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WinDraft - Eidelman Associates

1. 5 2 APPENDIX I EP EXPERT COMPONENTES ssccscccsssssccccssscscccccsssscccccsssscccccsscsccccssscccoes 6 1 OE idelman Associates 1999 EP Expert User Guide Introduction 1 Introduction 1 1 What is EP Expert EP Expert is a software enhancement to Microsoft Word that is designed to increase the productivity of estate planners by automating the process of document drafting The unique user interface presents an outline of required facts e g names of family and fiduciaries and legal decisions e g choice of marital deduction clause needed to implement the estate plan together with related data entry screens Once you have entered and saved the data EP Expert s document drafting engine produces in Word format the documents you select You can then edit the documents in Word as you would any Word document The main benefit of EP Expert is the production of high quality consistent documents with a minimum input of non billable attorney time EP Expert contains all the basic documents used to implement a variety of estate plans including e Simple Will e Will with Testamentary Trust e Pour Over Will e Revocable Trust with and without GST provisions e Living Will e Powers of Attorney for Health and for Financial Matters e Irrevocable Life Insurance Trust See Appendix I for a complete list of client documents and other elements included in E
2. 14 la Path WINDRAPT WDDA TAGE XE iet ss 14 2 ChecklistTemplateDir C WINDRAFT TEMPLATE 14 SC Ospina his tdt uar oe M piat 14 d SBHOSEWPSWOEPID bet ato 14 P 14 MAD O ELT 15 D dU m 15 E New WiZard au eg eames stent bue 16 SysName Follow this format for each practice system see examples below 17 l DocDirZCAWINDRAFTNSysName 17 2 SubDir C WINDRAFT SysName subdocs cccccceecccccccceeeeesceeeeaeeseeeeeeeaeees 17 3 HileSection File Section Heading Name 17 4 WddDir2zcNwindraftNSysNameMdata eese 17 29 bDMacrosblastOBD Generals eio epp II ie Ee rod uo 17 On TIC SS Nea Ota Dios ata deste ode tueur 17 7 Checklist r emplate C WinDraftNSysNameNemplateNSysName wdt 18 8 ChecklistHelpZC WinDraftNSysNameNemplateNSysName nfo 18 9 ChecklistHelpURL http www lawtech com ephelp 18 10 5 1 1 1 esses 18 11 DOCS OBE FY PE ID SvSNGMelGid ueste S 19 12 Def
3. WINDRAFT OPTIONS A WinDraft Toolbar Settings 1 WinDraft Author toolbar 2 WinDraft Editing toolbar WinDraft Default Settings 1 Watch document assembly 2 Watch hidden parts of document assembly Xl HOW TO READ MODEL DOCUMENTS A WinDraft Syntax and Concepts 1 Inserting or Merging a Variable WinDraft User s Guide 13 14 14 15 15 15 16 17 20 20 20 21 21 21 21 21 21 21 21 23 23 23 23 24 25 26 27 27 27 27 27 21 28 28 28 28 11 2 Conditional Text or Rules 3 Document Structure 4 Estate Planning Documents B WinDraft Model Document Command Summary WinDraft User s Guide 28 20 20 30 iii WinDraft User s Guide l The WinDraft Document Assembly System A Scope This manual concisely explains the basic techniques for using the WinDraft system It assumes that the user is generally familiar with using Microsoft Windows and Microsoft Word Except where noted WinDraft uses standard Windows menu choices tool bar buttons check boxes radio buttons and other typical Microsoft Windows functions and commands in their standard ways If you are not familiar with Word and Windows you may need to consult the Microsoft manuals for these programs or some of the excellent third party guides that have been written for them as you read this chapter The WinDraft User s guide assumes you already have WinDraft installed If
4. James Ha Guardian 48 Hampton Willam William 5 Ha L3 Living iti Hampton Andro Andres amp Ha nm gants Hrian Bran Harm Ls LIEB3 Liza A Ham i fi Personal Representaines FH Guardians Fi Trustees LL Revocable Trust Fi Trustees E TIruepeas Einor S Hampton M Financial Durable Power of Attorney Heallh Care Durable Power of Attorney Living Mil vel ue Revocable Trust zoe Imesocable Trust Drag and Drop Start with the Husband s documents Click on a person on the right drag them onto the role on the left and release the mouse button to drop the person on the role You can have co fiduciaries by dropping two or more people on any given role As you add a person to a role the system will automatically keep count That is if you add Agent 1 the interface will open up Agent 2 and so forth There is no limit to the number of levels you can have and there 1s no limit to the number of people you can have at any level Note The WinDraft System Author must make sure that the document language and the corresponding variables are consistent with the number of levels of roles etc a ls az EPPeople Estate Plan Roles Oe x File Edt View Options Help Jack R Hampton BI Financial Durable Power of Attorney Agents Eros Agent 1 E fi Elinor 8 Hampton ao Agent 2 000i Dav
5. RelloWife self EM Revocable Must Bender r US fi Trustees Chenthlatter Hamntnn FP esie Note that if you want to change the display of people on the right side of the screen you can drag the column headings to change the order and you can click on a column heading to sort on that column The default is sorting by last name but for example if you want to see the children sorted in order of age you can click on the date of birth column to sort by age To assign roles simply click on a person on the right hold down the mouse key drag them to a role on the left side and release the mouse Start with the Huband s Durable Power of Attorney agents b Copying Nodes of the Tree Note that you can copy just about any node on the tree Click on the husband s FDPOA agents for example and copy Then click on the husband s health care power of attorney right mouse click and paste Or you can simply click on the Financial DPOA copy 10 click the Health care DPOA and paste See the full EPPeople manual for more information First use copy and paste to copy fiduciaries as desired for each of the husband s documents Then click on the husband Copy Then click on the wife and Paste You ll get the complete mirror image Then you can make any manual changes to the wife s fiduciaries SAVE When you have the data the way you want it press Alt Tab or click the Unti WinDraft checkl
6. Tn ce ee nee anne Ore 9 ead 9 pi Wado Dee 9 E iE 9 E WADE OAC AOE Cr MDEIILOOU cuoi iita dial se ed rude 9 H tb matin N 9 LE BEN d ee 9 IV Appendix Windraft ini settings 10 CEN Ora EH 11 I 11 22 Pros DiC aesti pisse use re besote aen don des HERE 11 WinDraft Model Document Author s Guide Technical Appendix 1 2e JOefault5ystem EP Syte eodem 11 E noL 11 3 Edo beean ona 12 Watch Assembly ta cec teta 12 Te AIWASS W ENSO 12 ENN c 12 IND RAP TOG idi ha ipe emen Saca n ERES kd 12 10 SaveDMS DOECSODOED uero 13 11 Save Dui cere nt re ee Rie 13 b older eves feed 13 l Eibar LLDOCSO enini banda t Purto 13 2 JTOCSCustEeedEsST 13 52 niqueDOCNaMea ui scires pet eda eid Modeste dedi sts 14 4 DOCSCustn Group GROUP GROUP_NAME 5 eene 14
7. GETDB Author DSN ClientMatter FROM blEmployee GET LastName FirstName WHERE Email AuthorLogin GETDB FILE db2 mdb SOL SELECT FROM People GETDB PersonalInfo DSN People SELECT FROM People Reads information from an ODBC compliant database It starts with the keyword GETDB and a variable name If the given variable name ends in an open closed parentheses pair then the information 1s read into an array Otherwise it 1s read into one variable and WinDraft gives an error if more than one record is returned by the query Next 1s specified where to read the data from This can be done in three ways The first is to use the FILE parameter to read from a hardcoded file with the default file type being Microsoft Access the DRIVER modifier can be used to select any ODBC compliant driver for the file The second and more general way is to use the DSN parameter to give a general ODBC DSN See the ODBC documentation for more information on DSNs The third and most general way 1s to simply supply an ODBC connect string such as DSNZWDPeople as the second parameter of GETDB without any other indicators Finally you specify what should be read Again there are two ways to do this The first is to have a GET parameter with a list of the desired fields together with a FROM parameter to give the desired table and optionally a WHERE p
8. WillTrust Both Will and Trust idi Neither Will Nor Trust END CHOICE CODE DistributeResidenceUnderWillOrTrust Provide for distribution of residence under Will or Trust Will Wil Trust Trust END CHOICE VIII General Tips by Jim Eidelman A Windows Setup 1 Task Bar In Word 2000 Word gave each open document its own full window It looks like there is a separate version of Word open for each document but there isn t At first I hated this because I usually have a lot of documents open and the task bar at the bottom of the screen had buttons that were so narrow that they were unreadable like this Epgr doc rmcrosorr word ai epee fH 3 There are two ways to get your toolbar back so that you can read what the buttons represent e Drag the task bar up so that it displays 3 or more rows It will look like this start A EA 4 14 PM O Outbox Microsoft 18 Microsof 8 AppointmentofFiducia E Micro 8 EPERRORS DOC Mic Ba will doc Microsoft 5282 be Tech stuff Web Ex F HTMLHelpUpdate doc E 3 0 4n Manual 14 Start gt dae Qutbox Microso Bl Jepgr doc Micro AppointmentOfFi T E Common dac 2 E EPERRORS DOc E Will deve Micr
9. Getdata Commands 48 111 B 1 2 C a Examples The User s View The Blastoff File temporary Data In WDOutputAll txt In Husb FDPOA txt 1V Eidelman Associates EP People Fiduciary Chooser for EP Expert I Introduction A Documentation When you first use the program you should review the Quick Start To Using EPPeople which contains a step by step list of what to do to create the data and assign the roles for an estate plan Itis not a substitute for this documentation however Also there is a list of undocumented features or various notes and screen shots to be incorporated into the manual at the end of this documentation B This is a Work in Progress Our EPPeople module of EP Expert and this documentation are works in progress As technology changes and as more law firms get experience with it and request additional features this program will continue to be enhanced in a number of ways These enhancements may include the estate planning functionality the way it integrates with the WinDraft environment its user interface and programming interface and the way the setup installation works Consequently do not be alarmed if the version you are working does look or work exactly as described in this document Please visit www lawtech com windraftupdate for further information And please send us an email or give a call as you find issues or have suggestions either as to the program it
10. Windows screen will look like this Click the Add button at the bottom of the screen to add a person to the database You ll see that the grayed out tabs for record view and table view become black You can click on the tab to move back and forth between record view and table view In either view the Add Save Delete and Close buttons at the bottom of the screen work the same Add Save Delete Close 1 Table View Table view allows you to see all of the people on one screen but you can t see all of their data unless you scroll to the right 6 This is Table View As you add more records you ll see them in a table that looks like an Excel spreadsheet You can scroll to the right to add and edit the data Each time you want to add another record click the Add button amp People cni Eg Client if Hampton Matter e 0001 Last Mame First Mame Middle Full Hame Rel To Husband Curt Hampton sl EE gt 4 People Database Record n 1 ny Add Save Delete Close 2 Record View Record view lets you see all of the data for just one person at a time but you can see all of the data for that person like this Client if Hampton Matter e 0001 QNERRRRERSERERREEESEREESERSSEEEEESEREEERREREE Record View Table View Last First Name Middle Hampton Curt Full Name Curt Hampton Address e mail Rel to Husb self Address 2 Pager Rel to wife
11. B No enabled controls are unanswered This message is given when a user tries to do an Outlined Find Next Unanswered F4 and all of the questions in WDData are either answered or disabled This should be looked at more as a message that the data entry screen checklist has been completed than as an error message C Unable to save to DOCS OPEN This error should occur only if you are using the DOCS OPEN document management software This indicates that WDData was unable to save a file to the paths which DOCS OPEN specified This is probably an error in DOCS OPEN Try restarting DOCS OPEN and or Windows to fix this D Unable to save blast off file WDData was unable to save a temporary data file for blasting off into Word The most common reasons why this occurs are 1 a lack of disk space or 2 an invalid directory specification in the file WinDraft Checklist Author s Guide 77 Practice System is not set or set to a system without a WDData checklist template Either you have not selected a practice system or there 15 no entry in the INI file for the checklist template for this system F Unable to open WDData checklist template WDData was unable to open the checklist template specified in the INI file for the current practice system This may indicate that the file doesn t exist or that the path is bad G Unable to create the outline control This error should occur only u
12. ChildrenIssue Children and Issue ChildrenOnly Children Only Other Other END CHOICE Children and Issue C Children Only Other Hame exact format of other beneficiary Drop down list of specific gifts Gift of jewelry IF Tangible Other TEXT OtherName IF other name of other beneficiary ENDIF SHORTCHOICE DropDL Drop down list Text of other specific bequests Jewelry Gift of jewelry Baseball Glove Baseball Glove END SHORTCHOICE LONGTEXT 3 BequestList Text of other specific bequests Other commands that display LINE Displays a horizontal line EDITCHOICE Same as SHORTCHOICE but lets you type in data not on list SPACE Extra blank line TITLE Same as LABEL to display text except that it centers the text Other commands you can t see on the screen IF ELSE ELSEIF ENDIF Used to gray out questions that don t apply or to control the flow of logic See TEXT example above Also hides outline headings SET Used to set an answer such as SET State New York FOR NEXT Repeat Loop WDSCRPIC DOC 2 18 97 AUTHORING SCRIPT OUTLINES Command Summary and Examples Sample Script with Outline Commands OUTLINE Page1 Loan Agreements HEADINGI Global Global Information HEADING I Basiclssues Basic Issues HEADING2 LenderInfo Lender s Information HEADING2 MakerlInfo Borrower s Information HEADING2 LoanInfo Loan Informa
13. Drop down list of specific gifts Gift of jewelry SHORTCHOICE allows the user to select only items which are on the list EDITCHOICE allows the user to choose any item on the list or enter her own The SHORTCHOICE and EDITCHOICE commands also support presenting lists formed from a database query Define a query in the DEFINITIONS section described elsewhere and reference it in the SHORT EDITCHOICE command For example SHORTCHOICE Husband Key QUERY People ENDCHOICE WinDraft Checklist Author s Guide 64 Restrictions Since Windows doesn t support graying out items in a drop down list IF logic is not supported inside a SHORT EDITCHOICE command You can gray out the whole command but not individual choices EDITCHOICE requires that the prompts and the values assigned be the same 4 CODE CODE Use the CODE command when your answer could have more than one selection that is true For example Topping for your sundae X Jimmies Whipped Cream Hot Fudge The syntax used to create this question looks like this CODE Topping Topping for your sundae Jimmies WC Whipped Cream HF Hot Fudge Oreos Oreos END CODE The formatting is exactly like the CHOICE command described above The difference is that CODE allows the user to select none one or as many of the options as he or she wants Note that what WinDraft does with the answers is to
14. From Windows not WinDraft s checklist load eppeople StartlIProgramsIWinDraftlEPpeople Create a set of roles FilelNew Hampton 0001 and you should get a populated tree Test as appropriate drag and drop some roles then FilelSave Then FilelExit Note If it works without error then that means that EPPeople is loaded and working properly including XML parser and MDAC o Usea sample data file e Open a sample data file Hampton Make sure there are people in the roles table and no error messages other than possibly the switch to or retry Blast off the financial durable power of attorney FDPOA Note If this works then the OLE Automation aspects are working properly so that WinDraft s checklist program WDDATA can correctly talk to EPPeople and drafting engine WinDraft wll and the forms are correctly reading the EPPeople output o Go through the steps in the Quick Start to using EPPeople to create a new one and blast off If that works then you are in business Note There have been some settings all involving machines created through a cloning process such as Ghost in which everything worked fine with an existing data file but creating a new data file caused an error message C EXPLANATION What s going on with this program 1s that WDDATA EXE written in 44 C EPPeople exe written in VB talk to each other using Microsoft s Component Object Model COM
15. Tables Queries Table EPPeople 5S0610 0000 Available Fields Selected Fields Lasthame Grantor Document Middle Role RelTaHusb Index RelTowife Entity Gender Field ClientMatter RercordID ClientID Report Wizard remove a grouping level that vau b added click on it then click lt Document Entity Field amp RecordID Fullame Grouping Cancel Back Finish Layout Options in Stepped Layout the Wizard include the following You can also pick color schemes _ 19 fonts etc Report Wizard mM EESSS EHHE HEHHE afa atata MM MMM MERRE WERNE HHRHH Outline Layout BLA KA S A KHAKE HEHE HHH ETE hh EHEH EREEX nnnm SEXES 20 Designer View of Report Header the Report created by the Wizard From here you Page Header can change the Ieee aa a T 7 text and Grantor Grantor po p n forma tting UR Ubrum UU D EXCEL PIVOT TABLE 9 Grantor ETE The text file can z also be read into E an Excel table and 18
16. role output Child display Children gt lt role output Husb display Hushand gt lt role output Wife display Wife gt lt document gt lt grantor gt lt grantor display Wife output Wife id 12 gt lt document output FDPOA display Financial Durable Power of Attorney gt lt role output Agent display Agents gt lt document gt As you can see the General EPT file defines the documents roles and output but has no information in it about people There can be different EPT templates for different firms states and factual situations By default they are named General EPT but they can also have other names and a macro can use different EPT files to create a new EP roles file depending on the facts Client EP files As mentioned above EPPeople has two modes of operation 185 e Normal Integrated so that EPPeople data is saved with the WDDATA Checklist so there are no separate EPPeople data files e Special Launched by itself from Windows Except for importing and exporting in normal operation the user does not need to worry about EP files WinDraft stuffs them into the normal WDD WinDraft checklist data file and manages them automatically The following was written before we started storing them in the WDD file Everything below except for File operations 1s still valid The EPPeople role files are formatted in XML and have file names that end with EP They are
17. 28 3 Automatic Creation of Prope 29 IDs dan ded ei E 31 1 Working with WDData Data Files toa oe oae ei e aed tai 3l 2 dJ utputto DOCS OPEN So vea ed eU uve 3 3 Problems Returning Hit List of Documents Created 33 VI Appendix Troubleshooting 34 A Macro Button Doesn t Work Right eeeeeeessssssseeeeennenneeeenne nnne 34 VII Appendix Model Document Structure for EP Expert 34 As CONG POR T 34 1 WillHusb Doc or WilIWife Doc eeeeeeeeseeeeeenennmnenennnn nnne 34 B REVOCABLE eot ton coasters lee honed anii 35 E RI usbbocorRE Waite DOC ediosis 35 OSPR CTC sis we ee 36 2s Trust dont a teen out baba a 36 IRREVOCABLE uma 36 TRUST oer 36 WinDraft Model Document Author s Guide Technical Appendix ii WinDraft Technical Appendices l Appendix Optimizing WinDraft Performance In the early days of WinDraft we created a Revocable Trust with several hundred IF statements and almost 200 pages of text that might or might not be included WinDraft merges it in under a minute on a Pentium 90 machine with fast video card and an optim
18. Estate Planning L IMP I Eatabe Planning 2 Select the documents you want the system to create and click OK OE idelman Associates 1999 EP Expert User Guide 3 1 Data Entry Notes and Tips Ld Although it will take slightly longer we recommend that you select Watch Assembly so that you can observe the document as it is assembled on the screen 3 The system will merge the model documents and the client data you entered to create the selected documents The system will display a status box to show progress during the merge process with the message Document Assembly Completed when done 4 If you wish to create a Table of Contents for your documents click the TOC button 002 on the special Edit Tools toolbar 87 at Body Styles 10 5 Save the documents as you would any Word document 3 3 Data Entry Notes and Tips This section presents general information on data entry screen logic and tips that you will find useful as you enter client data Screen Logic Graying Logic in General The data entry screens are programmed to out certain choices For example if there is a QTIP marital the spouse cannot have a right to withdraw the principal so that option is grayed out p If a question is grayed out on the screen it is disabled and it will be skipped when you navigate through the screens This 1s true with any of the navigation methods Special graying
