How to Automate Your Documents
Automation in Briefcase isn't complicated — it's about using shortcuts for structure, and square brackets for intelligence.
Simple rules. Smarter documents.
Document creation shouldn't be complicated. With the right approach and tools, you can transform how you create, manage, and complete documents. Our playbook breaks down the essentials into practical, actionable guides.
Automation in Briefcase isn't complicated — it's about using shortcuts for structure, and square brackets for intelligence.
Managing documents shouldn't mean chasing versions or digging through inboxes. The rule is simple: templates are the source of truth, everything else is a copy.
Every document follows the same path. The faster you move through it, the faster business moves forward.