Transcript National Public ADO

Reheating Your
HotDocs Skills
Capstone Practice Systems
Alan Soudakoff
Marc Lauritsen
May 17, 2006
The session
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A review of HotDocs
for people who want to develop
templates
intended for online use
by self-helpers, clients, or staff.
Our emphasis today will be on
basic concepts and procedures.
Our agenda today
1st half
hour
Introduction – history, concepts
Example of template on the
national server
More review of fundamentals
Our agenda today
Next 40
minutes
Show & tell: creating and
testing a template that will run
on the national server
Mechanics of loading and linking
to such a template
Our agenda today
Last 20
minutes
Suggestions and resources for
effective template developers
Questions and comments
Survey and requests
Introduction
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Basic concepts
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The national server
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Applications (users/uses)
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Example
Quick review:
Document Assembly
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Sometimes called ...
“Document automation”
 “Computer-aided drafting”
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Think TurboTax
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Typically found in ...
Word processing applications
 Case management systems
 Fillable forms
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Basic Concepts
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Templates – model documents
Variables – what’s different?
Facts, choices
 Calculations - numbers, dates,
texts
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“Logic” – what goes where?
Conditional/optional pieces
 Repeated sections
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Interface - questions and guidance
Template + Answers = Document
Important differences
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Templates | Answers | Documents
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Interview | Assembly
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RTF templates | PDF templates
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Desktop HotDocs | Online HotDocs
“National Public ADO”
(Automated Documents Online)
LSC
Template
providers
Lexis
OSLSA
Advisory
group
The national
ADO service
I-CAN!
Statewide websites
Self-help
users
Clients
Advocate
users
Uses
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Document focus
Word processable documents
 Graphical forms, PDFs
 Personalized instructions
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Interview focus
Dynamic questionnaires
 Intelligent checklists
 Analytical advisors
 Eligibility assessment
 Hotline scripts for call center staff
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Users
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Self-helpers (unrepresented)
Clients (partially or fully
represented)
Legal services staff advocates
Hotline staff
Volunteers, pro bono counsel
Law school clinics
Other nonprofits
Alternate front ends
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Native HotDocs – “out of the box”
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I-CAN!
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A2J
Online Example
HotDocs versions
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Standard vs. Pro
Player
PDF Advantage option
HotDocs 2005
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Three service packs
HotDocs 2006
Key concepts
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Template
Variable
Component
Expression
Instruction
Library
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Variation
Computation
Conditionality
Repetition
Prompts
Validation
Additional Text
Resources
Kinds of variables
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Text
Date
Number
True False
Multiple Choice
Computation
Show & tell
Uploading a Template
Template
Author
HotDocs Pro
Browser
Browser
HotDocs Pro
[Statewide Web Sites]
Middleware Web Services
HotDocs Web Services
HotDocs Online
Database
Operating System
Production
Server
HotDocs Online
Authoring Environment
Activating and Linking
Template
Author
Browser
Browser
HotDocs Pro
[Statewide Web Sites]
Middleware Web Services
HotDocs Web Services
HotDocs Online
Database
Operating Systemhttps://digitalid.verisign.com/client/help/id_intro.htm#what_is_id
Probono.net,
Kaivo OST
Production
Server
Statewide Web
Server
Authoring
Environment
User and Management
Environment
Using a Template
Registered User
Anonymous User
Browser
Middleware Services,
HD Web Services,
HD Online
Browser
HotDocs Pro
[Statewide Web Sites]
Middleware Web Services
HotDocs Web Services
HotDocs Online
Database
Operating System
Probono.net,
Kaivo OST
Production
Server
Statewide Web
Server
User and Management Environment
Continuing Your Education
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HotDocs general
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Evaluation
Guide and
Tutorials
Program Help in
PDF format
Technotes
HotDocs listserv
User groups
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Legal Services
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LStech
workgroup
Who's Who and
What's What
Standards and
Practices
LS HDO listserv
Multistate
developers
WebEx sessions
Details in “HotDocs Developer Resources”
What’s stopping you?
Managing yourself
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Don’t put it off
Start small
Keep at it
Schedule time to do this
Arrange for quick feedback
Links & contact info
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http://npado.org/faq
http://www.ejustice.org/hotdocs
http://www.lstech.org/workgroups/hotdocs
http://lists.lstech.org/index.html/info/hotdocs
http://www.hotdocs.com
{alan|bart|marc}@capstonepractice.com
For donated copy of HotDocs Pro (2 per state), check
with your statewide website committee (and if they
don’t know, [email protected])
Questions?