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Smart Word DOC Templates (webinar)

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Use Smart Word Doc Templates to bring client data from YouthCenter into a formatted Word document. Users still fill out form responses in YouthCenter so data fields are reportable without sacrificing your original document’s formatting.

This webinar is a live demonstration of a document being built into our Custom Forms system. Here are some related resources:

See the timestamps to jump to specific topics:

Introduction & Overview #

  • Introduction – 00:07
  • What is a Smart Word Doc Template? – 01:34
  • Starting in Custom Forms – 03:12
  • Best practices (using split screen) – 05:15
  • Overview of Word Doc form what should be a token – 06:10

Starting out with Tokens #

  • Example of a Base Token tied to client information (Client Name) – 07:14
  • Example of building Fillable Tokens (specific to form) – 10:47
  • Example of building a Reference Widget tied to an object (Court Case) – 12:46
  • Using multiple Widgets for multiple objects – 15:07
  • Using a token from the Reference Widget (Case Number) – 15:57

Adding to the Smart Word Doc Template #

  • Adding tokens into the Word Doc – 07:14
  • Formatting with Tokens – 08:52

Building out the Custom Form #

  • Adding Form Parts using the Form Builder – 11:20
  • Adding a Part Name to label Fillable Tokens – 11:56

Creating Fillable Tokens in the Form Builder #

  • Short Text Input – 17:03
  • Multiple Choice Input – 18:12
  • Date Input – 19:37
  • Electronic Signature – 20:40

Finishing the Smart Word Doc Template #

  • Pasting the Fillable Tokens into the Smart Doc – 21:15
  • Formatting with Multiple Choice Checkboxes – 22:17
  • Saving the finished Smart Word Doc Template – 24:27

Testing and Exporting to Word #

  • Reviewing available Tokens – 25:07
  • Submitting a Response to the new Form – 25:47
  • Viewing the Response in YouthCenter and Exporting to Word – 27:13
  • Viewing the exported Word Doc – 27:51
  • Downloading a PDF vs. Export to Word – 31:06

Building with AI #

  • Submitting prompt to create Smart Doc template – 38:34
  • Resulting template (after checking on work and iterating on prompt!) – 44:28

See our Export to Word: Smart Word Doc article for AI resources that are mentioned in this webinar.

Note:

  • Safety First – never give AI access to PII (Personally Identifiable Information)
  • Refine Instructions – iterate on your prompts to get the best results
  • Human in the Loop – always check the work!

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