19. In response to a text box simply type in your answer These answers can contain up to 8000 characters If you type beyond the right side of the text box the data scrolls like a ticker tape Even if it is not visible the data 15 all there The lt Home gt and lt End gt keys will move you to the start and end of the text respectively If the question 15 unanswered it will say UNANSWERED in the checklist There are two variants of text boxes Long text boxes work in exactly the same way as normal text boxes but let you see more of what you have typed Long text boxes also accept returns when you press the Enter or Return key inside of them WinDraft User s Guide 10 Describe the real property Masked text boxes look very much like normal text boxes and accept keyboard input in a similar way but they only allow information that is formatted a certain way Masked text boxes are often used to enter phone numbers dates currency amount and so forth Enter a phone number 7341 7684 aur 2 Check Boxes Check boxes represent questions calling for a Yes No response They can have three states 1 Checked which means Yes Is the Grantor Marne 2 Unchecked which means No Mental Status amp the Grantor baned 3 Hatched meaning it s Unanswered Check boxes sometimes come in groups Tha loan mag be nadie bu R duchrsnce of DO Leer ol cuni 3 Choice
20. None Database Options gt Supply whatever information the driver needs to connect to your database in this example just click Select and choose the pathname for Sample People mdb Next enter in the Data Source Name Remember this because this is how you will refer to the database from here on out In our example we will use the data source name of WDPeople Click OK in the Driver Setup dialog then click OK again in the ODBC Data Source Administrator You are now ready to access the database from WinDraft Checklist Template Databases are used to keep lists of people items or other entities Sometimes it is enough to work with all of these together but usually you will want to select a particular person or item for use in your output documents This section will show you how using the WDPeople source set up above as an example From Microsoft Word if WinDraft is not loaded load it by clicking the button or by pressing Ctrl Alt W Open the Checklist Template document by clicking the button as usual Now take a minute to look through your checklist template You should notice that it is divided into several sections After some comments and other commands near the top you will see some lines like OUTLINE Copyright EstatePlanning HEADING I Title Title Page END OUTLINE After this you will see a bunch of sections which state with something like PAGE Copyrig
21. concatenated together For example you might want to concatenate several variables in the following manner Author s Guide Model Documents 31 DUAL SET GrantorAndSpouse GrantorName and SpouseName HusbandFirstName HusbandLastName This would combine the contents of the GrantorName variable and the SpouseName variable with the word which is our string constant in between The spaces around the are required in the above to avoid having the two names run together as one word In the second example quotes are needed around a blank space to separate the two names F Including Quotation Marks in String Constants If quotes are needed in a string constant WinDraft will evaluate two quotation QUOTATION marks next to one another as a single quotation mark rather than as the end of MARKS a constant This feature is especially useful for the PROFILE command which OPEN fills out the DOCS OPEN profile forms Functions can also be used in an expression For example if the author wanted the names to be uppercase in the above example he could use SET GrantorAndSpouse UC GrantorName and SpouseName or SET GrantorAndSpouse UC GrantorName UC SpouseName WinDraft Author s Toolbar We have programmed a number of special tools and macros to assist you in authoring Model Documents Those that have a button associat
22. B SET SET One way to tell WinDraft the value of a variable is to SET it by using the SET command Thus in the above example a law firm in Michigan may want to have all agreements interpreted under Michigan law thus the variable ChoiceOfLaw can be set to equal Michigan Whenever this variable Author s Guide Model Documents 10 ASK ChoiceOfLaw appears in the text Michigan will be inserted 1 its place This makes it unnecessary to ask this question in the data entry screen and avoids wasting the user s time in asking a question whose answer is unlikely to change If however the variable ever did need to be changed to meet a client s wishes the command could found in the Model Document and edited to reflect the appropriate change The above example would appear in a Model Document as SET ChoiceOfLaw Michigan This Loan Agreement is entered into by Lender and Borrower on the DateOfAgreement It will be interpreted under the laws of the State of ChoiceOfLaw Notice that the data to the right of the equal sign in the SET command is not surrounded by brackets but rather by quotation marks When you assign a variable an answer it must appear in quotation marks In computer jargon the SET command is called an assignment statement because it assigns the value of the variable to the variable These variables will be in the memory of the computer only when you are merging the specific document or related
23. concatenate them This is a computer term of art that means to string together For example if you concatenate with there the result is Thus in the example above the field Topping in the data field and in the document would be JWCOreos which is the concatenation of the answers selected This is most often used in the WinDraft Model Documents with the operator C which means contains In this case in the Model Documents if you want to know if the user selected HF for hot fudge there could be an IF WinDraft Checklist Author s Guide 65 Statement like this IF Topping C etc S BUTTONs BUTTON The BUTTON command is used by advanced WinDraft programmers to active VB Javascript programs BUTTON ButtonName Prompt for user When any button is pressed the OnButtonClick event is called in VB Javascript with ButtonName as an argument BUTTON Insert Insert BUTTON Delete Delete Insert Delete You may put up to three buttons in a row WinDraft will place them on a single line as shown in the Insert Delete example above C Commands to Format or Explain 1 LABEL LABEL The LABEL command is used to display text on the screen without asking a question allowing a response or affecting the data file It is often used as a heading or to clarify meaning For example Lender s Information is created b
24. tion After Microsoft Word is loaded you click the mouse on the Checklist button and the Win Draft data entry program appears FIGURE 1 WinDraft s Practice Systems Dialog on the screen I particularly like the following aspects An outline interface With most docu ment assembly systems the user is quickly lost in the mass of details and sequential questions which make it difficult to see the forest for the trees WinDraft s beauty is its sim plicity the left side of the screen always shows the forest and the right side shows the trees The two sides form a client information checklist presented in a two panel screen as shown in Figure 2 The left panel contains an outline of the relevant legal and factual issues and the right panel contains a dynamic data entry screen for gather ing the facts The interface uses com mon Windows interface elements such as checkboxes for Yes No questions radio buttons for choose one of many and text boxes for typing in names or other text If the author has taken the time to set it up Legal Help is available to explain each question or series of questions on the data entry screen Graying out of irrelevant questions I particularly like the way WinDraft handles logic in its data entry screens As selections are made that make other questions irrelevant those that do not apply are instantly grayed out and cannot be answered
25. was left blank Note however that this does not cause an error and the document will still merge To avoid this problem always use the F4 keyboard command when filling out the data entry screens This command takes you to all the relevant unanswered questions so that they can be answered If all the questions have been answered WinDraft tells you that no unanswered questions remain D Formatting Problems If you have a stubborn formatting problem e mail your file to Eidelman Associates and give us a call We will be happy to help you solve it Here are the most common ones 1 Extra Paragraph Returns WinDraft leaves in or deletes hard returns as it merges a document according to the rules set forth in the section called How WinDraft Handles Whitespace on page 40 above This means that if there is an extra hard return you don t want it 15 probably one that looks as if it is on a line by itself in the Model Document but isn t Perhaps it has a space between and the return For this reason it is best to edit Model Documents with your options set to show spaces tabs and paragraph returns Do this in Word by pressing the M ml icon or by selecting ToolslOptions clicking on the View tab then selecting the appropriate characters in the printing box in the lower right hand corner of the dialog box 2 Indents and Other Paragraph Formatting Problems If you end up with paragraphs in the file that have
26. Copyright 1394 1 396 Eidelman Associates mra E faa op Rus wpadroo a 5 amp saociarna other wer Eorum this Somer E rcr 3 1 Payment of Claims Ex MUST Psy Teves payments by the Trusti made directly or to my or reimbursement of sard Pi such legal representatives Sap of the amount aud propriety 7 E ITITETEE GHTUTUTTZET TU thereon and shall be under no duty to see to the application of such payments These sume are those required to discharge all of my fimer expenses expenses of last illness other claims against my estate fede aud state income and gift taxes owed by me expenses of the administ of my estate and shall pay without apportionment all death taxes of character owed by my estate and by whatever name called mcluding pro f We he n e ahe n ee ee ni n n n afe n ale afe n n n ne n afe e ae ak ak RT F l GIATUS inserting Will amp Trust Provisons 7 1 Sec 17 A In T Cal VRE EST OVE pero When WinDraft is finished you will see a Document Assembly Completed message and you can save and edit the documents like all other Word documents If you clicked the Save in document management checkbox the system will create a profile for each document and display a hit list of the documents WinDraft just created WinDraft automatically fills out the Word profile with WinDraft User s Guide
27. In some cases whole screens will be grayed out while in others just a single button in a long list of options will become unavailable This puts the lawyer in control never flying blind as with many other systems Summer 1995 What you see is what you get outline printing An essential feature of WinDraft is its ability to print data in a format that is useful to lawyers and staff Eidelman says the idea behind the data checklist stems from the old Master Information List MIL from the days of manual substantive systems This feature is based on the ideas in the pioneer ing book written by incoming ABA President Roberta Cooper Ramo How to Create a System for the Law Office The entire checklist including headings questions and answers will be printed in outline form with indenting and graying as on the screen This printout pro vides an audit trail and is perfect for efficient review of the decisions that have been made by the document drafter Common interface The program s menu choices and toolbars work in exactly the same way as the Microsoft Office programs If you can use Windows you can use WinDraft Blasting Off to Merge Documents Once the data is set the way you want it you click on the Blast off ABA Loan Agreement 31 LB Global information E Basic Issues B Lender Information Borrower Information B Loan Informatio
28. LastName a WinDraft Documentation Additional Documentation and Notes October 12 1999 l PERSONAL PRONOUNS AND OTHER GENDER SPECIFIC TERMS 2 A Personal Pronouns as Functions 2 B Estate Planning Gender of Husband and Wife for Mirror Image Documents 4 ll EASILY CHANGING BLAST OFF DIALOGS FROM TEXT FILES 4 A New Tabbed Interface for Blastoff 4 B General Blastoff s BlastoffTemplate txt 5 Ill CONTEXT SENSITIVE HELP DOCUMENTATION ADD 6 A Enhancement You don t need to create an entry in the NFO file if you name the variable the same as the HTML file 6 B Using Word 97 or Word 2000 as your HTML Editor 7 l Word 2000 and Internet Explorer 5 0 7 2 Word 2000 or 97 and any browser Netscape IE 8 3 Inserting Screen Shots 8 4 Files and Directories 9 IV USING WORD FIELDS TO UPDATE LATER DRAFTS 9 V COSMETICS VISUAL DISPLAY AFTER BLAST OFF 10 l PROGRESS 10 2 STATUS 11 3 DISPLAY ON OFF 11 VI PROGRAMMING FOR NEXT LOOPS 11 A Entry Checklists 11 B FOR NEXT loops in the documents 13 1 JAE Complete this 13 2 How to set up the For I 1 to CounterVariable loop 13 3 Whole Command on one line or in INCLUDEd file 13 4 Examples 13 TIP ON PROGRAMMING MIX AND MATCH MULTIPLE CHOICE QUESTIONS 13 GENERAL TIPS Windows Setup Task Bar Start Menu Windows Explorer Settings Favorite Utilities to Support WinDraft Authoring TextPad BeyondCompare Hypersnap WinZip WISE installation
29. UserID DOCSOpen Library DOCSCustLegal CreateUniqueDoc Names WDData path ScriptDir DOCSOpen ODMA Standalone Setting CNWINDRAFT CAWINDRAFT Name of a system or not present 0 or not present 0 or not present 0 or not present blank or not present CNWINDRAFTWI NDRAFT LOG or not present STANDALONE or not present not present not present not present C WINDRAFT W DDATA EXE C WINDRAFT SC RIPTS or not present or not present Sample ini file settings Network Setting VAWINDRAFT V AWINDRAFT Name of a system or not present or not present or not present or not present blank or LawOffice C TEMP WINDRA FT LOG or not present ENV UID or not present not present not present not present V WINDRAFT W DDATA EXE V WINDRAFT SC RIPTS or not present Depends on Network and DOCS Open Setting V AWINDRAFT V AWINDRAFT Name of a system or not present or not present or not present or not present DOCSOpen C TEMP WINDRA FT LOG or not present DOCS or ENV UID GPDOCSO01 or other library name or DOCS 1 if your firm is using the DOCS Open Legal customization O or not present otherwise 1 for DOCS Open 2 5 or later otherwise V WINDRAFT W DDATA EXE V AWINDRAFT SC IPTS 0 WinDraft Model Document Author s Guide Technical Appendix Brief Explanation Main WinDraft Direct
30. WinDraft variables represent merge fields where variable information such as a name loan amount or contingent legal provision is processed when the document is merged Variables have the following characteristics They have names Each name must be only one word with no spaces or punctuation other than a period or underline in it The name may contain numbers but must begin a letter A Z However variable names have no limit to their length This feature should be utilized to name a variable in as descriptive a manner as possible Capitals can begin each word but no spaces can appear in between the words e g LikeThisExample or StateOfIncorporation When used in text variables are surrounded by brackets LikeThisExample Periods and underlines can be used in variable names as in Borrower Name or Borrower Name No other punctuation symbols may be used Model document ARTICLES OF INCORPORATION These Articles of Incorporation are signed by the ncorp for the purpose of forming a profit corporation pursuant to the provisions of Act 284 Public Acts of 1972 as amended as follows ARTICLE I The name of the corporation is CorporationName 1 Author s Guide Model Documents Merged document ARTICLES OF INCORPORATION These Articles of Incorporation are signed by the incorporators for the purpose of forming a profit corporation pursuant to the provisions of Act 284 Public Acts of 197
31. a manipulated in a 18 pivot table that Hm looks like the 21 example to the right Status We haven t yet created a generic way to create this Role Header B E Dacument 1Role Index Fulllame aeRO EE Ee OE er Eee Family Child FORPOA Agent HOPOA Agent 1 Trevor James Morgan Travis Scott Morgan 1Mill Lynn Morgan Lyle Allen Morgan City Matianal Investments Robert Johnson Scott Mitchell 1Mill Lynn Morgan 2 Joani Burger Physician 1 Susan S Edwards 2 Jeffrey M Keightly M D RT Beneficiary 1 Trevor James Morgan Travis Scott Morgan DeathTrustee 1JillLynn Morgan Z2 Lyle Allen Morgan City Matianal Investments Robert Johnson Scott Mitchell DisabTrustee 1 Jill Lynn Morgan 2 Lyle Allen Morgan City Matianal Investments Robert Johnson Scott Mitchell tu Lynn Morgan Kurt Morgan Guardian 1 Joani Burger 1 Jill Lynn Morgan 2 Lyle Allen Morgan City Matianal Investments Robert Johnson Scott Mitchell 2 ore D MM eed ERAT Sa Ne met ES DER ADT m akg Ay j 7 Lr ro MAILMERGE File Edt Wem Inset Fomai Took Window Hep Oregon speshi Word MailMerge fd or mad Tras Few Poman i can incorporate the data into Word documents The repeat loops aren t working quite the way we d like
32. and each person may have a different relationship to the husband and wife That complex data structure is compounded by the need to be able to insert this information into documents with great flexibility in the way the data is combined and formatted The way the information is merged into the documents may vary from state to state firm to firm and attorney to attorney depending on the law and the drafting style of the attorneys II The Solution EP Expert now includes a flexible user friendly approach to managing the information about people and their roles in the documents it is called EPPeople It combines an Windows Explorer like tree control drag and drop interface and advanced programming approaches using XML and COM A EP Fiduciary Chooser 1 Screen What it looks like XML Extensible Markup Language See www xml org www msdn microsoft com xml and Why I like XML http www xmlmag com upload free features xml 2000 04fal00 dw0004 dw0004 asp COM Microsoft s Component Object Model architecture See http www microsoft com com 2 xz Estate Plan Roles File Edit View Tools Help kurk A Financial Durable Power of Attorney B f Agents E a Agent 1 d f Jill Lynn Hampton B a Agent 2 P ds x f Jackie Neuberg bas ft scott Morlan Doo hi pa Agent 31 B Health Care Durable Power of AtForney I f Agents EF a Agent 1 bee f Jill Lynn Hampton
33. e Hatched meaning Unanswered Checkboxes sometimes come in groups You may check more than one option The loan may be made available by Iv Advance of funds Letters of credit Radio Buttons Terms for the release Payment method f Lump sum Structured settlement Radio buttons are used for multiple choice options Only one option can be selected If one choice is already selected click on another to de select the first choice Ld If the question is unanswered all of the buttons will be displayed in white Drop Down Box Parent s Resident State eg Michige ndianm un Ker ugk y Lnuisimna bisina Mandend Matsechusefis A drop down box is similar to radio buttons in that it offers a choice of one item from among many alternatives However not all choices are immediately presented To make a selection click the drop down button use the scroll bar to highlight your answer click on the answer If the question is unanswered the drop down box is empty like an unanswered long text box OE idelman Associates 1999 EP Expert User Guide 3 5 Create Client Documents Ld There are two types of drop down boxes in EP Expert One limits your choice to the items in the drop down list the other allows you to either make a selection from the list or type in text of your own Dates A calendar control may be used for entering dates This looks similar to a dropdown box but it has box at
34. gives any property one son discretion give vS Trustee Count to my son it will be the any property to my Trustee s right SonDaughter Child 1 Index it will be the Trustee xS Trustee Count right two If my Trustees in their trustees discretion give any property and two to my children it will be the children Trustees right In EPExpert these are set in a RULES file called genderterms rul which is called from EPStart doc on the subdocs directory If you want to see what all the settings are take a look at that file and if you want to add your own feel free to do so In using this we will typically use a SHORTCHOICE question on the checklist to ask for the gender of the person that might look like this in the script checklist template CHOICE DisenheritedChildren Index Disenherited Children Number and Gender zx En 1 son __ his 2 1 daughter her 4 more than one their END CHOICE The index might also get set in a RULES file SET command or in a FOR NEXT loop data entry screen that counts how many have been entered as in number of trustees number of children etc B Estate Planning Gender of Husband and Wife for Mirror Image Documents These variables are set in GRGender RUL and GR Gender doc for the husband and wife See Il Easily Changing Blast off Dialogs from Text Files Creating the custom Blast off d
