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Using the National Document Assembly Server Marc Lauritsen Bart Earle Alan Soudakoff Capstone Practice Systems December 12, 2008 Slide 2 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 Slide 3 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.) Slide 4 Thanks to Legal Services Corporation State Justice Institute LexisNexis Pro Bono Net Court partners Kaivo Software National developer community Slide 5 NPADO National Public Automated Documents Online National Public ADO N. P. A. D. O. Slide 6 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 Slide 7 Link on statewide web site Slide 8 Login Page Slide 9 Registration: User Types Slide 10 The Un-logged in User: Terms and Conditions Slide 11 The Logged in User: Choosing an Answer File Slide 12 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 Slide 13 A2J Interview Slide 14 HotDocs Interview Slide 15 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 Slide 16 Getting a Document, Saving Answers etc. Slide 17 Getting Help and Giving Feedback help@npado.org 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 Slide 18 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. Slide 19 (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.) Slide 20 Making Templates and Making them Available Slide 21 Start with Word Document* (*or PDF Form) Slide 22 Mark-up Word Document IF END IF Slide 23 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 Slide 24 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 Slide 25 Automating in HotDocs Pro Slide 26 Using HotDocs Tools Slide 27 Using A2J Author Slide 28 Finding reusable content: contributor portal Slide 29 Contributor Portal Download Template Search Templates Slide 30 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) Slide 31 Publish Template to NPADO from HotDocs Pro Slide 32 Publishing Options & Upload URL http://upload.npado.org/hdo_ws/default.aspx Specify HotDocs Server Specify Upload URL Slide 33 Upload Template Slide 34 Temporary Template ID Test & Activate Temp ID Slide 35 Enter Template Metadata Slide 36 Activate Template Activate Template Slide 37 Get URL for Template URL Slide 38 Publish Link to Template Link to Template URL Slide 39 Updating Templates Slide 40 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 Slide 41 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/ Slide 42 Questions?