Presentation on theme: "Using the National Document Assembly Server Marc Lauritsen Bart Earle Alan Soudakoff Capstone Practice Systems December 12, 2008."— Presentation transcript:
Using the National Document Assembly Server Marc Lauritsen Bart Earle Alan Soudakoff Capstone Practice Systems December 12, 2008
Agenda Accessing the server Generating documents – Interviews: HotDocs & A2J – Answers: Save, Share, Retrieve – Documents: Assemble, Download, Email Working with groups of users Making templates available – Templates: Upload, Update, Delete, Share
Preliminaries Primary focus today: how people can use the national server to generate documents. Well also cover the basics of how templates for such documents are created and made available. We wont cover how to author HotDocs templates or A2J modules. Things will look and feel differently when a new interface is deployed in early 2009. (Additional training will be provided.)
Thanks to … Legal Services Corporation State Justice Institute LexisNexis Pro Bono Net Court partners Kaivo Software National developer community
NPADO National Public Automated Documents Online National Public ADO N. P. A. D. O.
Accessing the Server Accessing a template from an outside website Registration and login – user, advocate, template provider Retrieving your password Browsers and cookies Tips – Templates are not listed directly on NPADO – How to resume a session – Be aware of security issues
Answering Questions Different kinds of interviews – HotDocs – A2J Return to Interview Saving answers – Interim Save – Default answer file name – No Save As yet – Sessions time out ( 120 minutes) so be sure to save regularly if running long interviews
Generating Documents Formats: RTF or PDF Assembly options – Get document and download – Email document Tips – Internet Explorer 6 or later required for HotDocs interviews. (Not required for A2J.) – Microsoft Word is needed for most RTF files – FireFox users may need to set up RTF file handling
Getting Help and Giving Feedback email@example.com – Problem reports should contain The steps involved, including the template URL, so we can reproduce the problem; What you expected to happen; and What happened instead (and when). – Screen shots appreciated Feedback to template contributor Surveys
Helping Groups of Users Setting up accounts for groups (e.g. by clinic) Maintaining separate answer files for different individuals Having people share their answers with you Tip – Stay tuned for new user and answer management features that will make this easier.
(Were moving on to making templates and making them available. If youre not involved in that, feel free to leave. But youre welcome to stay.)
Choose Authoring Tool HotDocs Pro – powerful interview environment – good for repeating data – somewhat sterile – usually sufficient for advocate use – requires Internet Explorer A2J Author – user-friendly interface – better pro se experience – avatars, audio clips – must still create HotDocs template – works with non-IE browsers – requires Flash
Automation Tasks Create fill-in-the-blank variables Create conditional IF logic Creating repeating logic (e.g. for children) Create computations Script interview logic Create help screens for users Test and refine; test and refine
Making Templates Available - Overview Test, test, test beginning on your desktop Upload/Publish from HotDocs Pro to NPADO Activate on NPADO Test some more on-line Publish link on Statewide Web Site Update template on NPADO (as needed)
Contributor Tips Avoid using punctuation characters in file names and titles Use the same main template/interview file name when updating Be aware of the 16MB file upload limit (particularly relevant for A2J with lots of sound files) Make sure to select "Template files for use with HotDocs Server" when uploading Avoid having multiple browser windows open when uploading, updating, managing templates (to avoid cookie problems) Don't publish to the same local folder that the templates are in Interview performance is dependent on complexity of interview and local computer speed; not on internet connection speed
Entry Points for More Information http://lsntap.org/lilbookshelf?tid=49&name=Docum ent%20Assembly http://lsntap.org/lilbookshelf?tid=49&name=Docum ent%20Assembly – Includes links to recorded trainings http://www.probono.net/dasupport – Requires subscription http://hotdocs.com/products/donation_program/
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