35. husband City Fax Gender ms State Also Known As Date of Birth ST Mick Mame Date af Death Ip Citizen Marital Status ms City or County rj Agent Mame Frefis County Government ID 5 alutatian COUNTRY Notes Salutation Couple Business Phone Living Arrangements Home Phone User Client of Firm 4 People Database Record n 1 gt Add Save Delete Close 3 Navigating through the Records If you want to go back and forward through the people there are two ways to navigate Either go into table view and scroll up and down through the list Or in record view you can click the arrows at the bottom of the screen M People Database Record n 1 CC You can see what record number you are on and the arrows let you to the beginning the previous record the next record or the end respectively 4 Data You Must Enter Be sure to enter at least the name information gender state and relationship information For relationship enter both relationship to the husband and to the wife This is critical and must be entered at least for the clients and their children Clients For the man enter self for relationship to husband For the woman enter self for relationship to wife You must do this even if the client 1s single Children Use son or daughter for the Relations to Husband and Relationship to Wife The system will also output special data for stepchild
36. way charging tor veur documents advice and results not hours 7 2 Make the Capital Invest ment Business people understand the importance of capital investment The airline with the newest fleet of planes is the most profitable while the airline with the oldest enters bankruptcy Hardware and sorrware costs are only a small part of vour operating budget the investment of vour time and etrort can produce an effective practice system that can help launch your firm to the top C JAMES EIDELMAN i5 president of Eideiman Associates and publisher or WinDrart document assembly add in tor Microsort Word and WordPentect for Windows Eidelman Associates is Micresort Solution Provider that specializes in supporting law firms and law departments in the impiementation and integration of Windows based practice solutions Eidelman Associates can he reached at 800 77 LAP TOP or on the Web at httpz eww iawtech com CHRIS MAESO is a Michigan attorney specializing in corporate law and the development of expert systems He can be reached over the Internet at cmaeso milaw Corm June July 1996 LAW OFFICE COMPUTING zc ee NEWS FROM THE ABA LAW PRACTICE MANAGEMENT SECTION WORD AND DOCUMENT PROCESSING INTEREST GROUPS Summer 1995 WinDraft 1 1 Commonsense Document Drafting for Windows By Vince Wilk A simple interface and a three step process that lawye
37. with the wife appointing the husband 3 12 EP Expert User Guide Eidelman Associates 1999 Creating Client Documents Answer All Questions Be sure to answer all questions Note that a text box containing the word UNANSWERED indicates a question that has not been answered this 1s not the same as having answered the question NO fs Unanswered questions will cause errors when you Blast Off 3 4 Context sensitive Help An asterisk next to an outline item or data entry field indicates that legal help 1s available on that subject Click on the Legal Help button to bring up the related help screen gt If the cursor is on a field on the right side of the screen in a text box check box or set of buttons clicking on legal help will bring up the help screen related to that question if there 1s help for the question If not this action will bring up the help screen related to the page of information for the outline heading left side e If the cursor is located on the outline on the left side of the screen clicking on legal help will bring up the help screen related to the page of information related to that point in the outline The Help screen will pop up as either e awindow in the middle of the screen that contains plain text or OE idelman Associates 1999 EP Expert User Guide 3 13 Context sensitive Help e Web browser Netscape or Internet Explorer with legal help in HTML Web browser format T
38. you want to email sample data files and databases around For testing until you get it the way you want it it is best to be as flexible as possible Programming Note Should we eliminate the need for the MDB file and store all the data in the XML file We ll have to see how much the users see the MDB as an advantage vs something that gets in the way It s much better in a stable network environment but a pain if users are emailing data files around and don t have enough tech support to handle database synchronization Vill New Features Not Yet Documented This is a list of features that have been added to the program but not yet documented e More robust output of children information o His hers ours o Step children natural adopted children all children o ChildOf e TypeCode output Each role has a variable TypeCode such as Trustee 1 TypeCode It is a text string that contains one or more characters G for Grantor S for Spouse O for at least one other real person and C for Corporation e Using vbscript to pull beneficiaries and children into the WinDraft checklist o Add Husb amp wife info into checklist It is possible to set up a button or other event in the WinDraft checklist so that when you click it fields from the roles table are imported into the Checklist For example you can set up a FOR loop in the checklist for beneficiaries with questions about the trusts being set up for each of them and a Role
39. 1 WinDraft User s Guide Practice Systems Button m Click the Practice Systems button This button appears in the WinDraft toolbar on the upper part of your screen and is used to switch between different Practice Systems If only one Practice System exists this button will not be used Change Practice Systems Eidelman Associates GP Estate Planning Release and Settlement Agreements C General EP Expert Real Estate C Demo Babysitting Agreement C ABA Loan Agreements C Corporate Documents C Another Test Your systems will vary depending on what you or your staff have set up on your network or PC Select the system you want to use If you only use One system don t worry about it The last system you used will remain as the default 2 Checklist Button Checklist Button Clicking on the toolbar s Checklist Button automatically loads WDData the WinDraft data entry program The data entry screen appears and client information can be applied to legal questions Abalnant wind ralt Checkin File Ede View Quikm Degli Xu IB Gib romain When wil tha changa 5 Sy Ista 9 Index Aale Changes Lender s Ons Monihip Basis ie The reference rate of interest be E Loan Background Information Bank OF Springheld Rate Ji Tema of the Loan C Fus Spangeld Rate E Hegeiree Covenants Bank OF Am
40. 1 ClientOfFirm UNANSWERED Agent 1 Person 1 PersonNotes UNANSWERED Agent 1 Person 1 Name JILL LYNN HAMPTON Agent 1 Person 1 Index 2 Agent 1 Person 1 2 Agent 1 Person 1 Relationship wife Agent 1 Person 2 RecordID 167 Agent 1 Person 2 LastName Johnson Agent 1 Person 2 FirstName Robert Agent 1 Person 2 FullName Robert Johnson Agent 1 Person 2 Middle UNANSWERED Agent 1 Person 2 RelToHusb friend Agent 1 Person 2 RelToWife friend Agent 1 Person 2 Gender M Agent 1 Person 2 ClientMatter UNANSWERED Agent 1 Person 2 ClientID Hampton Agent 1 Person 2 MatterID 0001 Agent 1 Person 2 DOBMMDDY Y YY UNANSWERED Agent 1 Person 2 DateOfBirth Z UNANSWERED Agent 1 Person 2 DateOfDeath UNANSWERED Agent 1 Person 2 Street 6969 Atom Avenue Agent 1 Person 2 Street2 UNANSWERED Agent 1 Person 2 City Studio City Agent 1 Person 2 ST CA Agent 1 Person 2 State California Agent 1 Person 2 Zip 90069 Agent 1 Person 2 Code UNANSWERED Agent 1 Person 2 BusPhone UNANSWERED Agent 1 Person 2 HomePhone 805 234 9870 Agent 1 Person 2 EMail UNANSWERED Agent 1 Person 2 Pager UNANSWERED Agent 1 Person 2 Fax UNANSWERED Agent 1 Person 2 MaritalStatus UNANSWERED Agent 1 Person 2 AKAName UNANSWERED Agent 1 Person 2 NickName UNANSWERED Agent 1 Person 2 Prefix UNANSWERED Agent 1 Person 2 Salutation UNANSWERED _54 Agent 1 Person 2 Salutat
41. 1999 etc Type the exact letters numbers or characters shown in boldface text or enter the variable indicated by words shown in bold e g userid client name 1 5 Help Resources If you have questions that are not answered by this manual you can contact Eidelman Associates E mail eidelman lawtech com Phone voice 734 769 1500 Fax 734 769 1501 1 2 EP Expert User Guide Eidelman Associates 1999 Installing EP Expert 2 Installing EP Expert Ld The instructions in this section are for installing EP Expert on a single user PC If you are installing EP Expert on a network log on with a supervisor s ID and read the Appendices on Network Setup Notes and WinDraft INI Settings 2 1 Option 1 Download Use this procedure if you are downloading EP Expert software from our Web site l 2 Telephone Eidelman Associates to be assigned a username and password Browse to www lawtech com Click on the WinDraft Document Assembly button Click on the EP Expert Estate Planning System hypertext link Click on the EP Expert Download Page hypertext link This will bring up the Enter Network Password dialog box Enter your assigned username and password and select OK select the 95 or 97 version of EP Expert depending upon which version you have of Microsoft Word Follow the screen instructions to run the download and complete the installation 2 2 Option 2 Install from Disks Use
42. Agent 1 Person 2 Pager UNANSWERED husb FDPOA Agent 1 Person 2 Fax UNANSWERED husb FDPOA Agent 1 Person 2 MaritalStatus UNANSWERED husb FDPOA Agent 1 Person 2 AKAName UNANSWERED husb FDPOA Agent 1 Person 2 NickName UNANSWERED husb FDPOA Agent 1 Person 2 Prefix UNANSWERED husb FDPOA Agent 1 Person 2 Salutation UNANSWERED husb FDPOA Agent 1 Person 2 SalutationCouple UNANSWERED husb FDPOA Agent 1 Person 2 Suffix UNANSWERED husb FDPOA Agent 1 Person 2 CityOrCounty UNANSWERED husb FDPOA Agent 1 Person 2 County Los Angeles husb FDPOA Agent 1 Person 2 Country UNANSWERED husb FDPOA Agent 1 Person 2 GovernmentID UNANSWERED husb FDPOA Agent 1 Person 2 Citizen UNANSWERED husb FDPOA Agent 1 Person 2 CompetencyCode UNANSWERED husb FDPOA Agent 1 Person 2 AgentName UNANSWERED husb FDPOA Agent 1 Person 2 LivingArrangements UNANSWERED husb FDPOA Agent 1 Person 2 ClientOfFirm UNANSWERED husb FDPOA Agent 1 Person 2 PersonNotes UNANSWERED husb FDPOA Agent 1 Person 2 Name ROBERT JOHNSON husb FDPOA Agent 1 Person 2 Index 1 husb FDPOA Agent 1 Person 2 1 husb FDPOA Agent 1 Person 2 Relationship friend husb FDPOA Agent 1 Index 3 husb FDPOA Agent 1 3 husb FDPOA Agent 1 TypeCode SO husb FDPOA Agent 2 Count 1 husb FDPOA Agent 2 Names JEFFREY M SMITH husb FDPOA Agent 2 Name JEFFREY M SMITH husb FDPOA Agent 2 Person 1 RecordID 173 husb FDPOA Agent 2 Person
43. B I Agent 2 Poo de fi Jackie Meuberg bus ft scott Morlan zh S Agent 3 ih Living will E is will Er f Personal Representatives E a PR 1 bee L5 Jill Lynn Hampton B T PR 2 PO dee xa f Jackie Neuberg be t Scott Morlan bs y PR 37 ee Trustees Guardians Be a Guardian 1 ee fi Jackie Neuberg Br Guardian 2 IR eadu 2 Benefits to Users e User friendly e Powerful e Fast role in the right document Lasthame fi Babson f Bradbury Casey e Hampton Hampton f E Hampton f Hampton f Hampton f Hampton 5 Johnson Kildare e McMaster Ld McMurray e Morlan Neuberg smith RecordID LastName FirstName Full ame Middle RelToHush RelTawife Gender Llient latter Chianti First ame FullMarne Middle City National I Joani Joani Babson Susan Susan Bradbury Benjamin Benjamin 5 Ca 5 Pat Hampton Jill Lynn Ha Kurt Kurt Hampton Lyle Lyle Allen Ham Allern Travis Travis Scott Scott Trevar Trevor James James Robert Robert Johnson Benjarnin Benjamin M Kil David Dr David R M Karie Dr MeMa Scott Scott Morlan Jackie Jackie Neuberg Jeffrey Jeffrey M Smith 172 Hampton Jill Jill Lynn Hampton Lynn wife self F Lia rntan hampton 0001 Only enter each name once then drag and drop the person to the Automatically handles punctuation and wording e Offers great flexibility
44. Create Client Documents This is the complete procedure for using EP Expert and client information to create all documents necessary for the client s estate plan Start EP Expert 1 2 Start Microsoft Word Click on the Load WinDraft button orpres C W to load the WinDraft global add ins The WinDraft toolbars will appear Ld If you do not see the Load WinDraft button load it by placing the cursor on any toolbar and clicking the right mouse button Click on the EP Expert Checklist button pressing W again I on the toolbar If it is not visible try Open a Client File 1 3 2 ME Select File Open or click on the toolbar button to open a data file Files with a WDD extension are WinDraft data files and files with a WDM extension are WinDraft model data files You may use either You will see the following screen E apdemo wdd Data Entry Eile Ede Yew Quoting Help al BIB He viis Estete Planning Infonn minm Trustes Into tor ills and Rew Trusts 3 People Geantor lnlomebon Husband Humber ol tied Trustees 1 2 3 i Children Intormmeton nites iInmirimm ete Prowisions Tus amp Cam Wie Number afiniial Trustees 1 2 3 P Trust during Grantor s Life E23 After Grantor s Death le Payment of Temes Husb Trustee Type Codes li Gifts of Specific Property Resid Estee Ment
45. Each data entry screen must end with a command like this END PAGE For instructions on how to program the data entry screens between the PAGE and END PAGE commands see the examples and instructions that follow There are two special pages PAGE Title which displays information on the title screen and PAGE Default which displays information if a heading doesn t have a matching named page WinDraft Checklist Author s Guide 56 WinDraft Data Entry Screen Author s Quick Reference Examples CODE Trustee Husb Trustee Type Codes Grantor Grantor Husb Trustee Type Codes Spouse Spouse Grantor Corporate Corporate n X Other Other eux Spouse END CODE Corporate Other m Gifts of Tangible Personal Property Gifts of Tangible Personal Property ee Written statement for Gifts of Tangible Pers Prop n WrittenStatement Written statement mm of Tangible Property ee 1 Spouse without contingent clause amp Spouse then children and issue CHOICE Tangible Gift of Tangible Property Spouse then children not issue Ls SpouseNoCC Spouse without contingent clause SpChildIssue Spouse then children and issue lt Children and Issue ChildrenIssue Children and Issue C Children Only Cj Other ChildrenOnly Children Only Other Other END CHOICE Hame exact format
46. FilelOpen in WDData Only has an effect when DOCS Open integration is turned on in WDData For example to restrict the search to WDData documents of type EPDATA the line used would be DOCSQBE ZTYPE ID EPDATA APP IDZ WDDATA Refer to the DOCS Open documentation for more information on writing a query for this line DefTemplate C WINWORD TEMPLATE wdfmt dot The default Word template for WinDraft created documents This normally uses a modern font with serifs such as 12 point Times New Roman It should also contain styles to describe formatting of outline headings and body level styles to suit the needs of the type of documents created See Advanced Word Processing Functions for more information AltTemplate C WINWORD TEMPLAT E wdfmtalt dot The alternate Word template for WinDraft created documents This normally uses a typewriter font such as 12 point Courier New AltFormat 0 Determines whether the DefTemplate or AltTemplate setting is the default on the blast off dialogue If this is 0 then the template named in the DefTemplate is used If itis 1 then the template named in the AltTemplate is used This can always be overridden by the Use Alternate Formatting checkbox in the blast off dialog boxes ResetToStyles 0 If this setting is 1 then WinDraft resets all of the text in the output document back to the Word style it uses This 15 the same as selecting all the text in the doc
47. Insert Variable form for the current practice system in the future Then MyNewVariable will be appended to the end of the VarList txt file Windraft ki Please Type in the Mew Variable Spaces are not allowed __ Cancel MyM ew arable If you select Edit List WarList txt is opened in Notepad so that you can alter the contents of the list file x Author s Guide Model Documents 35 Insert Command And to make using the Model Document Programming commands easier there is now an automatic way to insert commands without having to write them out manually the Insert Command dialog m This dialog also serves the purpose of clarifying command syntax Windratt 8 Clicking on one of commands enlarges the form to reveal data entry controls in which you enter the information necessary to insert the command Three of the commands GETDATA END IF and HALT are inserted immediately after you click on them E because no additional information is needed for these STATUS commands The following picture shows a sample command PROFILE DOCTITLE SYSLOG LOG FIELD Help Variables LoanType M NOT i AttomeyLogin Humber th lt E PROGRESS JLenderStreet ddres Insert Command _ STATUS o Lender ityStatezi DISPLAY LoarnlsFenewable PROFILE Loan amp greemen
48. Link When you Export to Compact HTML it will export the graphic with a new numbered file name which I don t like as well Either way if you use a link and if you transfer the file the graphics will go with it but you also have the other benefits of externally linking the file true Web compatible format and if you change it you don t have to reinsert the new picture just click F9 to refresh the link 4 Files and Directories Note that Word and FrontPage often create a subdirectory for each html page and put graphics and other information on that subdirectory For this reason be sure to copy the subdirectories if you are copying the HTMLhelp information from one system or place to another Using Word Fields for Later Drafts and Negotiated Deals IV Using Word Fields to Update Later Drafts We usually think of WinDraft as a program to create first drafts of documents and that was our design goal when we created it in Microsoft Word While the benefits of this approach clearly outweigh the disadvantages 1n most situations the problem with it 1s that if you are handling deals that are negotiated and go through significant changes you may want to merge the documents a second or third time or even more Here are two examples One firm used forms for commercial mortgage transactions that did not change in language but did have fill in dates and amounts that changed several times before the closing We used WinDraft to create t
49. Model Document which sets the GrantorHeShe field to something one could transform this into a WinDraft variable of the same name by the example above MERGEFIELD to Read a Word Mail Merge Field MERGEFIELDX Field SET LastName MERGEFIELDX LastName Author s Guide Model Documents 28 FIELD E SPELLOUT ADD SUBTRACT MULTIPLY DIVIDE INC DEC The MERGEFIELD function looks up an expression given as a Word mailmerge field and returns the value of the field This might be used when running WinDraft on a document which was mail merged with a contact management database SPELLOUT to Spell Numbers SPELLOUT NumericVariable 2 SPELLOUT LoanAmount SPELLOUT converts a numeric variable to a spelled out version of the same thing SPELLOUT supports numbers as high as 4 294 967 295 For example if at the data screen the user inputs 500 000 in response to a question asking for the amount of a loan WinDraft will spell this amount out in the Model Document five hundred thousand will appear in the merged Document SPELLOUT ignores leading dollar signs as well as any commas that may appear in the number Math functions ADD 2 2 2 SUBTRACT 3 1 While WinDraft is designed for text processing and not number crunching it does support some elementary arithmetic functions These functions all take 2 arguments convert any string or variable arguments to numb
50. NEM there seems to be Marii no way to suppress the output in the columns that should be group Pietra fields such as ae e s a Gee husb will etc Arita F HTML optionally using XSL XML HTML XSL VII EPPeople Technical Notes If you are just a WinDraft user rather than an IS person or system author you do not need to worry about the following information A Authoring Programming the Documents There are more examples in an appendix See XIII Appendix More Authoring Examples 1 Getting the Data into the Documents using GETDATA With the EPPeople program the beginning of each document template will generally have two GETDATA command lines to get these temporary blastoff files Other GETDATA commands are in EPStart doc or GRGender doc on the subdocs directory Those GETDATA commands are e Estate Planning questions other than fiduciaries e Fiduciaries all with long paths for variable names e g usb W ill Trustee 1 N ame 2212 Example If var is used in this document Husband s Rev Trust Husband s Pour over Will Letter to both clients summarizing the documents Example If var is used in this document Example Home document of the var Husb s Rev Trust Husb s Rev Trust Husb s Rev Trust e Fiduciaries husb or wife for all documents medium length paths for variable names W II T rustee 1 Name e Fid
51. Person 1 Salutation UNANSWERED husb FDPOA Agent 2 Person 1 SalutationCouple UNANSWERED husb FDPOA Agent 2 Person 1 Suffix UNANSWERED husb FDPOA Agent 2 Person 1 CityOrCounty UNANSWERED husb FDPOA Agent 2 Person 1 County Ventura husb FDPOA Agent 2 Person 1 Country UNANSWERED husb FDPOA Agent 2 Person 1 GovernmentID UNANSWERED husb FDPOA Agent 2 Person 1 Citizen UNANSWERED husb FDPOA Agent 2 Person 1 CompetencyCode UNANSWERED husb FDPOA Agent 2 Person 1 AgentName UNANSWERED husb FDPOA Agent 2 Person 1 LivingArrangements UNANSWERED husb FDPOA Agent 2 Person 1 ClientOfFirm UNANSWERED husb FDPOA Agent 2 Person 1 PersonNotes UNANSWERED husb FDPOA Agent 2 Person 1 Name JEFFREY M SMITH husb FDPOA Agent 2 Person 1 Index 1 husb FDPOA Agent 2 Person 1 1 husb FDPOA Agent 2 Person 1 Relationship husb FDPOA Agent 2 Index 1 husb FDPOA Agent 2 1 52 husb FDPOA Agent 2 Person 2 Index 0 husb FDPOA Agent 2 Person 2 Name UNANSWERED husb FDPOA Agent 2 TypeCode husb FDPOA Agent Levels 2 husb FDPOA Agent Count 2 C In Husb FDPOA txt Agent 1 Count 2 Agent 1 Names JILL LYNN HAMPTON and ROBERT JOHNSON Agent 1 Name JILL LYNN HAMPTON and ROBERT JOHNSON Agent 1 Person 1 RecordID 172 Agent 1 Person 1 LastName Hampton Agent 1 Person 1 FirstName Jill Agent 1 Person 1 FullName Jill Lynn Hampton Agent 1 Person 1 Middle Lynn Agent 1 Pers
