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Can I automate documents with conditional logic?
Can I automate documents with conditional logic?

Yes, you can use the Automate feature to create turnsheet columns that automatically fill and update themselves based on other inputs.

Ciara Scott avatar
Written by Ciara Scott
Updated over a week ago

Yes, within a Merge turnsheet, you can use the Automate feature to create turnsheet columns that automatically fill and update themselves based on other inputs. To automate a column, select Edit Column for any Text column in your turnsheet and press the Automate toggle. From here you can use the simple if-then logic builder to start automating your work.

If you want to reuse the same automations in your next matter or share them with your team, save your matter as a template, so you don't have to build them from scratch next time.

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