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Global Forms and Dynamic Snippets Product Brief

Written by Smarter Drafter | Nov 6, 2024 2:38:30 PM

Eliminate the need for end-users to manually re-enter data by directly synchronising information into document automations.

About this Product Brief

A Global Form is a reusable set of questions that can be applied across an unlimited number of automations. With this feature, automation builders only need to create a question set once and can then reuse it in all subsequent automation.

On the other hand, a Dynamic Snippet is a reusable block of text associated with a Global Form. Like Global Forms, Dynamic Snippets are coded once and can be reused across multiple automations.

Find out more about:

  • How these features work
  • How they benefit your firm

Download the Product Brief