52. address and other personal information 1s looked up in a database the EP file does not contain the actual information about each person but rather an index field that 1s a link to the person s information in the database Technical Notes on Working with the XML and MDB files This approach works great as long as the environment is stable in that e The database must match the EP data file If you email an EP file to someone who is set up with a different database or different version of the same database the person ID field will point to the wrong person and it won t work right At the moment there is no way to combine 2 different database files unless they started from the same one and are replicas that can be sync d using MS synchronization technology This is what a firm will use to share network databases and off line databases used on laptops e The roles defined in the EP file must match the roles used in the documents If an EP file has roles and people in it and we create a new role by adding it to the documents and NEW EPT the new role will be picked up 35 by new EP files created from that point on but the new role won t automatically be added to the existing EP files Programming note This will be changed in a future version that will be released in January 2001 Neither of these 1s a problem in a production setting but this can be inconvenient for a developmental testing environment in which
53. advisable for her health education support and maintenance ENDIF Alternatives may be accomplished by using the ELSE command like this WinDraft User s Guide 28 IF GrantorState Minnesota Minnesota Statutes Section 525 528 shall not be applicable to the allocation of assets to the marital share ELSE Generalized text for other states goes here ENDIF To make the programming of rules easier to read we have put them in italics although this is not required and you may use whatever formatting you choose including putting them in color Most of the programming statements that stand on lines by themselves are formatted with the Programming style and can be looked at in any font you want with the change of a few changes to the style sheet The Programming style is removed from the output document to ensure that no accidental programming fragment find its way into merged documents 3 Document Structure a Subroutines The WinDraft command INCLUDE filename works to nest one model document within another at runtime This makes it possible to break down a practice system into logical modules and subroutines which makes the system easy to modify update and organize A model document author may wish to use this option to hide complex programming in another file or to store common clauses or provisions in their own program so that they can be easily called into action from new or existing mo
54. any digit Variable length fields may have an ambiguous ending point However the first character which satisfies the expression following the variable length expression 15 treated as the end of this field For example in the email address mask given above let represent the current cursor position If rsw lawtech com is in the MASKEDTEXT element and the user goes to the beginning and starts typing it will shift things right Eg eidelman rsw lawtech com As soon as the user presses the key everything following the cursor position up to the current position is deleted and entry continues eg eidelman lawtech com WinDraft Checklist Author s Guide 62 YESNO CHOICE 2 YESNO The YESNO command displays a check box and is used when a question calls for a Yes or No response YESNO VariableName Prompt for user For example YESNO SecurityDeposit Will a security deposit be required The above creates the box shown below Remember a check corresponds to a Yes response CHOICE Use a CHOICE command when a checklist question calls for a selection to be made from one of several mutually exclusive options The CHOICE command displays a prompt and radio buttons shown below The command to create this example looks like this CHOICE PaymentMethod Payment Method Lump Sum Lump Sum Structured Settlement Structured Settlement END CHOICE As you can see there are three pa
55. asset purchase agreement SYSLOG Asset purch agmt drafted by Author STATUS merging GrantorName Trust DISPLAY OFF DOCTITLE Loan Agreement UCO or LC Upper case converts Andy Reynolds to ANDY REYNOLDS UC GrantorName Proper Case changes personal representative to Personal Representative REF TrustWill MERGEFIELD Gets a Word Mail Merge Field SET LastName MERGEFIELD LastName IF GrantorMarried Y AND Children Y OR Compoundtogic GrantorMarried Y OR Children Y See User Manual for complete listing of commands functions and operators and more complete explanations wdcmdsum doc 9 29 96 WinDraft Data Entry Screen Author s Quick Reference Examples CODE Trustee Husb Trustee Type Codes Grantor Grantor Spouse Spouse Corporate Corporate Other Other usb Trustee Type Codes Grantor x Spouse Corporate Other Gifts of Tangible Personal Property END CODE LABEL Gifts of Tangible Personal Property ift of Tangible Property Ci Spouse without contingent clause Spouse then children and issue Ci Spouse then children not sue CHOICE Tangible Gift of Tangible Property SpouseNoCC Spouse without contingent clause SpChildIssue Spouse then children and issue
56. documents which contain the SET command The SET command is useful also with gender terms See the Babysitting example and in particular the file BSGender DOC ASK The ASK command tells WinDraft to ask the user a question during the process of merging a Model Document with a data file This allows prompting for information without checklist screens The text within the set of brackets that follows the ASK phrase Variable will add the variable to the document text From that point forward insert the second variable wherever the variable is to be added to the text ASK Variable question to ask user variable This command ASK Incorporator What is the name of the incorporator Author s Guide Model Documents 11 Incorporator causes WinDraft to prompt the user for the incorporator s name as the document is being merged The variable ncorporator can then be used anywhere in the document but it will not be retained in the data file after the document has been merged Since the information entered in an ASK command is not saved once you have learned your way around WinDraft a little you ll want to use the checklist screens instead ASK commands can be a quick way to get started programming model documents though Author s Guide Model Documents 12 IX Beyond Merging Variables Learning To Program Documents A Comments The more the Better The computer will completely ignore all commands a
57. easier to do if you test as you go along zs M M iyi mm um um Veo ime ee 13 Use Descriptive Variable Names Ir is easier ro understand I Grantor Name a resident of Grantor County Grantor Srate than I Gr a resident of Gcty ST 14 Take Advantage of Your Program s Internal Comments Fea ture Most systems let you embed annotations comments or notes Use these to leave an audit trail explaining both your legal and programming logic for yourself and those who will follow e 5 Use Word WordPerfect Fields Liberally If you use Word or WordPertect fields to handle changing terminology like he she his her testator testatrix will trust plain titf defendant etc the documents become much easier to read With Word vou can use Tools Options to show these fields shaded with grav and with the variable tields showing or not This makes it much easier for a partner reviewing the forms or editing the model documents on screen to concen trate on the logic and the language To him in his discretion is far more lawver triendlv than to Trustee Him cr Her in Trustee His or Ha r discretion e 10 Hide Complexity in Subrou tines There is no way around some complex programming When we have to do seriously complex programming in our documents we move ir ro subrou tines or rules tiles that contain the ugly stuff This wav attorneys who
58. for a description of how to create model documents and see the samples provided for specific examples 3 Data Entry Screen The Checklist The data entry screen or the checklist 1s a combination of the visual outline the client and legal questions It is created using a special scripting language described in the Author s Guide The figure on the previous page shows the data entry screen 4 Data File The entered individual client information that goes into a document i e client name and address The data file 1s the file that results when the checklist has been completed and saved 5 Merged Document The final result an integration of the data file with the model document This file can be saved on disk printed or edited in exactly the same way as any other Word document WinDraft User s Guide 4 Ill Using WinDraft The following are the step by step procedures for using WinDraft A Load Microsoft Word Load Microsoft Word in the usual manner B Load WinDraft Click on the LoadWinDraft button or press the Control Alt W keys simultaneously to load the WinDraft global add ins You will see the WinDraft toolbars appear If you don t see the Load WinDraft button you can Select it under the heading Toolbars by clicking the right mouse button while the cursor is on any toolbar There is no startup screen for WinDraft It functions as an add in to Word C Select Practice Systems
59. generally stored on the practice system data directory such as windraft epFirm data They look like the following example JAE Note The XML file now has the person s name in it as well which will synchronize the info if the person id has changed in the database This would occur for example if the data were entered in one MDB then imported into another JAE Please paste in a new picture Ad cep clientmstterz Zabner my gt amp grantpr rdispizy Husbend putpur Hurzb idz 3nD c norument outpiirz FDERDA display Finencinl Durme Power of Attorney gt rale output Agent display Agents gt zkwal ormlgre i1 s person id 79 fe Perr ihe PB yet level onder 2 gt zparson ide 7 1 gt zy evel zlawal ordgre 3 r gt 070162 efocuenent HERO displey Health Care Durame Power of Attorney nale out putz Agent Agents clawal orders 2 person ida aL fo nt hee Es laval onders 2 gt speran 2 zr lues lt level ordgerz ga arrolar display prsipanms Eni er 2 ordgrz 1 5 zpereson idz 76 zc leves haval ordgrz z emerson 74 gt zi hee Bs lt role gt cinpcirmernt Note that the file is the same as the template file except that it contains additional information about each person and about the levels for each fiduciary role Because the person s name
60. goes in the DEFINITIONS section and is used to define a database for later use in queries DATASOURCE Db2 DBQ db2 mdb DRIVER Microsoft Access Driver mdb DATASOURCE WDPeople DSN WDPeople The command takes two arguments The first is a name for the database which is later used in QUERY commands The second is an ODBC connect string used to find the database Please see the ODBC documentation for more information on connect strings The QUERY command goes in the DEFINITIONS section and is used to define a query on some DATASOURCE which can then be referenced from a SHORTCHOICE command QUERY People WDPeople SELECT Key FirstName amp amp MI amp amp LastName FROM Persons ORDER BY LastName The QUERY command takes three arguments The first is a name for the query later used to reference it from a SHORTCHOICE or other command The second is the name of a database previously defined with a DATASOURCE command The third is an SQL query which tells WinDraft what information to draw from the database WinDraft Checklist Author s Guide 73 Please refer to the SQL documentation for more information on the SQL language or use a tool like MS Query or Access to build your query V Troubleshooting If there are checklist template errors WinDraft will generally tell you on what line number the problem is appearing WinDraft Data Entry winDraft Data Entry Error in script file on line 21 Unmatched quo
61. has an extra ENDIF or IF statement WinDraft will prompt the user with the suitable error message during the merging of the document An IF without an ENDIF for example will give a Missing ENDIF error message To correct these errors add the missing ENDIF or IF to the text as appropriate If the Model Document is long it is easier to spot these problems by printing out the Model document and matching the statements up A failure to put a bracket before an ENDIF statement can also give this error as well as having a 5 on the line with the IF or ENDIF As noted earlier a tells WinDraft that this is a comment line so ignore it Thus if your ENDIF or IF is on this line it will be ignored and could result in an error 5 Ending Quote Expected in Checklist Template Unlike the above errors this error occurs in the checklist template file not in the Model Document As the error suggests one of the terms in the checklist template is missing a quotation mark The error message reveals exactly which sentence is missing the end quote so that it can be easily found and fixed Do not forget to save the new checklist template file as Text Only file with an wdt extension Use this toolbar button vil to accomplish this task C Unanswered If the text of your merged document contains the word UNANSWERED then one of the questions that should have been answered at the data entry level Author s Guide Model Documents 46
62. in 36 the EPPeople tree called Beneficiaries for the Revocable Trust When you click the button the people will be pulled in from the tree into the checklist You can then answer the questions blast off and get a separate trust with correct names and other info from both the checklist and EPPeople merged into the document Call EA if you are interested in an example of this e Husb and Wife variables for mirror image Move from WDOpen dot into WinDraft dot e Editing the template moving nodes Also can change General ept this way e Sorting moving columns e Double Click on person in roles tree to edit a person Explain Switch to Retry messages with export etc Explain setup isssues Explain about self registering and our Wise update New WDS buttons Chent Number ampton Mather Number 0001 Use EPPeople to edit the cast of characters in the database and b assign roles drag and drop people to document roles Last of Characters Assign Holes UTILITY buttons to work with a set of rales Far this checklist set of People Export Roles Import Roles IX Wish List Tooltips in data entry File Name EPPeopleManual doc ue Appendix Setup and Troubleshooting A Setup and Architecture Setup depends upon the configuration of the firm s network etc Generally it can be described as follows 1 3 Parts of Setup These may be combined into one or
63. in Section should be the desired INI file section and key should be the desired INP file variable C Dadir WD GetDADir key A synonym for GetDAProfile d daprofile WD GetDAProfile key Gets an INI file value from the current document assembly system Otherwise identical to GetProfile Author s Guide WordBASIC Custom Blastoff Dialogs 89 WD SetTemp section key value Sets a variable in the temporary file to a given value This is the reverse of GetTemp f WD SetProfile section key value Sets a variable in the INI file to a given value This is the reverse of GetProfile 9 WD ClearTemp section key Removes a variable for the INI file Useful for cleaning up temporary values after your program finishes h trueorfalse WD BoolProfile inival Determines whether a text string is a 1 TRUE ON or YES and returns 1 1f this is true 2 2 General Helper functions a WD Lookup Var var Looks up an answer in the current set of blast off data This function is useful for seeing how the user answered the data entry questions and for eraying out inapplicable documents based upon this b WD SetPracticeSystem practicesystem Sets the practice system to the given system This should be the system s short name which is the same as it s INI file section C Filename WD GetFile code Looks up a filename from the FileSection part of the INI file for
64. in the formats you can use to output data into a document lolx RelTaHus trust cam sister in l legal assi brother Self Father son son Friend physician doctor doctor Friend Friend lel Em Mix and match the options Show names in upper case Include residences in the names list Include relationships in the names list Use comma before the and Use comma at the end af the names list Save changes Cancel Examples The phrases below are variable outputs that can fill in the blank in the following sentence I appoint to serve as initial Trustee Depending upon the options chosen here are some ways EP Expert can automatically fill in the blank John A Smith John A Smith Fred Smith and Sally F Johnson my wife Sally Johnson my brother Fred Smith and my sister Jane McMurphy my brother ROBERT SMITH residing in St Louis Missouri and my sister SALLY F ROGERS now residing in San Francisco California 3 Benefits to System Authors Easier and faster to program Consistent naming convention for fiduciary variables Great flexibility Lower cost Removes drudgery from dealing with fiduciaries 4 The Technology Uses the modern XML format to store data about the roles This offers dozens of advantages including flexibility compatibility and ease of use The programs are written in Microsoft Visual Basic and interact with your 4 choice of da
65. ini c windows copy wdload dot c msoffice winword startup Troubleshooting 1 Errors while running setup The following is a discussion of errors you may encounter while running SETUP a Access Denied Access Denied If you already have a file open that WinDraft is trying to create such as a global template or WDDATA EXE the setup program will try to copy over it and will get a file in use or access denied error Please exit from WinWord and run setup again If this is not your first installation of WinDraft and you have WDData open please exit from that program before running setup You could also get this kind of error if you are trying to install to a directory on a network to which you do not have access If so please contact your network supervisor or login with an ID that has access to the directories you are attempting to use or create WinDraft Model Document Author s Guide Technical Appendix 8 Ill Appendix Component Parts of WinDraft A WDData exe The checklist data entry program WDData should appear in the same path as the path ini file setting in the WDData section Programmed in Microsoft C B _WDBO exe This file is used internally by WDData to handle blastoffs to Word 2000 It should not be run directly C WinDraft wll The WinDraft Word add in library WLL This part of it is what does the actual document assembly WinDraft wll should go in the directory pointed
66. is demonstrated in the programming example in the next section Formatting commands for good programming style and formatting output documents correctly may at first appear to be conflicting imperatives Both ends can be easily achieved however by keeping in mind the following simple rules A How WinDraft Handles Whitespace WHEN DO 1 All whitespace tabs indents spaces and paragraph returns within WinDraft command brackets will be ignored and will not affect the final formatting COMMANDS of the document PRODUCE BLANK 2 Paragraph returns immediately following a closing command bracket will LINES not appear in the final document either except for commands that themselves generate text INCLUDE REF MERGEFIELDY or variables e g LenderName This vanishing command return feature Author s Guide Model Documents 40 means that a bracketed command on a line by itself will not produce a blank line in the output If there 1s any whitespace between the closing bracket and the paragraph return however the return is no longer associated with the command In that case it will not vanish and will produce a blank line in the output Both were seen in the example on page 39 Itis a consequence of preceding two rules that sometimes a paragraph of text in the model document will lose its paragraph return and the formatting associated with it When text is inserted into the merged document by use of the INCLUDE st
67. learn how to program VBScript or JavaScript refer to Microsoft s documentation Events Sub Application Quit Sub Document New Sub Document Open Sub Document Save ByReft fCancel Sub Document Close ByRef fCancel Sub Document BlastOff fCancel Sub Document LineLostFocus LineName Sub Document LineGotFocus LineName Sub Document ButtonClick ButtonName Objects Methods and Properties Application Document System Variables collection Access by variable name fast integer order slow or For Each enumeration fast but high initial overhead Variable Bookmarks collection Access by string name slow integer order slow or For Each enumeration fast but high initial overhead Author s Guide WordBASIC Custom Blastoff Dialogs 92 Bookmark Use the VBA object browser to examine methods and properties Start VBA go to Tools Reference and add a reference to Eidelman Associates WinDraft Checklist click Browse and choose the wddata executable if it s not already on the list Go to View Object Browser and select the object you are interested in from the list You can browse the properties and methods of each object and see what parameters they take Error codes Type mismatch 1002 A visible page with the given name could not be found 1003 An active line with the given name could not be found 4248 This command is not available because no document is open 5174 This file could not b
