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SmartBuilders (300)


Description
SmartBuilders are interview-style wizards that you create and customize within your templates so that your team can automatically create new documents out of existing content. The purpose of this course is to provide Content Managers and SmartDocs Power Users with a basic understanding of SmartBuilders and the options that are available. The information in this course should be used as reference in combination with SmartBuilder consulting from the 36Software experts.
Units
  • Introduction
  • What is a SmartBuilder?
  • Getting Started
  • SmartBuilder Demonstrations: Running SmartBuilders and Options - Overview
  • Initiating a SmartBuilder
  • How to Create a SmartBuilder - Overview
  • Preparing your Template
  • Initiating a New SmartBuilder
  • User Interface
  • User Interface: Summary of Options
  • Actions
  • Actions: Summary of Options
  • Insert SmartBuilder into Template
  • Create Sample User Interface and Actions: Update Variable Values
  • Create Sample User Interface and Actions: Show & Hide Conditional Text
  • Create Sample User Interface and Actions: Snippet Picklists
  • Insert Snippets – Use Case 1
  • Insert Snippets – Use Case 2
  • SmartBuilder Actions: Delete Content
  • SmartBuilder Actions: Show Hide Conditional Tags
  • SmartBuilder Actions: Using Microsoft Excel in SmartBuilders – Use Case 1
  • SmartBuilder Actions: Using Microsoft Excel in SmartBuilders – Use Case 2
  • Manage SmartBuilder
  • Manage SmartBuilder: Intro and Import SmartBuilder
  • Manage SmartBuilder: Overview, Insert into Template, & Preview Mode
  • SmartBuilder Designer
  • SmartBuilder Designer: User Interface Options
  • SmartBuilder Designer: Review of User Interface Navigation
  • SmartBuilder Designer: Review of Actions
  • -----
  • Introduction (SmartDocs 2014)
  • Introduction to SmartBuilders
  • Getting Started (SmartDocs 2014)
  • SmartBuilder Requirements Gathering
  • User interface (smartdocs 2014)
  • New SmartBuilder Page
  • Group Box
  • Text Control
  • Choice Control
  • Text Box Control
  • Yes or No Control
  • File Picker Control
  • Reusable Snippet Pick List
  • Actions (SmartDocs 2014)
  • Introduction to Action Items
  • Delete Content Action
  • Insert Snippet Action
  • Restore Document Snapshot Action
  • Run Macro Action
  • Conditional Text Action
  • Update Variable Value Action
  • initiating a smartbuilder (smartdocs 2014)
  • Creating a New SmartBuilder
  • Creating a Welcome Page
  • Creating a Finish Page
  • Course Wrap-up (SmartDocs 2014)
  • Advanced SmartBuilders
  • Logical Expressions
  • Next Steps
Completion rules
  • All units must be completed
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