Welcome to Gavel! Let's get started!

First Workflow: Start from a Document

Use Blueprint to create the first draft of your workflow by uploading a .docx or fillable .pdf document.

1 - Upload a Word Doc and Automate It with Blueprint

Gavel

19 Steps

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2 - Edit Your Blueprint Document Template - Get the Word Add-In

Gavel

15 Steps

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3 - Edit your Blueprint Document Template with the Word Add-In

Gavel

30 Steps

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4 - Add Logic and Conditional Clauses to Your Word Document Template

Gavel

17 Steps

Maddy Buck

First Workflow: Start from Questions

In this building style, you start with the questions first and then connect them to your documents.

1 - Start from Questions : First Gavel Workflow

Gavel

22 Steps

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Then tag them to a PDF

2 - Start from the Questions - Tag a PDF

Gavel

31 Steps

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or tag them to a Word Document

2 - Start with Questions - Get the Word Add-in

Office

14 Steps

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3 - Start from Questions: Tag your Word Document

Gavel

16 Steps

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4 - Start from Questions: Add more variables and tag them in your Word Document

Gavel

28 Steps

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4 - Add Logic and Conditional Clauses to Your Word Document Template

Gavel

17 Steps

Maddy Buck

Make your workflow client-facing

With Gavel, you can make these questionnaires client-facing with a few clicks.

Updating Your Logo and Customizing

Gavel

9 Steps

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Turn Your Workflow into Client Intake and Review the Data

Gavel

22 Steps

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Account Management

Add A Builder And Set Up Their Account

Gavel

16 Steps

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Create An Organizational User Account On Gavel

Gavel

20 Steps

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Setting Up Second Factor Authentication for Your Account

Gavel

3 Steps

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Upgrading your Gavel Plan

Gavel

7 Steps

Maddy Buck