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Use Build Document

Build Document lets you search and select a template, complete a questionnaire (save/resume if needed), then generates a Word document ready for all Drafting Assistant tools.
Use the Build Document tool to assemble documents from templates. Once the document is built from the template, all Drafting Assistant tools and functions can be used with the document.

Create a new document

To create a new document using the Build Document tool, complete the following:
  1. Select
    Build Document
    .
  2. Do one of the following:
    • On the
      Browse
       tab, enter a search term in the
      Search templates...
       field. When searching from this tag, results will be pulled from all sources to which you subscribe. From the results, select the template you want to build. A window may appear asking for your Contract Express credentials (email and password). Enter your credentials, and select
      Log In
      .
    • Select
      Firm Templates
       or
      Practical Law
       to access the list of templates from that source. From the list, select the template you want to build.
  3. A separate window will open with a questionnaire. Enter all necessary information in the questionnaire, using the
    Previous
     and
    Next
     buttons. Select
    Preview
     to view the document in the questionnaire window as it is dynamically created.
    • You can also download entries using the
      Download Answers
       button or upload previously created entries using the
      Upload Answers
       button (Contract Express templates only).
    • At any time, select
      Save & Close
       to end the questionnaire. All answers will be saved, and it is possible to continue building the document later. Additionally, an entry in the
      My Projects
       tab is created with an Incomplete status.
Once the questionnaire has been completed, a new instance of Microsoft Word opens with the completed document. Additionally, an entry in the
My Projects
 tab is created with a Ready status.
All tools and features in Drafting Assistant can now be applied to this document.

Access an InComplete a Document

To complete an unfinished document that has been saved or has saved answers, complete the following:
  1. Open Microsoft Word, access Drafting Assistant, select the
    DA
     toolbar button, and select
    Build Document
     in the left pane.
  2. On the
    My Projects
     tab, find and select the document you want to complete. It will have a status of Incomplete. You can use
    Search
    ,
    Sort By
    , or
    Filter
     to help you find a previous project. Select
    Edit Questionnaire
    , and the questionnaire will open in a new window with any previous answers populated.
  3. Complete the questionnaire as necessary. Use the
    Previous
     and
    Next
     buttons. Select
    Preview
     to view the document in the questionnaire window as it is dynamically created.
  4. Select
    Save & Close
    .
  5. A new instance of Microsoft Word opens with the completed document. Additionally, the entry for this project in the My Projects tab will change from Incomplete to Ready.
All tools and features in Drafting Assistant can now be applied to this document.

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