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:

• Getting Started with 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)

Getting Started with Actionstep Builder

1. This video covers how to view the Builder Online Workspace.	2. This video shows you the different tabs and views of the Builder Online Workspace.
3. This video teaches you how sync data you add in Actionstep with Builder.	4. This video covers creating catalogs in Builder and then syncing them to your Actionstep matter types.
5. This video shows you how to organize templates in an app that can be used to generate documents.	6. Learn how to test your automation while building your templates in this video.
7. This best-practices video introduces you to object models and variables—a core component of Builder.	8. This video introduces you to some best practices for naming variables, templates, and formulas.
9. This video provides some best-practice tips on creating formulas.	10. Learn how to design the way your interview looks and works in this video

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Installing and Using the Builder Word Add-In

1. This video introduces you to basic if instructions, which are used to test conditions in a template.	2. Learn how to open and edit a template using the Word add-in in this video.
3. Learn about the different parts of the Builder ribbon and Word Designer in this video.	4. In this video, learn how to apply Builder-specific formatting (like colors and shading) to Builder fields.

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Working with Variables and Data Fields

1. This video shows you how object models and variables work in Builder.	2. Learn about the differences between Builder variables and Actionstep merge fields.
3. This video shows you how to format a user's answer (e.g., making the text all uppercase) and shows you resources to learn what formats are available.	4. This video shows you to how to replace text in a template with a variable.
5. This video takes a deeper look at formatting users answers in the document.	6. Use this video to learn how to incorporate your non-list data collections in Builder.
7. This video shows you how to use your list-based data collections in Builder.	8. This video teaches you how to use participant type variables in Builder.
9. This video teaches you how to test conditions within  a list and update document text accordingly.

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Advanced Document Automation Techniques (Ifs, Lists, and Formulas)

1. This video introduces you to using if instructions, which are you used to change text conditionally.	2. This video teaches you how to use an else if instruction to test for multiple conditions.
3. Learn how to create a list-based data collection in Builder in this video.	4. Learn how to insert a list of answers in a template, rather than just a single answer.
5. Learn the basics of creating formulas in Builder in this video.	6. This video shows you a specific formula you can use to calculate fees.
7. This video shows you how to change the format of numbers inserted in your completed document.	8. This video shows you how to create a custom formula to display a child to client relationship.
9. This is part 1 of a lesson on displaying participant lists in an interview.	10.  This is part 2 of a lesson on displaying participant lists in an interview.
11. Learn in this video how include text in an interview that can warn or guide the user.	12. This video shows you how to use one interview to generate multiple custom documents.

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Managing Document Branding and Customization 

1. This video shows you how to create and upload letterhead templates.	2. Learn how to insert other Word templates in the document's header.
3. This video teaches you how to use custom branding in a template.	4. Learn how to organize and change the layout of fields in an interview.
5. This video shows you how to adjust the layout of an interview to accommodate multiple templates.

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Testing and Deploying Templates 

1. This video shows you how to create an app for displaying all of your related templates' interviews.	2. In this video, learn how to associate an interview app with a matter type in Actionstep.
3. Learn how to assign permissions to other Builder users in this video.

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Start-to-Finish Template Automation

These are longer form videos that take you through a more involved automation process.

1. This is part 1 in a video where you will learn how to create a will template.	2. This is part 2 of a video where you will learn how to create a will template.
3. This is part 3 of a video where you will learn how to create a will template.	4. This video provides a deep-dive explanation of how object models and variables work in Builder.

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