AutoDoc

Assembles documents from standard paragraphs.

Cost $69 US Dollars per user licence, volume discounts available.

Often businesses create documents that are essentially standard and are made up of different combinations of standard paragraphs. For example Contracts, where each type of contract is a known combination of standard paragraphs. This usually results in a business having one template for each and every type of contract. If one of the standard paragraphs changes then all the templates that use the paragraph have to be changed.

AutoDoc solves the problem by keeping the text for the standard paragraphs in a single master paragraph document and then assembling documents from pre-defined or user-specified combinations of these standard paragraphs.

The master paragraph document is created and maintained by a client administrator. It is one big table and it looks as follows, where the text for the paragraphs is held in the table with an unique ID for each one. The short description helps in identifying the paragraph.

Master Paragraph Document

Para ID

Short Desc

Paragraph text

A3

Agreement title

[Type of Agreement] AGREEMENT FOR [LICENSOR] [Product Name]

A4

Licence intro

IMPORTANT: READ CAREFULLY: This [Licensor] [Type of Agreement] Agreement ("[Type of agreement - ACRONYM]") is a legal agreement between you (either an individual or a single entity) and [Licensor] Corporation for the [Licensor] [Product Name] identified above, which includes computer software and may include associated media, printed materials, and "online" or electronic documentation ("[Product Name]").

A5

Licence copyright statement

The [Product Name] also includes any updates and supplements to the original [Product Name] provided to you by [Licensor]. Any software provided along with the [Product Name] that is associated with a separate [Type of Agreement - ACRONYM] agreement is licensed to you under the terms of that license agreement. By installing, copying, downloading, accessing or otherwise using the [Product Name], you agree to be bound by the terms of this [Type of agreement - ACRONYM]. If you do not agree to the terms of this [Type of agreement - ACRONYM], do not install or use the [Product Name]; you may, however, return it to your place of purchase for a full refund.

[Product Name] LICENSE

The [Product Name] is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. The [Product Name] is licensed, not sold.

A6

Usage - Systems Software

Systems Software.

You may install and use [Number of copies per licence, eg ‘one copy’, ‘two copies’ etc] of the [Product Name] on a single computer, including a workstation, terminal or other digital electronic device ("COMPUTER").

A7

Usage - Storage/Network Use

* Storage/Network Use.

You may also store or install a copy of the [Product Name] on a storage device, such as a network server, used only to install or run the [Product Name] on your other COMPUTERS over an internal network; however, you must acquire and dedicate a license for each separate COMPUTER on or from which the [Product Name] is installed, used, accessed, displayed or run. A license for the [Product Name] may not be shared or used concurrently on different COMPUTERS. Notwithstanding the foregoing, any number of COMPUTERS may access or otherwise utilize the file and print services and peer web services of the [Product Name]. In addition, you may use the "Multiple Display" feature of the [Product Name] to expand your desktop as described in the on-line Help file, without obtaining a license for each display.

A8

Usage - License Pak

* License Pak.

If this package is a [Licensor] License Pak, you may install and use additional copies of the computer software portion of the [Product Name] up to the number of copies specified above as "Licensed Copies"


Each 'paragraph' can in fact be many paragraphs and can include formatted, styled and numbered text, in fact pretty much any Word entity that can be inserted into a table. (For more complex 'paragraphs' we have a product that assembles documents from sub-documents.)

AutoDoc works from an Index which specifies the paragraphs required to assemble various documents. This Index is created and maintained by a client administrator and it looks as follows:


Document Index

Type of Document to create

List of paragraphs to use

Short form single license agreement

A1,3,4

B1,2

C9,10,11

D1,E1,R1

S1,2

Short form single license agreement
to named individual

A1,2,3,4,

B1,8,3,4

D1,6,7,8,

License agreement for export

A1,3,6,8

B1,2

E9,10,11


The order in which the paragraphs are specified in the Index is the order in which the paragraphs are inserted into the document being assembled.

The user uses AutoDoc via its front-end dialog:

AutoDoc main dialog

The user selects the category from the top-left list box. Each category has its own master paragraphs document and Index so that AutoDoc can be used to create different categories of documents such as say Wills, and Court Documents - where these two categories do not share common standard paragraphs.

Having selected the Category the system knows which master paragraphs document and Index is required and it displays the full list of standard paragraph IDs in the master paragraphs listbox, together with the short description. (Click on one of these and the text of the paragraph is displayed in the display box at the bottom). Having selected the Category, the list of document types from the Index is displayed in the 'Type' listbox.

Next the user selects the required document from the Type listbox. AutoDoc reads the paragraphs required to assemble this document and displays that list in the 'Selected paras' listbox. Normally the user would now press the Create New Document button and AutoDoc assembles the document from the paragraphs. However the user has the ability to change the list of selected paragraphs. New paragraphs can be added to the selected list by copying across from the master list. Paragraphs can be de-selected and re-ordered.

Alternatively, rather than create a new document the paragraphs can be inserted in to the active document by pressing the 'Insert paras into active doc' button.

AutoDoc lets you specify the template to be used to base the new document upon.

AutoDoc goes further...

It turns out that documents are very rarely completely standard. They generally need at least some personalization or customization. AutoDoc accommodates this...

Once the new document has been assembled from the list of paragraphs AutoDoc scans the text looking for text enclosed in square brackets eg [years of contract]. Such text is considered to be as variable text requiring the user to provide replacement text for. All the square bracketed variables found in the document are presented to the user in a dialog as follows: (the variable text delimiter is customizable)

The user types data for each variable text field and presses OK. Whatever the user typed in the dialog replaces the square bracketed text in the document and the newly assembled and edited document is presented to the user.

AutoDoc Edit Global Words dialog

Key benefits