Document Automation with Documint

design and tailor documents with the template designer by creating a blank template or selecting a template, set a name pattern with variables, and customize headers, footers, and page settings.

Design a Documint template for merging data from an air table database, rename it template demo, keep it inactive, and structure sections, columns, bold headings, borders, and zero spacing.

Connect your template to an Airtable data source by creating and copying an API key, configuring the Airtable base, and adding an attachment field for output documents.

Insert variables into the template to merge air table data, using the parent’s first name, last name, and email, then copy the variable names and preview the merged document.

Learn to loop over a parent's children data by using a repeat loop, and map each child's first name, last name, and date of birth to template variables.

Apply the date format function to display month-year using a pattern string. Consult the help center for available date and number formatting patterns.

Add an image to your document using the assets folder or a variable image linked by an image url from an air table field, then merge and preview.

Learn how to add a spacer element and a page break, adjust spacer size, and insert them into the document body at the same level as sections.

Learn to show or hide template sections using conditional logic based on a parent's children count, by checking the num_children field and displaying headers only when greater than zero.

Use document math functions, especially the add function, to calculate a grand total from subtotal and tax in an invoice template, with currency formatting.

Learn to automate documents with Documint, explore no-code and low-code tools for legal tech prototyping, and access free resources at A2J Academy.