68. lt Rules to Remember Hoffstadter s First Law Of Programming Every programming project takes much longer to complete than you think it will even after you have taken into account Hoffstadter s First Law of Programming Douglas Hoffstadter one of the fathers of computer science Brian Howard s Law of Computing You can get it quickly You can get it cheap You can get it working You can combine any two of these at the same time but nct all three Brian Howard computer hacker and friend of the author The 80 20 Rule You get 80 percent of vour results from 20 percent of your efforts and 20 percent of vour results from 80 percent of your efforts Applied ro document assembly 20 percent of the forms and clauses will be used 80 per cent of the time Make your Phase I a system that will aucomate that 20 percent and let the rest be done the old fashioned way Adapted Pareto Rule from 1920s economist Pareto Pournelle s Rule Better is the enemy of good enough Jerry Pournelle Byte columnist and science fiction writer Eidelman s Law It always seems 90 percent done Jim Eideiman legal technology consultant and author of arncle Software Options A variety of document assemolv expert system solutions are currently available to the legal practitioner Below we ve listed some ot the more ad p h sh popular ort tne s
69. macro See Using the New System Macro to create your own system from scratch The examples listed below show how to work with part of the screen shown above WinDraft Checklist Author s Guide 53 Authoring Checklists command summary amp examples Sample Checklist template with Outline Left side of data entry screen it creates Commands OUTLINE Pagel Loan Agreements HEADING Global Global Information HEADING BasicIssues Basic Issues HEADING 2 LenderInfo Lender s Information HEADING2 MakerInfo Borrower s Information HEADING2 LoanInfo Loan Information HEADING2 LoanIssues Loan Agreement Issues HEADING Background Loan Background Info HEADING TermsOfLoan Terms of the Loan HEADING3 NegCovenants Negative Covenants HEADING Notelssues Note Issues HEADING GenLoanInfo General Loan Terms HEADING3 FixedInterestRate Fixed Interest Rate HEADING3 Floating Floating Based On An Index HEADING3 Payment Monthly Payment Provisions HEADING3 LateCharges Late Charges END OUTLINE Global Information P Basic Issues B Lender s Information Borrower s Information B Loan Information F Loan Agreement Issues B Background Information Ej Terms of the Loan B Negative Covenants F Note Issues EJ General Loan Terms Fixed Interest Rate Floating Based On An Index Monthly Payment Provisions Late Charges Commands with Examples Explanation SYSTEMNAME Loan Agre
70. more setup routines a b Set up DLL s and registry settings to make the Windows installation compatible with all of tools being used All Microsoft They are latest versions of ADO XML etc Set up Application files you need to run the EPPeople part of the application They go on Drive C if you are a typical local user and on a network share a shared directory if you are working on a network Programming or setting up the practice system variables and WinDraft scripting to lock into the EPPeople way of doing it including stylistic and legal drafting issues 2 Troubleshooting Temp Blastoff Text Files on Temp Directory a Temp File Output Location Where are the temp files The temp files are on your Windows temp directory which varies depending on your setup The different modules of WinDraft pass data to each other by writing the data to temporary files which we call Blastoff files They are in an ASCII text format and can be edited with Notepad Word or your favorite editor In earlier versions of WinDraft the temp directory was set in the WinDraft ini file 38 Current versions of WinDraft rely on Windows and Windows uses the temp directory Typical settings are Operating Environment Default Settings Windows 3 1 NT 2000 temp Windows 95 98 windows temp NT Win2K XP Profiles a C Documents and Settings jae nthsLacal Settings T emp Here i
71. mouse By pressing Tab you will proceed to the next selection By simultaneously pressing Shift Tab you will return to the previous question F4 or the selection Find Next Unanswered found under the Outline menu can also be used This function enables the user to jump directly to those questions that have not yet been answered and which need to be answered This command is very helpful in making sure that all appropriate provisions get included in the final document If you have questions about what is meant by a question or would like to review the law concerning a question then press Ctrl F1 or choose the menu item Help More Information This will bring up context sensitive help about the particular page and question you have selected Not all practice systems support this 1f the Help More Information menu item is grayed out then the author of your system has not yet written help screens If you wish to return an answer to an UNANSWERED state use the Unanswered option under the Edit heading Ctrl U You will note that irrelevant data questions are grayed out For instance in the ABA Loan Agreement System if you input that there 1s only one lender the questions applying to multiple lenders and their information will be displayed in gray on the screen and cannot be selected This prevents erroneous provisions from being included in the final document and avoids wasting the user s time in maneuvering past irrelevant questio
72. name in the Model Document If the variables do not exactly match WinDraft prompts the user with appropriate error messages indicating exactly where and what the problem 1s Fortunately these errors can be easily fixed by matching up the variables in the checklist template and the Model Document As with the WinDraft Model Document authoring language we recommend that variables be as long as necessary to completely describe them Since they can not have spaces in them it is good practice to capitalize the first letter of each word like this WinDraft Checklist Author s Guide 58 ThisIsAVariableNameMadeUpOfANumberOfWords DirectoriStreetAddress Variable names often change several times over the development of a practice system This is an evolutionary process rather than something which occurs suddenly and all at once and usually the same data files keep being used for testing This can make debugging difficult when old variables are still present in your data files but not in the checklist When you change variable names do an Edit Remove Unreferenced in WDData to remove these orphaned variables so you get an error message on document assembly instead of your users getting the error message B Commands that Ask Questions and Get Data 1 The TEXT command is used to ask questions that require a fill in the blank response TEXT VariableName Prompt for user VariableName represents the data variable
73. not visible go to WinDraft Checklist and choose the View Options menu In the resulting dialog box check WinDraft Editor Toolbar and click OK You may need to restart Word to display the toolbar 4 2 Styles for Formatting Text Text within the client document is formatted according to styles These styles control the appearance but not the content of the text Styles are also used by such functions as paragraph numbering table of contents and index generation and cross referencing Therefore if you want to change the font font size or formatting of the text you must do it by applying a style or changing a style Ld Because all text takes on the style of the paragraph in which it resides it is a good idea to work with the Show Hide J feature turned on OE idelman Associates 1999 EP Expert User Guide 4 Common Edit Situations 4 3 Common Edit Situations Some of the most common editing situations in which you need to be aware of styles are described in this section Typing in New Text Remember that new text will take on the style of the paragraph into which it 1s inserted If you place your cursor at the correct insertion point before you begin typing the new text should be formatted correctly However if you need to type in an entire new paragraph or a new heading or some other element you will need to apply the appropriate style to it as follows 1 Type the text 2 Block the new text along with its endin
74. of output documents by clicking this button in a practice system designed for such use This allows your law firm to meet the needs and preferences of different members Watch Assembly Although it will be slightly slower we recommend that you click on Watch Assembly Enabling this feature allows the user to watch the document being assembled on screen WinDraft User s Guide 15 Save in document management If you are using a supported document management system currently DOCS OPEN or LawOffice you will be given the option to have the documents automatically saved in the document management system with profiles automatically filled out Answer Yes if this is a final run and if you are just testing If you are not using a supported document management system this option will be grayed out 2 Assembly When is pushed WinDraft will merge the model documents and the client data you entered to create on the screen the selected documents During the merging process it displays a progress dialog box that shows the percent 96 completed and status information The status information tells you what WinDratt is doing with the document A sample screen looks like this Lt jug Dir Ls dno Ted T Y Ele Edi View nsei Foret Jools Window Help Cile tal malela wje um EIS d s Revocable Trust Prag ines Neve Porman Sinira Version z
75. of other beneficiary IF Tangible Other TEXT OtherName IF other name of other Drop down list of specific gifts beneficiary Gift of jewelry ENDIF ars Sc Text of other specific bequests SHORTCHOICE DropDC Drop down list Jewelry Gifts of jewelry Baseball Glove Baseball Glove END SHORTCHOICE LONGTEXT 3 BequestList Text of other specific bequests Other commands that display LINE Displays a horizontal line SPACE Extra blank line TITLE Same as LABEL to display text except that 1 centers the text EDITCHOICE same as SHORTCHOICE except that you can enter text not on list MASKEDTEXT same as TEXT but only accepts data in a specified format DATE gives a drop down calendar control on a TEXT box Other commands you can t see on the screen IF ELSE ELSEIF ENDIF Used to out questions that don t apply or to control the flow of logic See TEXT example above SET Used to set an answer such as SET State New York WinDraft Checklist Author s Guide SAVING YOUR CHECKLIST TEMPLATE IV D Saving Your Checklist Templates Sil Saving your checklist template files Clicking on this icon on the WinDraft Author Toolbar saves your checklist programming first as a word processing document and then in a DOS text file format for WinDraft to read with a name that ends with INT Finally i
76. one director THEN put in just one signature line AND say sole director ELSE put in more than one signature line AND say all of the directors The most important way that WinDraft saves time and increases the quality of your work is by considering rules as it assembles documents You have complete control over the rules statements work in the following manner Author s Guide Model Documents 15 Model Document Merged Document IF SubchapterS Y BE IT RESOLVED that the corporation hereby BE IT RESOLVED that elects to be treated as a small business under the corporation hereby elects to be treated provisions of the Internal Revenue Code as as a small business under the provisions amended and to be taxed under the provisions of of the Internal Revenue Code as Subchapter S amended and to be taxed under the provisions of Subchapter S MARKING Optional clauses and paragraphs are included in the final document only if the OPTIONAL user has chosen or selected them at the data entry screen level An IF CLAUSES statement works by checking whether its condition has been met If the AND statement is true or the variable is equal to the variable selected in the data PROVISIONS entry screen the text and commands between the IF and ENDIF will be THE IF included If the statement 15 not true then the text and commands between the STATEMENT and ENDIF will be ignored and skipped over In the case belo
77. outlined here but the screens will look a little different for each practice system 3 Click on the Checklist Button on the toolbar If it is not visible see the Addendum at the end of this chapter or try pressing Control Alt W again 4 Use the WinDraft checklist program to enter edit save and print client information by following these steps m a Use File Open or click on the toolbar button to open a data file Files with a WDD extension are WinDraft data files and files with a WDM extension are WinDraft model data files If you are using DOCS OPEN the interface will be the usual DOCS profiles with special document types for different practice systems You may use either By loading a previous client s data you can save time by not having to reenter data that 1s the same for more than one client E apdemo wdd WinDratt Data Entry File Ede Yew Quiina Help Ole al SIA Estete Planning Globe Informeton 3 People M Grantor neometan Children Information T medea 3 Provisions Truzi Cam Wife Humber af initial Trustees 1 2 3 P Trust during Grantor s Life 7 eS Aller Grantors Death fe Payment of Temas Husb Trustee Type Codes Grits of Snechc Propert F Grantor Resid Estete Generstio Alloc of 600 000 Nor Meritel Spouses WinDraft Quick Start Instructions Page 2 amp Edit the data to suit your needs making sure to
78. paragraph formatting heading styles indentation centering etc but don t look right it is probably because 1 Word stores paragraph formatting in the hard return at the end of the paragraph and 2 Based on the way WinDraft handles hard returns see the section entitled How WinDraft Handles Paragraph Attributes When Merging on page 38 above WinDraft has left in or deleted a hard return differently from the way you wanted Go back and look at the Model Document You may need to move a hard return inside or outside of a bracket as the case may be Author s Guide Model Documents 47 Body Text Ends Up in a Heading Look in the Model Document for the heading that got included after the problem text One or more hard returns immediately before it are probably formatted 1n the same heading style Reformat them in the correct style or delete them altogether and things should format correctly Author s Guide Model Documents 48 WinDraft Checklist Eidelman Associates 317 South Division A Suite 187 Ann Arbor MI 48104 734 769 1500 734 769 1501 Fax 73067 2131 compuserve com support lawtech com Microsoft SOLUTION PROVIDER WinDraft Checklist Author s Guide 49 WinDraft Checklist Author s Guide Checklist Author s Guide Who Should Use this Manual This manual is for authors who create data entry screens It should be read after the WinDraft Model Document
79. progress through the model documents Progress bars which run backwards are disconcerting to say the least D STATUS STATUS 2 STATUS Text STATUS Inserting Interest Provisions This command tells WinDraft to insert the quoted text in the WinDraft dialog box as the document is being merged see the illustration above This command informs the user which provisions are being inserted as WinDraft creates the custom document The text must be enclosed in quotation marks or be a more complex WinDraft expression Author s Guide Model Documents 23 SYSLOG LOG G PROFILE H DISPLAY ON OFF SYSLOG 2 SYSLOG Text SYSLOG Drafting bill for ClientName This command outputs information into WinDraft s log file The log file is determined by the INI file s LogFile setting please refer to the INI file documentation for more information The example above would output a line which might read Drafting bill ror ABC COrDOrdtzon in the log file LOG LOG LogFileName Text LOG Timeslip log JAE 12 2 95 JonesCorp 0029 2 5 Drafted asset purchase agreement This command outputs information into a specified file LOG may be useful in setting up integration with billing systems mail and so forth PROFILE PROFILE Abstract Text PROFILE Abstract HusbandName revocable trust with generation skipping Th
80. reader can understand the flow of logic by looking at the level of indenting from the left margin BALANCING J Many programming commands have a complementary closing command so ENDING that the computer will know the limits of what text and commands to act on COMMANDS when it executes the command The closing commands always begin with the word END as in IB ENDIF If your Model Documents are not working correctly start by looking for missing or misplaced ENDIFs When you merge a document WinDraft will also prompt you with an error if there is either a missing IF or ENDIF command The best way to ensure that you always include a matching ENDIF statement is to insert the matching ENDIF at the same time you start typing the command For example whenever you use an IF command type in both IF and ENDIF first then fill in the middle This way you won t forget to add the ENDIF WinDraft allows you to nest command structures as deeply as you want as long as you make sure that the ENDIF statements are in the right place Complete beginning and ending statements must be nested within each other This gives you the power to build and automate very complex documents INDENTING When the commands become complex it is essential to format the NESTED documents so that each beginning command visually lines up with its COMMANDS matching end command This can be done by indenting appropriately SecurityDeposit This i
81. recommend 3 Hypersnap Shareware All it does is grab screen shots but it does it simply easily and very well It can grab a while screen a window or aregion It can save in bmp gif and jpg formats with control over number of colors transparent gifs and percentage compression for jpg And it can crop the images http www hyperionics com 4 WinZip Most of the time I use WinZip to create and open zip file files I haven t compared it with PKZip for Windows or the other Zip programs I just got in the habit of using it when it was the first Zip program for Windows and I have kept using it A Discussion of self extracting zips spanning disks and working with directory structures is beyond the scope of this note but WinZip handles all of them well And if you use AOL and hate the problems you have getting email attachments out of the MIME files AOL downloads WinZip will also handle those files easily www winzip com When we need to create Zip files from the command line from a batch file we use PKZip Command Line program for Windows 2 5 similar to the old DOS PKZip www pkware com 17 5 WISE installation program We have been using the WISE installation program to create setup programs www glbs com WISE 15 like Zip in that it compresses a lot of files into one file that takes up much less space and can uncompress the information onto the right directories on your disk But it can also create interactive dialog
82. that are empty open nodes that have people in them and update the display of any data that has changed This is a helpful cosmetic tool to handle as the last item after entering all people and all roles 3 When editing data for people and clients matters pressing EditlRefresh People List will refresh the data with any new data that has changed This particularly applies to a multi user setting where another user has changed data for a record you have open on the screen The People List The people list contains information about the people relevant to a client s file The colors help distinguish common people in green grantors in red and the people filed under the current client in black Common people can be hidden using the View Common People menu Note that the lines they are on remain but appear blank Thus you won t want to use this feature if you have a large number of attorneys etc By default people in the list are sorted by last name However sorting is possible by any of the columns in the list by clicking on the corresponding column header It s also possible to rearrange the columns in the list by dragging and dropping the column headers Double clicking on a person in the list takes you directly to the record view of that person Saving Your Data WinDraft has two modes to have the WinDraft checklist program save the data It can either be saved as a separate EP file or it can be saved within the stand
83. that the two match If the undefined variable error message has attached a 1 to the end of the variable name then an argument in the Model Document which needs to be surrounded by quotes such as a filename in an INCLUDE command or a variable that is part of a checklist CHOICE selection is missing a beginning quote Insert the appropriate quotation marks around the argument and the error 15 fixed You must also surround literal text in an expression with quotation marks For example SET LastName Jones 3 No End of Statement Bracket One of the variables in the Model document 1s missing an end bracket The next error message will show you which variable is missing the bracket This error may also result in an Undefined Variable error Write down the name of the troubled variable go back and insert the Author s Guide Model Documents 45 missing end bracket in the Model Document and all of these errors will be fixed This error could also occur if two opening brackets were mistakenly typed Again WinDraft tells you the offending variable so that it can be easily fixed If the opening bracket of a variable 1s missing no error message will be reported Instead the variable name and the end bracket will appear in the merged document If you think this may be occurring do an EditlFind and search for a in your merged document If none is found no problem exists 4 Unmatched IFs and ENDIFs If the Model Document
