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draftonce

Visit www.draftonce.com. Creating a New Account. Starting a New Interview. Defining and Editing Fields. Logging in as Administrator. Preparing Templates for Uploading into DraftOnce. Adding Fields to Outside User Completion Emails. Comparing Conditional Field Types. Using DraftOnce with Mail Merger. Using the DraftOnce API, Download Manual. Dependent Conditionals (Legal Use). Multi-Choice Conditionals (Legal Use). Yes-No Conditionals (Legal Use).

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Visit www.draftonce.com. Creating a New Account. Starting a New Interview. Defining and Editing Fields. Logging in as Administrator. Preparing Templates for Uploading into DraftOnce. Adding Fields to Outside User Completion Emails. Comparing Conditional Field Types. Using DraftOnce with Mail Merger. Using the DraftOnce API, Download Manual. Dependent Conditionals (Legal Use). Multi-Choice Conditionals (Legal Use). Yes-No Conditionals (Legal Use).

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4 draftonce help docs

5 use draftonce

6 completed interviews

7 completing an interview

8 exporting completed interviews

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draftonce | draftonce.helpdocs.com Reviews

https://draftonce.helpdocs.com

Visit www.draftonce.com. Creating a New Account. Starting a New Interview. Defining and Editing Fields. Logging in as Administrator. Preparing Templates for Uploading into DraftOnce. Adding Fields to Outside User Completion Emails. Comparing Conditional Field Types. Using DraftOnce with Mail Merger. Using the DraftOnce API, Download Manual. Dependent Conditionals (Legal Use). Multi-Choice Conditionals (Legal Use). Yes-No Conditionals (Legal Use).

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draftonce.helpdocs.com

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Enhance draftonce - draftonce

http://draftonce.helpdocs.com/enhance

Visit www.draftonce.com. Adding Fields to Outside User Completion Emails. Comparing Conditional Field Types. Using DraftOnce with Mail Merger. Using the DraftOnce API, Download Manual.

2

Your Account - draftonce

http://draftonce.helpdocs.com/using-draftonce/your-account

Visit www.draftonce.com. Hover over the Your Account link to see the options. Click ‘Modify Your Profile’ in the upper-right drop-down menu to update your profile. These are the answers that draftonce uses to fill in account fields. If no account fields have been defined, there will be nothing to fill out. Click ‘Your Integrations’ to manage your integrations such as Google Apps/Drive, and Box, for example. Click ‘Change Your Password’ to change your password. To log out, click ‘Logout.’.

3

Preparing Templates for Uploading into DraftOnce - draftonce

http://draftonce.helpdocs.com/setting-up-draftonce/preparing-templates-for-uploading-into-draftonce

Visit www.draftonce.com. Preparing Templates for Uploading into DraftOnce. Preparing Templates for Uploading into DraftOnce. Open your document in a word processor. For best results, start with forms in MS Word or another word processor format, or RTF format. If your forms are in PDF, see if you can find the original MS Word documents as this will save you some time. Add tags to your document. Anywhere a person would normally fill out information, add a meaningful title set between double square brackets.

4

The Users Tab - draftonce

http://draftonce.helpdocs.com/setting-up-draftonce/the-users-tab

Visit www.draftonce.com. The Users tab lets you manage all of the accounts in your draftonce instance. To create a new account, click the New button at the lower right. This will open the New Account window. Create the user account. The Username must be in the form of an email address. If you check the Public User box, you will not be able to check any of the Administration boxes. You can also use the buttons at the lower right to Delete and Edit user accounts.

5

Editing Interviews - draftonce

http://draftonce.helpdocs.com/setting-up-draftonce/editing-interviews

Visit www.draftonce.com. First, go to the interviews tab on the admin side of your draftonce instance. Click the Edit button on the interview that you want to edit. From this point forward, the steps are the same as when you are creating a new interview.

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Learn More — draftonce

http://draftonce.com/learn-more

15 minutes is usually all it takes to learn more about whether draftonce is a good fit for your business. Send us your contact information and let's schedule a short demo. Also, we hate spam too and will never sell your contact information. We'll be in touch via email with you soon. You can always reach us directly at 812-778-3325 or via email at info@bburro.com. Draftonce by Blue Burro Technology. 113 E 6th Street. Bloomington, IN 47404. 111 N Market St., Suite 300. San Jose, CA 95113.

draftonce.com

About — draftonce

https://draftonce.com/about

Created By Blue Burro. Cloud and Business Process Experts. We blend process design with the latest in cloud technology to help our clients build solid, highly efficient business processes. From nuclear power plants to child care centers, draftonce is the proving to be the best document generation solution available. That's what we want. Today, business process design is not about using technology to support an existing process, it's about totally redesigning the process around today's great technology.

draftonce.com

Pricing — draftonce

https://draftonce.com/pricing

Unlimited number of documents. Unlimited number of outside users. SSL Encryption of transmitted data. 128 Bit AES encryption of stored data. Email and phone support. User includes only internal users (not client/outside users). Billing is annual. Draftonce by Blue Burro Technology. 113 E 6th Street. Bloomington, IN 47404. 111 N Market St., Suite 300. San Jose, CA 95113. Blue Burro Technology, LLC 2015.

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draftonce.helpdocs.com

draftonce

Visit www.draftonce.com. Creating a New Account. Starting a New Interview. Defining and Editing Fields. Logging in as Administrator. Preparing Templates for Uploading into DraftOnce. Adding Fields to Outside User Completion Emails. Comparing Conditional Field Types. Using DraftOnce with Mail Merger. Using the DraftOnce API, Download Manual. Dependent Conditionals (Legal Use). Multi-Choice Conditionals (Legal Use). Yes-No Conditionals (Legal Use).

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