Builder Interview |
Additional help:Changing the Look of a Builder Interview |
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Testing and Deploying Templates
Additional help:Creating Builder 'Apps' to Use When Generating Documents | Additional help: Associating Builder Templates with a Matter Type (Admin) |
Additional help: Adding Users to Actionstep Builder |
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Start-to-Finish Template Automation
These are longer form videos that take you through a more involved automation process.
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