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

• 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)

Introduction to Actionstep Builder

1. This video introduces you to Actionstep Builder. Additional help: About Actionstep Builder	2. This video talks about how data stored in Actionstep can be used in 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

1. This video covers how to view the Builder Online Workspace. Additional help: Accessing the Builder Online Workspace	2. This video shows you the different tabs and views of the Builder Online Workspace. Additional help: Getting to Know Builder's Online Workspace
3. This video teaches you how sync data you add in Actionstep with Builder. Additional help: Syncing Changes in Actionstep with Builder (Admin)	4. This video covers creating catalogs in Builder and then syncing them to your Actionstep matter types. Additional help: Creating a Builder Catalog Model and Associating It with a Matter Type
5. This video shows you how to organize templates in an app that can be used to generate documents. Additional help: Creating Builder 'Apps' to Use When Generating Documents	6. Learn how to test your automation while building your templates in this video. Additional help: Test Generating a Document in Builder
7. This best-practices video introduces you to object models and variables—a core component of Builder. Additional help: Understanding How Actionstep Data is Used in Builder and Understanding and Using Object Models and Object Variables in 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 Additional help: Changing the Look of a Builder Interview

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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. Additional help: Setting Up Actionstep Builder (Admin)	2. Learn how to open and edit a template using the Word add-in in this video. Additional help: Launching the Builder Word Designer
3. Learn about the different parts of the Builder ribbon and Word Designer in this video. Additional help: Getting to Know the Builder Ribbon and Word Designer	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. Additional help: Understanding and Using Object Models and Object Variables in Builder	2. Learn about the differences between Builder variables and Actionstep merge fields. Additional help: Understanding How Actionstep Data is Used in Builder
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. Additional help: About Formatting Answers in Builder	4. This video shows you to how to replace text in a template with a variable. Additional help: Creating Builder Variables (see the section "Inserting Variables in a Template")
5. This video takes a deeper look at formatting users answers in the document. Additional help: About Formatting Answers in Builder	6. Use this video to learn how to incorporate your non-list data collections in Builder. Additional help: Creating Builder Variables
7. This video shows you how to use your list-based data collections in Builder. Additional help: Creating Builder Variables	8. This video teaches you how to use participant type variables in Builder. Additional help: Creating Builder Variables
9. This video teaches you how to test conditions within  a list and update document text accordingly.	10. This video shows you how to create a list of participants on the matter to then select from when generating the document.

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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. Additional help: Using If and List Instructions	2. This video teaches you how to use an else if instruction to test for multiple conditions. Additional help: Using If and List Instructions
3. Learn how to create a list-based data collection in Builder in this video. Additional help: Using If and List Instructions	4. Learn how to insert a list of answers in a template, rather than just a single answer. Additional help: Using If and List Instructions
5. Learn the basics of creating formulas in Builder in this video. Additional help: Creating Formulas in Builder	6. This video shows you a specific formula you can use to calculate fees. Additional help: Creating Formulas in Builder
7. This video shows you how to change the format of numbers inserted in your completed document. Additional help: Creating Formulas in Builder	8. This video shows you how to create a custom formula to display a child to client relationship. Additional help: Creating Formulas in Builder
9. This is part 1 of a lesson on displaying participant lists in an interview. Additional help: Creating Formulas in Builder	10.  This is part 2 of a lesson on displaying participant lists in an interview. Additional help: Creating Formulas in Builder
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. Additional help: Inserting Other Word Documents into a Builder Template	2. Learn how to insert other Word templates in the document's header. Additional help: Inserting Other Word Documents into a Builder Template
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. Additional help: Format Variable Prompts and Layout Text in Builder and Changing the Look of a Builder Interview
5. This video shows you how to adjust the layout of an interview to accommodate multiple templates. Additional help: Changing the Look of a Builder Interview

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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. Additional help: Creating Builder 'Apps' to Use When Generating Documents	2. In this video, learn how to associate an interview app with a matter type in Actionstep. Additional help: Associating Builder Templates with a Matter Type (Admin)
3. Learn how to assign permissions to other Builder users in this video. 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.

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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