Reheating Your HotDocs Skills

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Reheating YourHotDocs Skills

• Capstone Practice Systems
• Alan Soudakoff
• Marc Lauritsen
• May 17, 2006

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The session

• 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.

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Our agenda today
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Our agenda today
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Our agenda today
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Survey and requests
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Introduction

• Basic concepts
• The national server
• Applications (users/uses)
• Example

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Quick review Document Assembly

• Sometimes called ...
• Document automation
• Computer-aided drafting
• Think TurboTax
• Typically found in ...
• Word processing applications
• Case management systems
• Fillable forms

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Basic Concepts

• Templates model documents
• Variables whats different?
• Facts, choices
• Calculations - numbers, dates, texts
• Logic what goes where?
• Conditional/optional pieces
• Repeated sections
• Interface - questions and guidance

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Template Answers Document
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Important differences

• Templates Answers Documents
• Interview Assembly
• RTF templates PDF templates
• Desktop HotDocs Online HotDocs

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National Public ADO(Automated Documents Online)
LSC
Lexis
Templateproviders
Advisory group
OSLSA
The national ADO service
I-CAN!
Statewide websites
Self-help users
Advocate users
Clients
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Uses

• Document focus
• Word processable documents
• Graphical forms, PDFs
• Personalized instructions
• Interview focus
• Dynamic questionnaires
• Intelligent checklists
• Analytical advisors
• Eligibility assessment
• Hotline scripts for call center staff

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Users

• Self-helpers (unrepresented)
• Clients (partially or fully represented)
• Legal services staff advocates
• Hotline staff
• Volunteers, pro bono counsel
• Law school clinics
• Other nonprofits

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Alternate front ends

• Native HotDocs out of the box
• I-CAN!
• A2J

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Online Example
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HotDocs versions

• Standard vs. Pro
• Player
• PDF Advantage option
• HotDocs 2005
• Three service packs
• HotDocs 2006

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Key concepts

• Template
• Variable
• Component
• Expression
• Instruction
• Library

• Variation
• Computation
• Conditionality
• Repetition
• Prompts
• Validation
• Additional Text
• Resources

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Kinds of variables

• Text
• Date
• Number
• True False
• Multiple Choice
• Computation

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Show tell
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Browser   Browser HotDocs Pro Statewide Web
Sites Middleware Web Services HotDocs Web
Services HotDocs Online Database Operating System
Uploading a Template
Template Author
HotDocs Pro
HotDocs Online
Production Server
Authoring Environment
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Browser   Browser HotDocs Pro Statewide Web
Sites Middleware Web Services HotDocs Web
Services HotDocs Online Database Operating
Systemhttps//digitalid.verisign.com/client/help/i
d_intro.htmwhat_is_id
Activating and Linking
Template Author
Probono.net, Kaivo OST
Production Server
Statewide Web Server
User and Management Environment
Authoring Environment
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Browser   Browser HotDocs Pro Statewide Web
Sites Middleware Web Services HotDocs Web
Services HotDocs Online Database Operating System
Using a Template
Registered User
Anonymous User
Middleware Services, HD Web Services, HD Online
Probono.net, Kaivo OST
Production Server
Statewide Web Server
User and Management Environment
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Continuing Your Education

• HotDocs general
• Evaluation Guide and Tutorials
• Program Help in PDF format
• Technotes
• HotDocs listserv
• User groups

• Legal Services
• LStech workgroup
• Who's Who and What's What
• Standards and Practices
• LS HDO listserv
• Multistate developers WebEx sessions

Details in HotDocs Developer Resources
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Whats stopping you?
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Managing yourself

• Dont put it off
• Start small
• Keep at it
• Schedule time to do this
• Arrange for quick feedback

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Links contact info

• 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
• alanbartmarc_at_capstonepractice.com
• For donated copy of HotDocs Pro (2 per state),
  check with your statewide website committee (and
  if they dont know, rstaudt_at_kentlaw.edu)

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Questions?