84. that will be stored in the data file and the text in quotes reflects the question that will be asked of the user For example TEXT LenderName Full name of the lender Typing this in creates the picture shown below Bank of America was typed in by the user to answer the question Full name of the lender Bank of America NOTE Atext command can hold up to 8000 characters A long answer will scroll out of the box like a ticker tape but all of your information will be properly saved in the data file and inserted into the final document The TEXT command has several variants LONGTEXT The LONGTEXT command is another command to use when you want a WinDraft Checklist Author s Guide 59 fill in the blank response at the data entry screen In functionality it is the same as the TEXT command above but it provides a different visual appearance For example a question asking for the description of property may require multiple lines of text LONGTEXT NumberOfLinesToDisplay VariableName question you want a LONGTEXT response to A LONGTEXT question can also accept up to 8000 characters It can also accept returns which will then appear in the output document Here the number of lines defines how many text lines you want to leave available for the description In the example below eight lines were selected and the picture below was created LONGTEXT 8 DescriptionOfProperty Describe the real
85. the WinDraft INI internal section to see what UserID was output into the profiles If it doesn t match the user ID of the person using the computer then check the WinDraft section of the WinDraft ini file At many firms the line should read USERIDZ ENV UID which tells WinDraft to get the user ID from the DOS environment variable UID which is set by a Network Administrator utility at login To see it go to DOS and type SET There should be a variable on the screen like UIDZHANSONEF which should be the same login used by WinDratt There are also two alternate methods for setting it described above 33 VI Appendix Troubleshooting A Macro Button Doesn t Work Right If the same macro exists in Normal DOT and WinDraft DOT it will run the version from Normal Use File Template Organizer to make sure that there is not a duplicate named macro in Normal DOT Vil Appendix Model Document Structure for EP Expert EP Expert Estate Planning System A LONG FORM WILL 1 WillHusb Doc or WillWife Doc Top document that calls inserts text and or programming from the following a GRGender Doc Sets values for variables such as HusbandWife b Will Doc Contains opening and closing text that is unique to wills WillorTrust Doc Sets variables such as TrusteePr d TRNames Doc Sets variables such as Trustee Name WinDraft Model Document Author s Guide Technical Appendix 34 Common Doc Contains t
86. theirs as it is developed But don t let a committee bog the project down too much either Invoive the group in testing and improving the svstem as vou proceed f vou are the sole attornev developing it and it ts viewed as vour svstem it will be hard get others to use it no matter how eood it is Start Small and Grow Slow ly Get a small svstem dratting simple June July 1996 LAW OFFICE COMPUTING LS d 4 d esta sd i Taming the Paper Beast and often used documents like powers of attorney simple wills and client opinion letters up and running first Establish the concept of the svstem test your approach and use it on a real client project Develop the System While You Do Billable Work If you refuse to implement the system until it is 100 percent complete you run serious risk of tatlure Waiting until the system does everything and your committee think will be needed to do ic right will lead to a project that ll never be tinished Instead add variables text and logic with real clients in mind as go along each time testing the sys tem so it correctly creates first dratts of client ready documents In several months will have painlessly created a working svstem that meets vour needs most of the time 9 Sustain Your Efforts It ts much easier to complete a system or one of its compenents if VOU sus rained effort This greatly redu
87. to by the ProgDir ini file setting in the WinDraft section Programmed in Microsoft C D WinDraft dot The WinDraft Word template This template contains support macros for WinDraft wll which handle document selection much of the DOCS OPEN integration and so forth WinDraft dot should go in the directory pointed to by the ProgDir ini file setting in the WinDraft section Microsoft Visual Basic for Applications WinDraft ini The WinDraft ini file this text file contains information about the settings of WinDraft in the standard Windows ini file format WinDraft ini should be located in the Windows directory F WDLoad dot The WDLoad dot Word template contains macros which support loading the WinDraft add in to Word This template must go in the WINWORD STARTUP directory If this template 15 not present then CTRL ALT W will not load WinDraft and WDData will not be able to blast off G WDFmt dot H WDFmtAlt dot The Word templates which have the standard and alternate formatting respectively for WinDraft output documents These files should go in the TEMPLATE directory under each practice system that uses them WDLSUP BIN Supplementary program data and licensing information for WinDraft and WDData Should go in the directory pointed to by the WinDraftDir ini file setting in the WinDraft section WinDraft Model Document Author s Guide Technical Appendix 9 IV Appendix Windraft ini settings Each
88. to the internal section of the INI file preceded by the letters WD That is the command PROFILE DocType ESTPLANWD will output a line to WinDraft INI that says WDDocType ESTPLANWD The six variables the PROFILE macro of WinDraft DOT currently reads are e current WinDraft Document Name from WDDocName e DOCS OPEN Client Number from WDClientNo e DOCS OPEN Matter Number from WDMatterNo e DOCS OPEN Author Name from WDAuthor e WinDraft Grantor Name from WDGrantor e DOCS OPEN Document Type fron WDDocType e current WinDraft Document Group Tag from WDAbstract How WinDraft Tracks a Batch of New Documents WinDraft merges a batch of Documents at a time From the Blast Off button the user sees a dialog box that allows the user to select from one to a large number of documents to merge at a time If the firm wants to modify DOCS OPEN to add an internal column field to the profile table in the database WinDraft can use that field to store and search information about a batch If the firm is using the standard DOCS OPEN database structure WinDraft inserts a time and date stamp within braces in the abstract field then performs a QBE search for those documents containing the time and date stamp and with App_id WDData and Typist UserID usually from the environment variable as described above D Troubleshooting 1 Working with WDData Data Files e DOCS OPEN integration isn t w
89. user has his or her own WinDraft ini file a standard ASCII text file in the standard Windows ini file format WinDraft ini contains the settings that tell WinDraft Where to find documents and other files it needs What kind of setup each user has for Windows Word and WinDraft Which features to use How to integrate with document management Specific information for each practice system In normal operation the user does not need to be concerned with WinDraft ini It will be set up automatically when WinDratt is first loaded by the SETUP program and will be updated automatically by the Create New System Wizard and by changes made under View Options and other functions of the program Techies will need to be concerned with modifications to WinDraft ini for non standard network setups for custom changes to the setup and for troubleshooting if there are problems If there is a problem with the way WinDraft is working it can usually be solved by an adjustment to the WinDraft ini file Location of WinDraft ini WinDraft ini will normally be located on the Windows directory along with most other Windows ini files On a network this should be either the local hard disk Drive C or the user s home directory usually Drive H because each user must have his or her own WinDraft ini file In large organizations the MIS Department will control and maintain the ini files and may update them using a special program for batch mo
90. working with the systems don t have to distracted by the programming This includes IF statements that change terminology in the middle of a para craph IF statements to insert signa ture lines and the like t there are 10 claces in a document where the same logic causes alternative text to be inserted vou can put that logic in a subroutine and either call the subrou tine trom each of the 10 places or have the subroutines set a variable and insert the variable in each place Whether such subroutines are called rules files computation elements or simply includ ed documents most document assem bly engines have some way of accom plishing this result 17 Code Your mands Use color and different fonts for commands and use different colors for nested logic usually use italics and blue text for most programming commands and sometimes use red green or magenta to make it easier to read the nested logic For a simplified example see Figure Grantor Has Children Children Are Minors give the remainder of mv property to the Trustee co be held in trust for mv children under the terms of Aricie IV ELSE give the remainder of my property to my children to be theirs absolutely ENDIFi ENDIF Figure 1 An exampie of using color coding to make programming language clear as suggested in tip 17 19 you use color to set apart programming commands ge
91. you may need a line such as Library LIB01 to specify the DOCS OPEN library If this line is not present or is set as Library DOCS then WinDraft attempts to determine this automatically from DOCS OPEN In addition if your firm is running the Legal industry DOCS OPEN customizations you will need a DOCSCustLegal 1 line in this section d Internal Internal variables are set in WinDraft INI to pass parameters from WDData to WinDraft DOT and WinDraft WLL They are saved by WinDraft under the Internal section and the firm need not be concerned with setting them However if there are problems during troubleshooting it may be helpful to look at WinDraft INI to see why things aren t working as you expect The settings of the Internal variables are described in detail below 2 WDData To set up WDData to let DOCS OPEN manage data files e Change WinDraft INI so that the line ODMA 0 1s changed to ODMA 1 in the WDData section e Use DOCS OPEN library management to WinDraft Model Document Author s Guide Technical Appendix 28 Add the document types you want We suggest EPDATA and EPDATMOD for estate planning data files and estate planning model data files b From inside DOCS OPEN select the OptionslSystem UtiliteslLibrary Maintenance menu item Select Application Maintenance In the presented dialog box create a new application called WDData Select Filing Scheme to be Enhanced and enter the default ex
92. 1 LastName Smith husb FDPOA Agent 2 Person 1 FirstName Jeffrey 5 husb FDPOA Agent 2 Person 1 FullName Jeffrey M Smith husb FDPOA Agent 2 Person 1 Middle M husb FDPOA Agent 2 Person 1 RelToHusb UNANSWERED husb FDPOA Agent 2 Person 1 RelToWife UNANSWERED husb FDPOA Agent 2 Person 1 Gender M husb FDPOA Agent 2 Person 1 ClientMatter UNANSWERED husb FDPOA Agent 2 Person 1 ClientID Common husb FDPOA Agent 2 Person 1 MatterID EP husb FDPOA Agent 2 Person 1 DOBMMDDY Y Y Y UNANSWERED husb FDPOA Agent 2 Person 1 DateOfBirth UNANSWERED husb FDPOA Agent 2 Person 1 DateOfDeath UNANSWERED husb FDPOA Agent 2 Person 1 Street 4510 E Thousand Oaks Boulevard husb FDPOA Agent 2 Person 1 Street2 Suite 200 husb FDPOA Agent 2 Person 1 City 2 Westlake Village husb FDPOA Agent 2 Person 1 ST CA husb FDPOA Agent 2 Person 1 State California husb FDPOA Agent 2 Person 1 Zip 55555 husb FDPOA Agent 2 Person 1 Code UNANSWERED husb FDPOA Agent 2 Person 1 BusPhone UNANSWERED husb FDPOA Agent 2 Person 1 HomePhone UNANSWERED husb FDPOA Agent 2 Person 1 EMail UNANSWERED husb FDPOA Agent 2 Person 1 Pager UNANSWERED husb FDPOA Agent 2 Person 1 Fax UNANSWERED husb FDPOA Agent 2 Person 1 MaritalStatus UNANSWERED husb FDPOA Agent 2 Person 1 AKAName UNANSWERED husb FDPOA Agent 2 Person 1 NickName UNANSWERED husb FDPOA Agent 2 Person 1 Prefix UNANSWERED husb FDPOA Agent 2
93. 16 information present in the document and data entry screens or if you are using DOCS OPEN automatically saves it to document management WinDraft can also automatically output tasks journal entries and other items to Outlook or do other interfacing with case management and other systems if your practice system is configured for it You have now created your customized document in just a fraction of the time it used to take and with fewer errors REVOCABLE TRUST AGREEMENT This Declaration of Trust is made and entered inte this day of 1994 by and between Eyle Newmeyer of Washtenaw County Michigan hereinafter called the Donor and Jane Newmeyer hereinafter called the Trustee WIINESSETH WHEREAS I as Donor may from time to time transfer property to the Trustee including any property listed on Schedule A attached hereto The property of this trust shall consist of all such property together with the proceeds of any policy of insurance with respect to which I have caused the Trustee to be named as beneficiary and any other 3 Working with Automatic Document Summaries When Word saves a document a few items of key information are saved along with it In WinDraft this summary information may be customized and rendered more useful by including a PROFILE command in the model document see Author s Guide Authoring Model Documents If you use Word to manage your documents the PROFILE command will output information abou
94. 2 as amended as follows ARTICLE I The name of the corporation is ACME COMPUTER SUPPLY CO As shown in the example above when WinDraft merges the client data with the Model Document the variables are replaced with the chent specific information from the data entry screen You may use a variable throughout a document and as often as you wish Author s Guide Model Documents 7 Vil Creating New Systems With time and your knowledge WinDraft can be used to create expert systems in your various practice systems The computer or technical parts of generating a new system creating the directories for the new system changing the INT file etc are all handled by WinDraft A To Create a New System Using the Create New System Wizard If WinDraft is not loaded load it by pressing lt Ctrl Alt W gt or clicking on the WinDraft button ES n the toolbar Choose Tools Macro Macros from the pull down menu When the Macros dialog box appears select CreateNewSystem by highlighting it Now choose Run from your list of dialog box options WinDraft will ask you for the short name of your system this should be 8 characters or less and a long descriptive name WinDraft creates a new directory for this system s documents using the short name under the main WinDraft directory WinDraft then automatically creates a sample Model Document for you and places it in the newly created directory WinDraft also creates a new
95. 234 are all even the blank line separate paragraphs from the point of view of MS Word B MS Word Paragraph Attributes and Hard Returns In MS Word some attributes apply to characters or groups of characters for example bold or font size while others such as centering indenting and heading styles apply to entire paragraphs Word stores the latter paragraph attributes in the hard return at the end of the paragraph to which they apply This raises an interesting question about what happens when a hard return is deleted Two different results are possible depending how this deletion takes place 1 Deleting a Single Hard Return EXTENDING When you combine two paragraphs by deleting the hard return s between Author s Guide Model Documents 37 ATTRIBUTES LOSING PARAGRAPH ATTRIBUTES them Word copies formatting information for the first paragraph to the next hard return down the line The result is that the second paragraph will not only join the first but will assume the same paragraph attributes as well This is the effect that most people would expect The formatting information for the first part of the new paragraph is extended and the attributes of what used to be the second paragraph are lost Deleting a Block that Includes a Hard Return If you combine two paragraphs by deleting a block of text that happens to include among other things a hard return MS Word will not look for or notice the deleted
96. 5 01 WinDraft Author s Guide Organization and Master Table of Contents The Author s Guide is actually an introduction and four documents on different but related subjects on consecutively numbered pages as follows Page Introduction Simplicity is the Essence 1 Model Document Author s Guide 2 Checklist Author s Guide 50 Overview of Automating Your Forms 80 Programming Custom Blast off Dialogs 87 Optional for more ambitious programmers WinDraft Author s Guide Table of Contents l AUTHOR S GUIDE INTRODUCTION SIMPLICITY IS THE ESSENCE ll MODEL DOCUMENT AUTHORS WHO SHOULD USE THIS MANUAL Il HOW TO USE THIS MANUAL IV CONCEPTS AND TERMINOLOGY V BASIC COMMAND STRUCTURE VI WORKING WITH VARIABLES A WhatIs A Variable Vil CREATING NEW SYSTEMS A To Create a New System Using the Create New System Wizard Vill CREATING A MODEL DOCUMENT A Variables B SET C ASK IX BEYOND MERGING VARIABLES LEARNING TO PROGRAM DOCUMENTS A Comments The more the Better B Programming Concepts Author s Guide Table of Contents 10 11 13 13 13 IF Statements INCLUDE RULES X OTHER COMMANDS a m GETDATA DOCTITLE PROGRESS STATUS SYSLOG LOG PROFILE DISPLAY ON OFF FIELD HALT FOR GETDB FUNCTIONS UC LC IC and PC to Capitalize Letters LEFT and RIGHT to break up strings REF to Read a Word
97. 9 recalculate fields after making any changes to a document See your Word documentation for more information on field codes OE idelman Associates 1999 EP Expert User Guide 4 3 Using EP Expert with DOCS OPEN 5 Using EP Expert with DOCS OPEN 5 1 Introduction EP Expert and other WinDraft practice systems can be used with any ODMA compliant document management system such as DOCS OPEN This section describes the recommended ways of using EP Expert and DOCS OPEN together There are three kinds of integration Basic Compatibility EP Expert is compatible with DOCS OPEN This means that even when you turn off other integration features DOCS OPEN doesn t get in the way of EP Expert and EP Expert doesn t get in the way of DOCS OPEN Each performs just as it would if the other were not running Saving and Opening Data Files Without DOCS OPEN integration the WinDraft data entry module WDData displays normal DOS directories and standard Windows File Open and File Save dialogues WDData also supports any compliant document management system With DOCS OPEN integration of the data entry module activated WDdata replaces the normal File Open and File Save functions with those of DOCS OPEN allowing client data files to be managed by DOCS OPEN optionally with predefined searches Automatic Document Profile Creation WinDraft can also automatically create and fill out profiles for each document it creates which
98. 999 Eidelman Associates EP People M Fiduciary Chooser User Manual se Estate Plan Roles on ni File Edit View Tools Help Kurt Hampton LastMarne FirstName FullNarne Middle RelToHush E AB Financial Durable Power of Attorney n City National I trust comp BE f Agents Ld Babson Joani Joani Babson sister in la a Agent 1 p Bradbury Susan Susan Bradbury legal assist f Jill Lynn Hampton Casey Benjamin Benjamin 5 5 Be a Agent 2 f Hampton Pat Fat Hampton brother 0 Jackie Meuberg Till Lynn ad scott Morlan e Hampton Kurt Kurt Hampton Self B Ag E inn Power of Attorney ampon oe add et b fi Hampton Travis Travis Scott Scott son E 13 f Hampton Trevor Trevor James James son Jl Lynn Hampton 5 Johnson Robert Robert Johnson Friend ge Agent 2 p Kildare Benjamin Benjamin M Kil M physician m fc Jackie Neuberg fi McMaster David Dr David R doctor Am ZI Scott Marlan Li McMurray Karie Dr Karie MeMa doctor r Agent 3 Morlan Scott Scott Morlan Friend E Living Will Li Neuberg Jackie Jackie Neuberg Friend E u weil Smith Jeffrey Jeffrey M Smith M E f Personal Representatives EFE 1 cr eet Le n Jill Lynn Hampton RecordID 1 2 B a PR 2 LastName Hampton es Jackie Neuberg FirstName Jill i ft Scott Morlan FullName Jill Lynn Hampton ees EF 3 Middle Lynn Trustees RelToHush
99. ACE The SPACE command is used when the author wants to insert a blank line on the data entry screen This is purely a formatting command to improve the appearance of the data entry screen 2 SPACE LINE The LINE command is used when the author wants to insert a horizontal line on the data entry screen This is another formatting command to improve the appearance of the data entry screen WinDraft Checklist Author s Guide 67 LINE D LOGIC COMMANDS The following commands control the thinking of WinDraft 1 IF ENDIF IF ENDIF The IF ENDIF command is used the same way in the checklist template as it command is used in the Model Document Whenever an IF statement is used a corresponding ENDIF must be placed at the close of the statement IF instructions test whether one or more conditions are true When the condition set up in the statement is true WinDraft acts on the command lines between the IF and the ENDIF When the condition is false or is irrelevant based on previous statements WinDraft moves on to the next instruction and the skipped information 15 displayed on the data entry screen in gray IF PaymentMethod LumpSum TEXT SettlementAmount The lump sum settlement is ENDIF This example also shows how IF statement was used in conjunction with the CHOICE option The IF statement checked the answer to the above CHOICE question and if the user chose the Lump Sum option then this question wi
