NextChapter App

How to use separate Option Names and Merge Text when using Custom Fields

Custom Fields: Save Option Name Separate from Merge Text

How to add nested questions across multiple entities

Multiple Entities: Adding Nested Questions

This article goes over how to purchase Doc Creator

How to Purchase Doc Creator

You can view previous webinars covering NextChapter Docs (our custom document automation tool) using the links below.

Docs Academy Webinars

My Account Settings > Custom Fields > Create/Edit

Doc Creator: Blank Line Option

Doc Creator: Re-order Custom Fields

How to use the pre set sample templates in NextChapter docs

NextChapter Docs- Sample Templates

Doc & Template Lists: Search & Sort Function

NextChapter Docs: Multiple Entity Option

How to use the Ruler Guide for NextChapter Docs

Doc Creator: Ruler Guide

Learn how to save Option Names as new merge tags within your Doc Creator documents

Save Option Names as New Merge Tags

How to access templates in your case and how to add templates to your case.

Document Creator: Access and Use Templates in a Case

Doc Creator: Subtags

How to create a Doc Creator template in your account settings and how to use a template in your case.

Doc Creator: Creating and Using Templates

How to set up a template in account settings

Set up a template in account settings

Document Creator Merge Tag Glossary

Learn how to edit, download, and export your document

Doc Creator: Editing and Downloading

Save your custom document directly to Client Document Storage

Doc Creator - Export to Client Document Storage

Using Custom Fields for Doc Creator

Doc Creator: Creating and Using Templates - Non-Bankruptcy

Here is a breakdown of our new pricing model and how you can purchase Docs Pro and Docs Whoa

Pricing and How To Purchase Docs Pro and Docs Whoa

What features are available under Docs Pro?

Features Available For Docs Pro

Here is a breakdown of all features available on your Docs Whoa Plan.

Docs Whoa - What is Available?

James Brooks

Emma Ceniza

Document Creator

Pricing

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.