1. Using the National Document Assembly Server Marc Lauritsen Bart Earle Alan Soudakoff Capstone Practice Systems December 12, 2008

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

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.)

4. Thanks to … Legal Services Corporation State Justice Institute LexisNexis Pro Bono Net Court partners Kaivo Software National developer community

5. NPADO National Public Automated Documents Online National Public ADO N. P. A. D. O.

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

7. Link on statewide web site

8. Login Page

9. Registration: User Types

10. The Un-logged in User: Terms and Conditions

11. The Logged in User: Choosing an Answer File

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

13. A2J Interview

14. HotDocs Interview

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

16. Getting a Document, Saving Answers etc.

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

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.

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.)

20. Making Templates and Making them Available

21. Start with Word Document* (*or PDF Form)

22. Mark-up Word Document IF END IF

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

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

25. Automating in HotDocs Pro

26. Using HotDocs Tools

27. Using A2J Author

28. Finding reusable content: contributor portal

29. Contributor Portal Download Template Search Templates

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)

31. Publish Template to NPADO from HotDocs Pro

32. Publishing Options & Upload URL http://upload.npado.org/hdo_ws/default.aspx Specify HotDocs Server Specify Upload URL

33. Upload Template

34. Temporary Template ID Test & Activate Temp ID

35. Enter Template Metadata

36. Activate Template Activate Template

37. Get URL for Template URL

38. Publish Link to Template Link to Template URL

39. Updating Templates

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

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/

42. Questions?