100. Attorney Ps Financial Durable Power of Attorney nm Health Care Durable Power of Attorney H OR Health Care Durable Power of Attorney Living Will H Living will ep will z Ag will of Personal Representatives cif Personal Representatives ra PR 1 oo PR 1 ww ft Elinor amp Hampton 000 f Jack R Hampton B I PR 2 u I PR 2 0 f David R Hampton 01 e ff David R Hampton James Hampton _ t James A Hampton Revocable Trust Revocable Tush ar Trustees aC fi Trustees E E Trustee 1 E na Trustee 1 ff Jack R Hampton 0f Elinor 5 Hampton ff Elinor 8 Hampton ff Jack R Hampton Working with the Tree Display In general there is nothing new to learn about working with the tree It 1s essentially the same as working with the WinDraft checklist tree or the Windows Explorer tree There are a few minor items to note 1 If you drag a person onto another person the person you drop will be inserted above the person who was already there But if you drag a person onto a role the person will be placed at the bottom of the list of people for that role Be careful when doing this as it will affect how the people are mentioned in the documents 14 xz EPPeople Estate Plan Roles File Edit View Options Help People Clients and Matters Fr Clean Up Tree Display F5 Refresh People List 2 When working with the data pressing F5 or EditlClean up Tree Display will close all nodes
101. Author s Guide Reading this manual is not necessary to learn how to enter data and merge documents Whether your documents have been set up by others in your firm or by Eidelman Associates the WinDraft User s Guide will provide the instructions needed for routine document assembly This documentation is for the lawyer paralegal consultant or any other author who wants to create or edit the WinDraft Checklists data entry screens and printouts These are the screens that ask the user for client information personal and legal The information entered in data entry screens 1s merged with the Model Documents to create the customized client documents The process of merging documents is described in the User s Guide see Blast Off and the process of programming Model Documents is described in the Model Document Author s Guide The best way to learn WinDraft s programming commands 15 to first become familiar with the process of entering data and merging documents Then review both the Model Documents and the Checklist Templates provided with WinDraft as demo systems Both of these the Loan Agreement and Babysitting systems possess demonstration forms and screens that use most of the programming commands you will need This manual assumes that you know how to do basic editing with Microsoft Word ll Purpose of Checklist Guide This section provides instructions for editing existing or creating new checklists that form the WinDraf
102. Benj fi Robert Johnson Hampton Pak Pat I Agent 2 Hampton Trevor Trew fi Jeffrey Smith Hampton jill jill t L Agent 3 Haranknn Kirt Kurl 2 The Blastoff File temporary Data At blastoff the system will output a number of temporary blast off data files that WinDraft reads using a GETDATA command There are 3 levels of files that contain the same data with different paths for the variables WDOutputAll txt Husb txt and Wife txt Husb Will Txt and other document specific information Here 1s the ouput with the full path for each variable for the agents in the screen shown above a In WDOutputAll txt husb FDPOA Agent 1 Count 2 husb FDPOA Agent 1 Names JILL LYNN HAMPTON and ROBERT JOHNSON husb FDPOA Agent 1 Name JILL LYNN HAMPTON and ROBERT JOHNSON husb FDPOA Agent 1 Person 1 RecordID 172 husb FDPOA Agent 1 Person 1 LastName Hampton husb FDPOA Agent 1 Person 1 FirstName Jill husb FDPOA Agent 1 Person 1 FullName Jill Lynn Hampton husb FDPOA Agent 1 Person 1 Middle Lynn husb FDPOA Agent 1 Person 1 RelToHusb wife husb FDPOA Agent 1 Person 1 RelToWife self husb FDPOA Agent 1 Person 1 Gender F husb FDPOA Agent 1 Person 1 ClientMatter UNANSWERED husb FDPOA Agent 1 Person 1 ClientID Hampton husb FDPOA Agent 1 Person 1 MatterID 0001 49 husb FDPOA Agent 1 Person 1 DOBMMDDY Y YY UNANSWERED husb FDPOA Agent 1 Person 1 DateOfBirth UNANSWERED husb FD
103. BookmarkField MERGEFIELD to Read a Word Mail Merge Field SPELLOUT to Spell Numbers Math functions OPERATORS NOT AND Author s Guide Table of Contents 15 18 21 22 22 22 23 23 24 24 24 24 25 25 25 26 27 27 28 28 28 29 29 29 30 30 OR and other Comparison Operators to Join Text Strings Together Including Quotation Marks in String Constants WINDRAFT AUTHOR S TOOLBAR The Open Model Documents Button The Programming Style Buttons The Blast Off Test Button Buttons to Work with Checklist Templates for WDData The Assemble Document Now on Screen Button AUTHORING ASSISTANT MACROS IN WORD A Insert Variable B Insert Command XVIII UNDERSTANDING FORMATTING IN MS WORD AND WINDRAFT How MS Word Defines Paragraphs MS Word Paragraph Attributes and Hard Returns Deleting a Single Hard Return Deleting a Block that Includes a Hard Return How WinDratt Handles Paragraph Attributes When Merging Returns After Closing Brackets May Migrate Returns Within Command Brackets Are Lost Forever How WinDraft Handles Character Attributes When Merging TIPS FOR BETTER MODEL DOCUMENTS How WinDraft Handles Whitespace Proper Placement of Brackets Combo Codes In General Using Combo Codes in a Document Math Author s Guide Table of Contents 30 3l 3l 32 32 32 33 33 34 34 34 34 36 37 37 37 37 38 38 38 39 39 40 40 41 42 42 42 43 XIX TIPS FO
104. DIF In the above example WinDraft scans the document finds the brackets reads the variable and then checks it against the answer that was given at the data entry screen If the user answered yes to this question then this paragraph is inserted into the final document If the user answered no then this paragraph 15 not inserted Commands are always surrounded by brackets and are in all capitals WinDratt ignores all formatting that occurs within brackets Therefore spaces and tabs indents and returns within brackets are optional This feature which is discussed in greater detail in Using Brackets to Enhance Visual Flow is used to line up the legal logic in your Model Documents Lining up your programming terms will greatly increase the readability of your logic and enable you to work with and edit complex documents with far greater ease COMMAND is the same as COMMAND and Variable is the same as Variable e COMMAND 1 is the same as COMMAND Author s Guide Model Documents 5 VI Working With Variables This section discusses the basics of merging variables into the text of a document Other programming commands such as the optional inclusion of text and other special functions are described in later sections A What Is A Variable A variable is a piece of text from the checklist or Model Document that represents information that changes or may change each time you generate a document
105. Draft was supposed to be in the first place a simple system to merge variables and program rules into Microsoft Word documents Once you get it you can move on to the fancy stuff Author s Guide Model Documents 1 Il Model Document Authors Who Should Use this Manu This section 1s for the lawyer or any other model document programmer who wants to create or edit master documents so that others can merge them It should be read after reading the User s Guide You do not need to read this chapter to merge documents that have been set up by others in your firm or by Eidelman Associates In the following pages you will learn all of the commands needed to create or edit Model Documents that will interact with the information entered at the data entry screen to produce custom client documents The process of merging documents is described in the User s Guide If you are not a system author i but are reviewing the text of Model Documents and want to understand the commands in them well enough to know what is going on we suggest P S that you read the first parts of this chapter and the one page command 6o summary found in the inside pocket of the binder Another recommended way to learn the programming commands is to study printouts of the demonstration forms the ABA Loan Agreement and Babysitting Systems that are provided with the WinDraft system This manual assumes that you know how to do basic editing with Microsof
106. Draft would also ask for the state of incorporation of the business AND The AND modifier is used when the insertion of a paragraph or provision hinges on several conditions being met For example IF BorrowerlsMarried AND SpouseWillCosign Y TEXT NameOfSpouse Enter the name of Borrower s Spouse ENDIF OR The OR function operates the same in the checklist template program as it does in the Model Document program It allows a question to be inserted or asked if one of several conditions is met An example of the use of OR is IF EntityType Corporation OR EntityType LimitedLiabilityCompany TEXT State Oflncorporation Company is incorporated in ENDIF When using the OR command the variable name that is being checked for must appear on both sides of the OR as shown above WinDraft Checklist Author s Guide 70 I operators gt lt C The usual operators may be used with IF statements that compare two and expressions operators Equal gt Greater Than lt Less Than lt gt Not equal to C Contains text string The 5 lt and commands can also be used when writing checklist templates They would typically be used in conjunction with an IF statement to test whether a condition has been satisfied IF NumberOfChildren gt 1 TEXT NameOfChild2 The name of the second child 15 IF NumberOfChildr
107. E July 3 2001 INTRODUCTION A BACKGROUND WDDATA EXE 15 the WinDraft Data Entry Program which we also refer to as the WinDraft Checklist See Quick Start to Using WinDraft and the WinDraft User s Guide for more information on that This guide adds quick start information for lawyers legal assistants and legal secretaries on how to use the EPPeople fiduciary chooser program which works in conjunction with the other WinDraft components See EPPeople Fiduciary Chooser User Manual for complete information including a full description of what this module does and how to use it how to program it and how to setup and support it If you haven t done so we recommend reading at least the beginning of that document before you read this so that you can see what the program does and how it helps you INTEGRATION WITH THE WINDRAFT CHECKLIST Although EPPeople can be used independently this documentation assumes that you will be using EPPeople with full WinDraft checklist integration Thus you perform most file operations for EPPeople within WDDATA SCREEN SHOTS MAY DIFFER Note that your screens and systems may vary slightly from what you see in this document If so that is because either your practice system s integration 15 different or because we have added features to EPPeople and WinDraft Either way we hope that if you follow the steps described here you will be able to work with the programs as installed in your fir
108. Firm UNANSWERED husb FDPOA Agent 1 Person 1 PersonNotes UNANSWERED husb FDPOA Agent 1 Person 1 Name JILL LYNN HAMPTON husb FDPOA Agent 1 Person 1 Index 2 husb FDPOA Agent 1 Person 1 2 husb FDPOA Agent 1 Person 1 Relationship wife husb FDPOA Agent 1 Person 2 RecordID 167 husb FDPOA Agent 1 Person 2 LastName Johnson husb FDPOA Agent 1 Person 2 FirstName Robert husb FDPOA Agent 1 Person 2 FullName Robert Johnson husb FDPOA Agent 1 Person 2 Middle UNANSWERED husb FDPOA Agent 1 Person 2 RelToHusb friend husb FDPOA Agent 1 Person 2 RelToWife friend husb FDPOA Agent 1 Person 2 Gender M husb FDPOA Agent 1 Person 2 ClientMatter UNANSWERED husb FDPOA Agent 1 Person 2 ClientID Hampton 50 husb FDPOA Agent 1 Person 2 MatterID 0001 husb FDPOA Agent 1 Person 2 DOBMMDDY Y YY UNANSWERED husb FDPOA Agent 1 Person 2 DateOfBirth UNANSWERED husb FDPOA Agent 1 Person 2 DateOfDeath UNANSWERED husb FDPOA Agent 1 Person 2 Street 6969 Atom Avenue husb FDPOA Agent 1 Person 2 Street2 UNANSWERED husb FDPOA Agent 1 Person 2 City Studio City husb FDPOA Agent 1 Person 2 ST CA husb FDPOA Agent 1 Person 2 State California husb FDPOA Agent 1 Person 2 Zip 90069 husb FDPOA Agent 1 Person 2 Code UNANSWERED husb FDPOA Agent 1 Person 2 BusPhone UNANSWERED husb FDPOA Agent 1 Person 2 HomePhone 805 234 9870 husb FDPOA Agent 1 Person 2 EMail UNANSWERED husb FDPOA
109. Ganarstia Grantor B Aloe of 500 000 Nontartal Spouse EP Expert User Guide Eidelman Associates 1999 Creating Client Documents Ld If you are using DOCS OPEN you will see the usual DOCS profiles with special document types for different practice systems Enter Client Data 1 The data entry interface is outline based with topic headings on the left side of the screen and related detail data entry areas on the right Click on the folders and pages on the left the outline to open the corresponding data entry areas on the right of the screen and complete each one 2 Use any of the following methods to move through the data entry screens e Click the mouse e Pressthe F key to move to the next field e Press4 find the next unanswered question e PressC to move between the outline and data entry sides of the screen 3 Unanswered questions are indicated as follows Principal amount of the loan Text boxes UNANSWERED The interest rate will be C Fixed For Term Of Loan Floating Based Index Radio Buttons None selected Marital Status F Ig the Grantor Married Check boxes Shaded Gray Ld If you wish to return an answer to an UNANSWERED state use the Unanswered option under the Edit heading lt Ctrl U gt There are six kinds of data entry controls used to present questions 1 text boxes 2 check boxes and 3 radio buttons 4 Long Text Boxes 5 Drop Down Boxes 6
110. I 2 TO PR Levels INCLUDE PersRep doc J ENDIF ENDIF 47 I direct that my personal representatives not be required to furnish bond surety or other security IF MinorChildYN Y ARTICLE VII APPOINTMENT OF GUARDIAN GrantorIsMarried Y If my spouse does not survive me ENDIF lI appoint Guardian 1 Name to be the guardian of my minor children IF Guardian Levels gt 1 If HeShe Guardian 1 1s unable or unwilling to serve I appoint Guardian 2 Name as my successor guardian ENDIF ENDIF minor children XIV Authoring The EPPeople Output A Getdata Commands Note that each template with have to get the data that is relevant to that document Here are guidelines e Always get the data for that specific document if there are roles defined in that document Eg Husb will txt for the Husband s Will template WillHusb dot e If you are doing the husband s documents or joint get Husb txt If you are doing the wife s document not joint get Wife txt e If you are using data relating to the other spouse or otherwise need or you need Husb And Wife info get WDOutputAll txt 48 1 The User s View Estate Plan Roles Edit iew Tools Help Kurt Hampton LastName FirstName Full L3 Financial Durable Power of Attorney a City Agents Babson Joani Joar E Agent 1 Bradbury Susan SUSE fi Jill Lynn Hamptan Casey Benjamin
111. LANWD for Wilia JAE Client ether 7399 10 Imavacabia Trust af Bill Welded doi RSS pplication Vvard for Vi 9 26 96 413 ae fob 4 22 FM Find tar match these _ File name Tent or property Find Nene Piles at fepe ard Decuments d zi Lesimnodihad sime New Search 2 filets found You may search for a file by any of the fields Title Subject Author Keywords Comments etc listed under properties To do so select Advanced and in the Advance Find window see the figure below select Advanced Find Find files fei mach theese criteria Files odtypa rg bene Maa Author includes U Mach all word dorms Wisch onse Ligirig mor chens C And Property rt Oy Look in Cin Cine subdalders Find how Cancel Soave Search Open Search the Property you wish to search by and the Value you are seeking and press Add to List to add that criterion to your search Then choose the scope of the search in Look In at the bottom and press Find Now to execute the search WinDraft User s Guide 19 Vil Printing A Printing WinDraft Data To print your data click on the Print icon or select File Print from the WinDraft Checklist menu If you want to review the print output on the screen you can select File Print Preview Note that if you print from the data entry screen there are six ways to print your
112. M d 3 10 TECTURE astra ite TU 3 11 Answer 3 13 wk ch 3 13 WORD FORMATS AND STYLES sone a Renee ere eoe la Vr ub Turon 4 1 dL EP EXPERT EDIT TOOLS TOOLBAR seis ds 00 dedico bod doit 4 STYLES PORFORMATIING TEXT aite to 4 1 COMMON EDIT SITUATIONS a a a bine teandeneeetes 4 2 LYPI EIIN EW EL 4 2 Pastine Text prom another DOGIIWelll 5 ssa REESE 4 2 ODES frr 4 2 USING EP EXPERT WITH DOCS OPEN e eee eee eee eee eee o eee eee e eee ee een ette ee eese ee eese ee esee ua 5 1 Dub ANTRODUC TION ae 5 1 a 5 1 Saying CNG DIGI T UOS ade tti don res SO RE 5 1 Automatic Document Pi E ee 5 1 I USER S PERSPECTIVE prod Tu 5 2 Data Filesin DOES OPEN esent aeu Antes RI 5 2
113. Model Documents 42 Combo Codes IF TrusteeType GS We can tell that there are two initial trustees the Grantor and the Grantor s Spouse ENDIF C the contains operator IF TrusteeType S The Grantor s Spouse is one of the Trustees ENDIF Math WinDraft can use the power of Object Linking and Embedding OLE and the integrated functions of Microsoft Office to perform math calculations WinDraft can tell Word to link to an Excel spreadsheet and imbed the whole spreadsheet a group of cells or a single cell into your final document To create this link with Excel and Word open 1 In Excel select the cell or cells and choose EditlCut 2 Return to Word in your Word document choose EditlPaste Special Link then select Unformatted Text As you make changes in Excel your Word document will be automatically updated The Excel values can also be transformed and held as WinDraft variables by using the SET and REF commands simple math calculations can also be done using WinDraft functions or Word s tables See above for documentation on WinDraft s functions or refer to your Word manual to learn about Word tables XIX Tips for Better Checklists Handling Combo Codes in the Client Checklist WinDratt s WDData checklist language contains a special command for handling combo codes The CODE command is fully explained in the Checklist Template Programming Guide but here is
114. NT ASSEMBLY SYSTEM A B C Scope What is WinDraft The Concepts Behind WinDraft INTRODUCTION TO WINDRAFT oe E C l ML DE WinDraft Interface Using WinDraft Data Entry An Overview Terminology Practice System Model Document Data Entry Screen The Checklist Data File Merged Document USING WINDRAFT Load Microsoft Word Load WinDraft Select Practice Systems Practice Systems Button Checklist Button Exploring the Outline ENTERING CLIENT INFORMATION File Names Answering Questions Text Boxes Normal Long and Masked Check Boxes Choices Radio Buttons and Dropdowns Dates Buttons Advanced Navigation Searching for Questions WinDraft User s Guide 10 11 11 12 12 13 13 2 Bookmarks V SAVING CLIENT FILES A Saving WinDraft Files VI BLAST OFF TO MERGE NEW DOCUMENTS A Merge Blast Off l Select Document Format Assembly 3 Working with Automatic Document Summaries Vil PRINTING A Printing WinDraft Data 1 Outline Expanded 2 Outline Collapsed 3 Current Page 4 Variables 5 Outline Without Data B Printing the Final Document Vill SHARING INFORMATION WITH OTHER USERS A Emailing WinDraft Data B Emailing the Final Document IX FORMATTING INWORD A Styles and Templates The Concept B Edit Tools Toolbar Field Variables Styles for Formatting And Outline Headings Formatting Body Text Table of Contents P
115. OCS Open Our database will also integrate with the DOCS database or any ODBC database for that matter Working with People To work with the people click on the ViewlPeople menu and add as many people as you want for the matter you are working with You can come back at any time and add more people or make changes NOTE You can filter the data so that you can view ALL the data or just one client or client matter NOTE FURTHER when working with people in EPPeople it will display both matters relevant to that Client and people who are assigned to a special matter called Common Common is used for example to put in the names of attorneys or staff members who frequently serve as either fiduciary or witness fia ft Matter fF 555223 Record f 1 666221 Ki Albertson l LastMa f Eidelnan Middle First Frederickson Fuam McMahon i Smith Street f Wagner Rell oHusb Street Rell 1 Table View Screen Enter and view data in table view Client if Hampton Matter Jj Record View Table View Last Name First Name Middle Full Hame Rel To Husb Babson Joani Joani Babson Isister in lav Hampton Pat Pat Hampton brother b Jill Lynn Jill Lynn Hampton wife Hampton Kurt Kurt Hampton Self Hampton Lyle Allen Lyle Allen Hampton father Hampton Travis Scott Travis Scott Hampton son Hampton Trevor James Trevor Ja
116. P Expert 1 2 Note about WinDraft EP Expert is one application of WinDraft document authoring software which works with Microsoft Word to provide checklists data entry screens and model documents for many legal practice areas in addition to estate planning such as employee benefit plans and real estate transactions For information on other applications of WinDraft that may be of interest to your firm please contact Eidelman Associates at 734 769 1500 or http www lawtech com OE idelman Associates 1999 EP Expert User Guide 1 1 About this Manual 1 3 About this Manual This manual provides instructions for installing EP Expert and using it to produce estate planning documents It assumes that you the user are generally familiar with Microsoft Windows and Microsoft Word Except as noted menu choices tool bar buttons check boxes radio buttons and other Windows and Word features function 1n their standard ways and this manual does not provide detailed instructions for their use 1 4 Conventions The icons and typefaces used throughout this manual to present different types of information are as follows A numbered procedure following this icon describes how to perform an EP Expert task How to Additional nice to know information 1s shown with this icon This icon warns you of a potential error Client Name Names of data entry fields selections Web sites and similar items are shown in italics Type x
