This page is a collection of sample exercises created by the A2J Author team to teach you how to automate documents with A2J Guided Interviews front end interfaces. Many of these exercises are expected to take an hour or less and will give you a basic understanding of how to create document assembly projects in A2J Author, using an A2J Guided Interview and an A2J Template, or in HotDocs with a HotDocs template and an A2J Guided Interview.
Sample A2J Guided Interview and A2J Text Template
This exercise will teach you how to automate an A2J Guided Interview and create an A2J Text Template. It uses a sample Word document that contains many of the field types you'd run into in automating an actual court form. The exercise generally takes between 60-90 minutes to complete.
Sample A2J Guided Interview and A2J PDF Template
This exercise will teach you how to automate an A2J Guided Interview and create an A2J PDF Template. It uses the same sample Word document as the previous exercise, but converts it to a PDF instead. The PDF contains many of the field types you'd run into in automating an actual court form. The exercise generally takes between 60-90 minutes to complete.
Sample A2J Guided Interview and A2J PDF Template: Quick and Easy Automation
This exercise will teach you how to automate a complete document assembly package in under an hour. The exercise contains a simplified PDF document that is converted to an A2J PDF Template which is then automated and goes on to teach you to create the necessary questions in an A2J Guided Interview to fill out the template.
This exercise will teach you how to create a single A2J Guided Interview that can conditionally insert three separate forms/templates based on the user's answers to specific questions.
Sample A2J Guided Interview and A2J DAT Text Template: Repeat Loops
This exercise will teach you how to create repeat loops in A2J Author in two ways. It will also walk you through automating a simple text template to demonstrate how repeat loops within an A2J DAT Text Template work. This exercise is for more experienced authors who have gone through several of the above trainings first. It should take around 1-2 hours to complete.
Sample A2J Guided Interview: Using Functions
This exercise creates an A2J Guided Interview only which focuses on using many of the built in functions within A2J Author to create a more personalized and useful experience for your end user.
Sample A2J Guided Interview and A2J PDF Template: Adult Name Change
This exercise focuses on creating an A2J Guided Interview and A2J PDF Template that replicate a real world name change form.
Sample A2J Guided Interview: Scripting Advanced Logic Statements
This exercise creates an A2J Guided Interview only which focuses on scripting common logic statements found in many A2J Guided Interviews.
Sample A2J Guided Interview and HotDocs Template
This exercise will teach you how to automate an A2J Guided Interview and create a HotDocs Template. It uses the same sample Word document as the first two exercises, but converts it to a PDF instead and uses another software tool called HotDocs to automate the template. The PDF contains many of the field types you'd run into in automating an actual court form. The exercise generally takes between 60-90 minutes to complete
Sample A2J Guided Interview and HotDocs Template: Nested Repeat Loops
This exercise should be undertaken by experienced A2J Authors only. Nested repeat loops are used when an author wants to ask a series of repeated questions within a series of repeated questions. This is commonly found in divorce and child custody pleadings related to children of the marriage and places they have lived in the past 5 years. This exercise is based off of a "hack" to A2J Author and a correspondng parsing computation for HotDocs developed by Robert Aubin (thanks Bob!). Both the A2J Author and the HotDocs component are detailed in this Sample Exercise.
Sample A2J Guided Interview: Macros
This short exercise teaches you to personalize an A2J Guided Interview with a variable macro. This is a way to call out the value of a variable the end user has already answered in subsequent questions. This exercise should take less than 30 minutes to complete.
Sample A2J Guided Interview: Pop ups
This short exercise teaches you how to add pop ups to your A2J Guided Interview questions. Pop ups allow you to give your end users additional information or definitions of legal terms right at the point in which they need them. This exercise should take less than 30 min to complete.
Sample A2J Guided Interview and A2J PDF Template: Fee Waiver (COMING SOON)