Feature updates to help you build the most powerful workflows.
If you have a Repeating Item question (example: for children or shareholders), you can now generate a customized duplicate document for each of those children or shareholders using the "Generate Multiple" button. That means that each child or shareholder will have their own custom document with their own information in it. Read more about this here.
Add custom CSS to your interviews to change styling, fonts, sizes, and anything else. Our Documate developers can help if you want to build custom styles.
See all repeating items on the review page. Use the "Collect on same page" feature to change the display when gathering repeating items.
Data manager will allow you to create answer files that transfer data between workflows and allow for multi-user interviews. Watch the video on how it works here.
The legal tech experts at Lawyerist have spoken: they loved Documate's integration with Zapier! Keep reading to find out why our integration was a hit and how you can use it in your own practice.
When the pandemic hit, new legislation hit fast and hard. These tools were built in hours and days (not months) to instantly respond to new legislation.
You asked for it, and now it's here! Our newest feature allows you to sort, filter, organize, and store your client data like never before.
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