How-Tos
Troubleshooting and how-to videos for Documint features and functions

General

Sorting looped or repeating line items

In this video you'll learn how to sort your looped or repeated line items into ascending or descending order.

Using Variables

Learn how to add, use, edit and manage variables in your documents so you can pull in different data for each record in your data source.
Learn how to make URLs and links clickable in your documents

Format Numbers

Follow along in this video to learn more about how to transform numbers from your data into any format.

Format dates

Follow along in this video to learn more about how to transform dates from your data into any format.

Conditional Logic

Learn how to use the conditional logic function to show or hide sections of your document based on your data.

Display Rich Text

Follow along in this video to learn more about how to show rich text formatting in your document.

Airtable

Loop through and expand linked records

Learn how to loop through your linked record line items and expand them to get other information linked to them
In this video, you will learn how to set up your template and base to create your documents at the click of a button, using the generation link creation method.

Automation Script Setup

Learn how to set up automated document creation in Airtable using the automation script without the need for a 3rd party service like Zapier or Integromat.

Airtable App Setup

Learn how to setup the Documint app from the Airtable marketplace in your bases.

Display attachments from Airtable

Follow along in this video to learn more about how to show attachments from your Airtable in your documint.
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