Gavel - Basics - Gavel University

Gavel Workflows: The Basics

Get certified in Gavel at the Basics level in no time in this easy-to-follow course with practical exercises that will cover features like repeating items, the Word add-in, PDF tagger, conditional page and question logic, the Calculations section, and more!

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Curriculum

10 Chapters

32 Lessons

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01. Welcome & Roadmap

  1. (Included in full purchase) Course Overview & Practice Templates (1m 46s)

02. Create Your Gavel Account & Extend Your Free Trial

  1. (Included in full purchase) Create Your Gavel Account (1m 48s)
  2. (Included in full purchase) Request an Extension of Your Gavel Free Trial (19s)

03. Gavel's Word Add-In / Document Tagger

  1. (Included in full purchase) Install the Gavel Word Add-in and Connect Your API Key (1m 39s)

04. The 4 Views & Roles

  1. (Included in full purchase) Overview (29s)
  2. (Included in full purchase) Dashboard (3m 27s)
  3. (Included in full purchase) Editor (5m 32s)
  4. (Included in full purchase) Taker (1m 24s)
  5. (Included in full purchase) Roles & Portals (3m 16s)

05. Dashboard Deep Dive

  1. (Included in full purchase) New Workflow (2m 31s)
  2. (Included in full purchase) Filters & Search (1m 7s)
  3. (Included in full purchase) Actions (7m 14s)
  4. (Included in full purchase) Data Manager (3m 43s)
  5. (Included in full purchase) Files (10m 50s)
  6. (Included in full purchase) Bundles & Stripe Connect (4m 13s)
  7. (Included in full purchase) Users (2m 35s)
  8. (Included in full purchase) Settings (1m 34s)
  9. (Included in full purchase) Help (1m 47s)
  10. (Included in full purchase) Profile (41s)
  11. (Included in full purchase) Plan (58s)
  12. (Included in full purchase) Collapse (26s)
  13. (Included in full purchase) Integrations

06. Editor Deep Dive

  1. (Included in full purchase) Questionnaire
  2. (Included in full purchase) Document Templates
  3. (Included in full purchase) Calculations
  4. (Included in full purchase) Settings
  5. (Included in full purchase) Help

07. Start with Documents (Gavel Blueprint)

  1. (Included in full purchase) Use Gavel Blueprint to Automate a PDF

08. Start with Questions

  1. (Included in full purchase) Use the Document Tagger to Automate a Word Document

09. Customize

  1. (Included in full purchase) Use Custom CSS

10. Congratulations!

  1. (Included in full purchase) Next Steps
  2. (Included in full purchase) Generate Your Certificate & Download Your Badge

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