Boost Productivity with Dynamic Input Fields Advanced Excel and Word Integration

Welcome to our latest tutorial, "Boost Productivity with Dynamic Input Fields - Advanced Excel and Word Integration." In this video, we’ll walk you through the exciting features of version 1.5, designed to streamline your document management process.
Discover how to leverage our custom ribbon tab and modern User Interface (UI) to efficiently manage client files. We’ll show you how to:
Activate the Custom Ribbon Tab: See how to use the new button to launch the intuitive UI.
Populate Attorney Information: Learn to select an attorney from the listbox and view their complete details dynamically.
Select and Use Templates: Explore the second listbox that pulls from your template folder, creating relevant input fields on the fly.
Dynamic Input Fields: Understand how titles and tags are used to differentiate between Word and Excel inputs.
Utilize the Date Picker: See how easy it is to pick dates with our integrated calendar icon.
Submit and Save Templates: Watch how to fill in all the necessary information, submit, and save your templates effortlessly.
By the end of this tutorial, you’ll be equipped with powerful tools to enhance your workflow, making the creation of individual client files faster and more efficient.
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