advicedocs

Training

Training resources to help you and your team get up to speed with AdviceDocs template editing. From beginner fundamentals to advanced techniques.

Getting started

If you are new to AdviceDocs templates, we recommend working through the following topics in order:

  1. Read the Introduction to understand the template editing model.
  2. Learn Simple Fields to master the basic syntax.
  3. Work through Tables and Loops to handle repeated data.
  4. Explore Conditionals to make your templates dynamic.
  5. Progress to nested structures for complex document layouts.

Hands-on practice

The best way to learn is to upload a test template and experiment with different field types. Use a sample data set to see how changes to your template affect the output.

Recommended learning path

  • Week 1 — Simple Fields, Objects, and basic document structure.
  • Week 2 — Tables, Loops, and Conditionals.
  • Week 3 — Sum Fields, Image Fields, and Graphs.
  • Week 4 — Nested Loops, Nested Tables, and advanced techniques.

Support

If you need help with template editing, our support team is available to assist. Reach out via the in-app chat or contact your account manager for personalised training sessions.

Enterprise customers have access to dedicated onboarding sessions. Contact your account manager to schedule a training workshop for your team.