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Prepared For

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  1. DocPartner Prepared For Click HERE to continue

  2. This Presentation Will: Explain Document Assembly/Automation Show How DocPartner Is Different From ALL other Document Assembly Applications Take You Through The Essentials Of DocPartner The Running Time Of This Slide Show Is 5 Minutes Click HERE to continue

  3. Document Assembly Document automation (also known as document assembly) is the design of systems and workflow that assists in the creation of electronic documents. This automation assists with: Easy Creation Of Repetitive Documents Ensures The Saving Of Information For Re-Use Prevents Deleting/ Editing Of Vital Information Click HERE to continue Click HERE to continue

  4. INTERVIEW FORM Conventional Document Assembly Applications INTERVIEW DATA An Interview Form appears on which a user enters information pertaining to the specific document. Click HERE to continue Click HERE to continue Click HERE to continue

  5. Conventional Document Assembly Applications INTERVIEW FORM WORD DOCUMENT 453-1 John Sandton Samantha Information is Stored for later re-use DOCUMENT IS CREATED An MS Word document is created based on the input information. The MS Word document is then opened with the cursor positioned for drafting and editing Click HERE to continue Click HERE to continue

  6. Conventional Document Assembly Applications INTERVIEW FORM WORD DOCUMENT EDITING OF DOCUMENT 453-1 John Sandton Samantha MANUAL INTERVENTION At this point all editions or changes that are required will be done through a manual process i.e. the user will be required to edit the information within the MS Word Document by cutting, copying and pasting : Clauses , Definitions , Domicile , Signatories, Appendices. Click HERE to continue Click HERE to continue

  7. Conventional Document Assembly Applications INTERVIEW FORM WORD DOCUMENT EDITING OF DOCUMENT 453-1 John Sandton Samantha Use Find & Replace within word Go back to the Interview form and start the process again • UPDATING OF SAVED INFORMATION- Manual Intervention • To edit saved information at this juncture, users only have one of two options: • Use the "find and replace" feature within MS Word • Or run a new template, thus amending the data in the new Interview Form. Click HERE to continue Click HERE to continue

  8. DocPartners Unique Approach Click HERE to continue

  9. INTERVIEW FORM WORD DOCUMENT TEMPLATE INTERVIEW FORM An Interview Form appears on which user enters information pertaining to the specific document. At this point one is also able to retrieve party sets used in other documents. The chosen data set will also populate matching Domicile clauses Click HERE to continue Click HERE to continue

  10. INTERVIEW FORM WORD DOCUMENT EDITING OF DOCUMENT DocPartners’ Unique Approach EDITING OF DOCUMENT This is where DocPartner fills the gap, leaving very little to manual editing, and eliminating a great deal of user error and effort. Click HERE to continue Click HERE to continue

  11. DocPartners Unique Approach What Exactly Is Our Unique Approach • Doc Parts • Content is managed in PARTS (grouped together through similarity), rather than editing the document as one large whole. • In a blank Word default document, simply click the DocPart of choice and start drafting, e.g. auto-create Definitions, Appendices etc.  This is ideal when drafting an Opinion to client, which is not in Agreement format. • Editing NOT Cursor Specific • Editing is NOT cursor specific thus enabling users to enjoy the benefit of the toolbar by simply clicking the DocPart of choice. Click HERE to continue Click HERE to continue Click HERE to continue

  12. DocPartners Unique Approach What Exactly Is Our Unique Approach • 'On-the-fly' Doc Editing • Save and edit information , such as parties and domicile , while in the MS Word Document as apposed to running the template again. • Data Management (prior to running a template) • Data can be stored and managed before any template is run. Giving you the opportunity to have the information stored and ready to use when the document needs to be created. Click HERE to continue Click HERE to continue Click HERE to continue

  13. DocPartners Unique Approach CUSTOMISED MS WORD RIBBON DocPartneris fully integrated with MS Word 2003,2007 and 2010 It is accessed from within word through its custom DocPartner ribbon Click HERE to continue Click HERE to continue

  14. DocPartners Unique Approach INTERVIEW FORM Comprehensive interview form , which allows you to draw information from past documents Click HERE to continue Click HERE to continue

  15. DocPartners Unique Approach Need to edit parties.. Click HERE to continue

  16. DocPartners Unique Approach Need to edit definitions.. Click HERE to continue

  17. DocPartners Unique Approach Need to edit domicile Click HERE to continue

  18. DocPartners Unique Approach Need to edit signatories Click HERE to continue

  19. DocPartners Unique Approach Need to edit appendix Click HERE to continue

  20. DocPartners Unique Approach Get A Clause Save A Clause CLAUSES Retrieve standard company clauses and save your own clauses for later use.. Click HERE to continue Click HERE to continue

  21. DocPartners Unique Approach Data Manager Record all information before document is created so that it is ready for you to use when you do in fact create the document. Click HERE to continue Click HERE to continue

  22. DocPartners Unique Approach The definition can now be defined and saved DEFINITION Use the checklist after you have completed the document to confirm aspects such as ; have all your definitions been defined. Click HERE to continue Click HERE to continue Click HERE to continue

  23. DocPartners Unique Approach DEFINITION The definition is now inserted in the definition section with the appropriate numbering. Click HERE to continue Click HERE to continue

  24. DocPartners Unique Approach Now you can choose if the definitions needs to be in the document or not. DEFINITION Check that all you definition have in fact been used. Click HERE to continue Click HERE to continue