Everything you need to learn how to use the App Builder. The Help Guide is comprised of articles and videos grouped together by theme.
Blocks / variables / logic
Word / PDFs / Emails
Workbases / webhooks / responses
Adding data / connecting apps
Send to / pull from Clio
Send to / pull from Sheets
How to set up your first portal
Distribute / embed
Styles, language, and domain
For as low as $200, this is the fastest way to add document automation to your firm.
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