117. POA Agent 1 Person 1 DateOfDeath UNANSWERED husb FDPOA Agent 1 Person 1 Street 4329 Timberdale Road husb FDPOA Agent 1 Person 1 Street2 UNANSWERED husb FDPOA Agent 1 Person 1 City Miami husb FDPOA Agent 1 Person 1 ST FL husb FDPOA Agent 1 Person 1 State Florida husb FDPOA Agent 1 Person 1 Zip 55555 husb FDPOA Agent 1 Person 1 Code UNANSWERED husb FDPOA Agent 1 Person 1 BusPhone UNANSWERED husb FDPOA Agent 1 Person 1 HomePhone 305 532 1457 husb FDPOA Agent 1 Person 1 EMail UNANSWERED husb FDPOA Agent 1 Person 1 Pager UNANSWERED husb FDPOA Agent 1 Person 1 Fax UNANSWERED husb FDPOA Agent 1 Person 1 MaritalStatus UNANSWERED husb FDPOA Agent 1 Person 1 AKAName UNANSWERED husb FDPOA Agent 1 Person 1 NickName UNANSWERED husb FDPOA Agent 1 Person 1 Prefix UNANSWERED husb FDPOA Agent 1 Person 1 Salutation UNANSWERED husb FDPOA Agent 1 Person 1 SalutationCouple UNANSWERED husb FDPOA Agent 1 Person 1 Suffix UNANSWERED husb FDPOA Agent 1 Person 1 CityOrCounty UNANSWERED husb FDPOA Agent 1 Person 1 County Miami Dade husb FDPOA Agent 1 Person 1 Country UNANSWERED husb FDPOA Agent 1 Person 1 GovernmentID UNANSWERED husb FDPOA Agent 1 Person 1 Citizen Cuba husb FDPOA Agent 1 Person 1 CompetencyCode UNANSWERED husb FDPOA Agent 1 Person 1 AgentName UNANSWERED husb FDPOA Agent 1 Person 1 LivingArrangements UNANSWERED husb FDPOA Agent 1 Person 1 ClientOf
118. Quick Start for WinDraft These instructions will help you to quickly learn the WinDraft basics and start producing client documents with WinDraft If you have not already installed WinDraft see the Addendum at the end of this chapter Ty Also please note that this document does not walk you through creating your own system For that see the Author s Guide w 1 Load Microsoft Word Click on the LoadWinDraft button or simultaneously press Control Alt W to load the Windraft global add ins You will see the WinDraft toolbars appear If you don t see the Load WinDraft button you can load it by clicking the right mouse button while the cursor is on any toolbar Li If you have access to more than one practice system in your office select the system you want to use by clicking on the change systems button The selection screen will look like this Change Practica Systems Demonstreton Version Your systems will vary depending on what you or your staff have set up on your network or PC Select the system you want to use If you are new to WinDraft choose EPExpert If you only use one system you can skip this step The last system you used will stick If you have just installed WinDraft and are exploring WinDraft Quick Start Instructions Page 1 WinDraft for the first time we recommend going through these steps with each of the demo systems These steps will be the same as those
119. R BETTER CHECKLISTS 43 A Handling Combo Codes in the Client Checklist 43 XX TROUBLESHOOTING MODEL DOCUMENTS AND CHECKLIST TEMPLATES 44 A Template Changes Are Not Appearing in the Checklist 44 B Runtime errors while merging 45 1 Spacing 45 2 Undefined Variable Referenced 45 3 No End of Statement Bracket 45 4 Unmatched IFs and ENDIFs 46 5 Ending Quote Expected in Checklist Template 46 C Unanswered 46 D Formatting Problems 47 1 Extra Paragraph Returns 47 2 Indents and Other Paragraph Formatting Problems 47 3 Body Text Ends Up in a Heading 48 l CHECKLIST AUTHOR S GUIDE WHO SHOULD USE THIS MANUAL 50 ll PURPOSE OF CHECKLIST GUIDE 50 IIl CONCEPTS AND TERMINOLOGY 52 A Visual Outline 53 B Authoring Checklists command summary amp examples 54 C WinDraft Data Entry Screen 57 D Saving Your Checklist Templates 57 D Saving Your Checklist Templates 58 IV BASIC CHECKLIST TEMPLATE COMMAND LANGUAGES5s A Asking Questions with WinDraft 58 b Commands that Ask Questions and Get Data 59 1 59 2 YESNO 63 3 CHOICE 63 4 CODE 65 5 BUTTONs 66 Author s Guide Table of Contents IV C Commands to Format or Explain 1 LABEL 2 TITLE 3 Comments 4 SPACE 5 LINE D LOGIC COMMANDS 1 IF ENDIF 2 SET 3 NOT 4 AND 5 OR 6 gt lt C and operators V TROUBLESHOOTING A changes you made to the checklist template don t appear in
120. R EntityType LimitedLiability Company The entity is organized under the laws of StateOfIncorporation ENDIF When using the OR command the variable name that is being checked must be retyped each time like EntityType in the example above Author s Guide Model Documents 30 dc bb and OPERATORS E THE OPERATOR and other Comparison Operators These are the four comparison operators gt greater than lt less than equals C contains For example 2 IF NumberOfinitialDirectors gt 3 Missouri law permits the number of directors to be changed in the manner provided in the bylaws ELSE The number of directors must be stated in the Articles of Incorporation ENDIF 2 IF NumberOflnitialTrustees 1 I appoint the following as successor trustee SuccessorTrustee ENDIF The operator will be evaluated as true if the expression to the left of the contains the expression following the C as a substring For example if the person s name is Johnson the following will both be true IF Name IF Name C John For more information about the C operator see the discussion of Combo Codes on page 42 later in this chapter to Join Text Strings Together 29 Stringl String2 This operator is used to join two strings together In computer jargon this is called concatenation The two character strings are
121. RA the log file will be JONESRA LOG on the indicated directory 10 SaveDMS DOCSOpen Determines whether WinDraft should attempt to automatically save and profile documents that WinDraft generates into DOCS Open or LawOffice Leave this setting blank or omit for systems without a document management system or that do not use automatic profiling Set to DOCSOpen or LawOffice to enable the Save in document management checkbox Users may still decide whether to save a particular run to document management or not 11 SavelnDMSOn 0 This setting determines the default value checked or unchecked of the Save in document management checkbox It normally should be set to 0 B DOCSOpen 1 Library LLDOCS0O1 This setting determines which DOCS Open library if any the WinDraft DOCS Open integration attempts to use to save automatically profiled documents to This is used in the automatic DOCS Open profiling If this setting 15 DOCS or not present then WinDraft will get the current default library from DOCS Open This feature requires DOCS Open version 2 0c or later 2 DOCSCustLegal 1 This setting should be set to 1 if your organization is using the Legal sample customization supplied with DOCS Open If you specified your industry as Legal during DOCS Open setup and you have Client and Matter fields on your profile form then you should set this to 1 Otherwise it may be omitted WinDraft Model Docu
122. S Open integration as is standard You should set this to 1 only if you have problems integrating WDData with DOCS OPEN through ODMA Eidelman Associates no longer supports the native DOCS OPEN support and includes it for backwards compatibility only D System List System1 EP System Estate Planning Documents System2 Corp System Corporate Documents System3 Release S ystemz Releases System4 Software System Software License Agreement System5 Divorce System Divorce Practice System System6 RE System System Real Estate Documents System7 ABALoan System Loan Agreements System8 Response System Response to Audit Request System9 Market S ystem Marketing WinDraft Model Document Author s Guide Technical Appendix 15 5 When you click on the Change Systems button WinDraft displays a dialogue box with a button for each practice system Those you have access to will be in black and those that you can see but are not accessible are grayed out This dialogue comes from the settings in this part of WinDraft ini The settings that are grayed out are those in front of them in the ini file 66 99 with a hyphen There are settings determining what systems WinDraft knows about There can be up to 10 systems here corresponding with settings Systeml through System10 Each of these should be followed by a short name which is the same as the ini file section used for the practice system and a long na
123. Special Controls They work the same way as they do in other Windows programs OE idelman Associates 1999 EP Expert User Guide 3 3 Create Client Documents Text Boxes Man Husband Hame James B Smith Respond by typing in your answer up to 8000 characters If you type beyond the right side of the text box the data scrolls like a ticker tape Even if it is not visible the data 15 all there Use the h ande keys to move to the start or end of the text respectively If the question is unanswered it will say UNANSWERED in the checklist Long Text Describe the real property Type your answer in up to 8000 characters Long Text responses will wrap rather than scroll off the screen as in Text Boxes Long Text questions are also unique in their ability to accept hard returns when you press the Enter or Return key Masked Text Enter a phone number 7341 7684 aur Type your answer into a masked text box just like a normal one Masked text boxes will accept your answer only if you enter it in the format it expects These are often used for telephone numbers dates currency amounts and other structured information Check Boxes Check boxes are used to present questions calling for a Yes No response They can have three states e Checked which means Yes Is the Grantor Marne e Unchecked which means No 3 4 EP Expert User Guide Eidelman Associates 1999 Creating Client Documents
124. TER CODE Note that this can be letters or numbers If you practice in a large firm it would typically be something like 100234 and 0001 In a smaller firm you might just insert the client s name as the Client Number Chent Number Hampton Mather Number pom Note that once you enter the client and matter code for a eroup of people they stick and you can t change them without a hassle Therefore make sure you enter the client number correctly ENTER PEOPLE IN THE DATABASE a Click the Cast of Characters button to load EPPeople Use EPPeople ta edit the cast of characters in the database and assign roles drag and drop people to document roles Cast of Characters If you click on Cast of Characters the system will switch focus from the WinDraft checklist to the EPPeople program s data entry screen for entering people into the database Note If you are already in the EPPeople program or if you click on Assign Roles first which takes you into the EPPeople program and the roles tree you can get to the same screens to enter people into the database by clicking the ViewlPeople menu choice The screen to enter people looks like this S Client a Hampton Matter e 0001 Record View Table View Last Mame First Mame Middle Full Hame Rel To Husband 1411 gt KK People Database Record n 1 57 People The icon on the task bar at the bottom of your
125. Template C WINWORD TEMPLATE wdimt dot 19 13 AltTemplate C WINWORD TEMPLATE wdfimtalt dot 19 14 E O erro ERE A E 19 15 RESCUl OS Tye SHO M Em 19 RUE 20 HE 20 B 20 acetone tees 20 ABALoan System Example for ABA Shootout loan system 20 L LAbALoun DOocuments ec edt eere esa 20 WinDraft Model Document Author s Guide Technical Appendix 11 DabystE 5 VSUCIIN E 21 IN S E 22 V Appendix Integration with DOCS OPEN Document IVI ATIAG SING ING cR 25 A 60 m EE 25 l Basic Compatibility eis eduta tud ento eco ate E veinte ta pute o atu P gano 25 2 Savine and Opening Data Files i i ea R 25 o Automatic Document Profile Creation 25 b TheUser S Perse Ci 25 lI Data Files OPEN db 25 Automatic Pronle C TeatfOD a Ep pas iq ME qu ten bant 26 C Technical NOES a sou OR MM UEM M EM M I AMI 26 Mei TS Vy TM Bor t I BERE 24 2
126. VII B FOR NEXT loops in the documents 1 JAE Complete this 2 How to set up the For 1 to CounterVariable loop 3 Whole Command on one line or in INCLUDEd file 4 Examples a Inserting a list of people b Calculating a variable that contains a list of people with comma logic c Counting Tip on Programming Mix and Match Multiple Choice Questions If you need logic in the documents that may include different text depending on options for whether one none or both alternatives are selected we prefer not to use a YesNo checkbox for each in order to keep the logic in the documents simpler This avoids needing to program IF Will Yes and Trust No and all the other combinations In the documents we use the operator Contains to include the paragraph if the document contains will or trust as appropriate and you don t need any and or not logic You can set it up as radio buttons like this using the CHOICE command Or you can set it up as two checkboxes using the CODE command like this p The scripting of the Checklist template script for the above is LABEL Pers effects and residence questions show _13 LABEL 2 ways to mix and match multiple choices LABEL Do you like radio buttons or check boxes better CHOICE DistributePersEffectsUnderWillOrTrust Provide for distribution of personal effects under Will or Trust Will Trust Trust
127. according to the following convention WDM Master Data Files WDD Client Data Files Use WDM for master data files that contain standard answers that can be used to save time Use WDD for client files that relate to a specific client or test Sam Jones data file might be named JonesSam WDD WinDraft User s Guide 8 Loading a master data file or a different client s file with similar facts let you avoid re entering all of the data for each client Each time you work with a new client load a Master Data File or data file completed for a previous client and then change the items that are different Then use File Save As to rename a data file as a client data file DO NOT use File Save unless you want to overwrite the previous data file For example in the estate planning context if you frequently use a particular set of options with a Generation Skipping Trust you might name it GSTrust WDM Then each time you draft a Generation Skipping Trust you can Open GSTrust WDM change the data as needed for that particular client and Save As a new name using the client s name and the WDD extension This saves time there is no need to re answer non client specific questions B Answering Questions Edit the data to suit your needs making sure to answer all the relevant questions Follow the outline processing interface To move from question to question on the data entry screen use the tab keys the keyboard or the
128. acters on the left or right of a string LEFT FirstName 1 Operator What it does Example NOT Works with IF to test if something is NOT true IF NOT GrantorMarried Y AND Compound logic IF GrantorMarried Y AND Children Y OR Compound logic IF GrantorMarried Y OR Children oL Comparison operators equal less than greater than contains IF MaritalTrustCode See the Author s Guide for a full listing of commands functions and operators and more complete explanations WDUREFS DOC 2 18 97 WinDraft User s Guide 31 WinDraft Expert Document Drafting Software For Microsoft Word Eidelman Associates Certified Solution Provider 317 South Division Suite 187 Ann Arbor Michigan 48104 734 769 1500 Voice 734 769 1501 Fax 73067 2131 compuserve com support lawtech com www lawtech com WinDraft program macros field programming and Documentation Copyright 1994 2000 Eidelman Associates all rights reserved No part of this publication may be stored in retrieval systems transmitted or reproduced in any way including but not limited to photocopy photograph magnetic or other record without prior agreement and written permission of Eidelman Associates WinDraft and EP Expert are trademarks of Eidelman Associates All other brand and product names are trademarks or registered trademarks of their respective companies Printed 4
129. aft or C Program Files WinDraft on a standalone installation This is used to among other things determine where a system created with the system wizard will go where WDLSup dat should go and where the help file should go When running SETUP from the installation disk this directory will be the one directory for which a dialogue box will be displayed and the rest will automatically be created based on this 2 ProgDir C WINDRAFT This is the directory in which WinDraft DOT and WinDraft WLL are located It is used in loading the WinDraft environment from within Word in loading WDData and so forth If it is desired to have WinDraft load when Word starts up this should go in the Word startup directory which is C WINWORD STARTUP on a standalone installation 3 DefaultSystem EP System If this setting is present then each time WinDraft is loaded it will reset the Practice System to this setting The line above for example would choose the Estate Planning system for the user each time WinDraft is loaded If this setting is not present then WinDraft uses the last selected system each time it starts up 4 Author 1 If this setting is 1 then WinDraft knows that this user is an author that is someone who writes their own Model documents and checklist templates Currently this setting determines whether the WinDraft Author toolbar is displayed The typical user does not need to be distracted by looking at the A
130. ake Village Agent 2 Person 1 ST 2 CA Agent 2 Person 1 State California Agent 2 Person 1 Zip 55555 Agent 2 Person 1 Code UNANSWERED Agent 2 Person 1 BusPhone UNANSWERED Agent 2 Person 1 HomePhone UNANSWERED Agent 2 Person 1 EMail UNANSWERED _55 Agent 2 Person 1 Pager UNANSWERED Agent 2 Person 1 Fax UNANSWERED Agent 2 Person 1 MaritalStatus UNANSWERED Agent 2 Person 1 AKAName UNANSWERED Agent 2 Person 1 NickName UNANSWERED Agent 2 Person 1 Prefix UNANSWERED Agent 2 Person 1 Salutation UNANSWERED Agent 2 Person 1 SalutationCouple UNANSWERED Agent 2 Person 1 Suffix UNANSWERED Agent 2 Person 1 CityOrCounty UNANSWERED Agent 2 Person 1 County Ventura Agent 2 Person 1 Country UNANSWERED Agent 2 Person 1 GovernmentID UNANSWERED Agent 2 Person 1 Citizen UNANSWERED Agent 2 Person 1 CompetencyCode UNANSWERED Agent 2 Person 1 AgentName UNANSWERED Agent 2 Person 1 LivingArrangements UNANSWERED Agent 2 Person 1 ClientOfFirm UNANSWERED Agent 2 Person 1 PersonNotes UNANSWERED Agent 2 Person 1 Name JEFFREY M SMITH Agent 2 Person 1 Index 1 Agent 2 Person 1 1 Agent 2 Person 1 Relationship Agent 2 Index 1 Agent 2 1 Agent 2 Person 2 Index Agent 2 Person 2 Name UNANSWERED Agent 2 TypeCode Agent Levels 2 Agent Count 2 56 I II QUICK START TO USING WDDATA AND EPPEOPLE TOGETHER by JA
131. amming the logic and text for each Practice System or Model Document set the frequently used Model Document out on its own so that it can be called as needed with an INCLUDE command The logic for setting gender terms or signature lines is also a good candidate for an INCLUDE and its sub file WHAT The INCLUDE filename command tells WinDraft to include the text INCLUDE and commands of the sub file named in the command at that point in the DOES Model Document DOCUMENT WITH INCLUDE COMMAND SUBROUTINE FILE CALLED BY INCLUDE Sample file with INCLUDE command This is a separate subroutine document called This is text before the INCLUDE command The SUBDOCI DOC text from the other file will be appear after this paragraph SET City St Louis INCLUDE subdocl doc This text will appear in the output document after This text will be included in the Model Document the text from the subfile is inserted in this document The that has the INCLUDE command in it just as if the text of value of the variable set in the subfile is city Variables this document were in the original before it is merged can be created in subroutines as in this example This is text before the INCLUDE command The text from the other file will appear after this paragraph This text will be included in the Model Document that has the INCLUDE command in it just as if the text of this document were in the original before it is merged This te
132. ample that uses the two approaches depending on whether or not there is just one trustee IF Trustee Levels 1 I appoint Trustee 1 Names to serve as Trustee ELSE I appoint the following Trustees who shall serve in the order listed below the next line will insert a line for each trustee FOR I 1 TO Trustee Levels INCLUDE TrusteeName doc ENDIF 7 Ooo O B Authoring Programming the Checklist 1 Use VBScript or JavaScript programming in a WDS file to have variables and Events in WinDraft s checklist interact dynamically with EPPeople EXE 2 Events that interact with EPPeople can include Windraft system events Blastoff Save Open or can be programmed to react when the user exits from a field or clicks an Author defined button 3 You can also interact with EPPeople s Database or XML files from other parts of the system such as blastoff programs in Word VBA etc C Authoring Editing Templates 1 Understanding EPPeople Templates and Data Files When you create a new data file that contains EPPeople data that data 1s stored in XML and it is based on an XML file stored on Xemplate with names like General ept for married husband and wife wifeonly ept etc If you want to change the relevant grantors husb wife or both documents or roles you do that the same way in a client data file and in the templates a First open the data file or template file b Se
133. an introduction To the lawyer answering questions the screen looks like a list of Yes No check boxes like this Author s Guide Model Documents 43 usb Trustee Type Codes Grantor Ix Spouse In the interface template the system author lists the component parts of the code in a list like this CODE TrusteeTypeCode Husb Trustee Type Codes Corporate Other END CODE When the data file is saved 1t combines the sub codes into one text field as described in the previous section For example Trustee Type GC for Grantor and Corporate XX Troubleshooting Model Documents and Checklist Templates WinDraft is very good at telling you where the specific error in your Model Document is located thus enabling you to quickly correct the mistake A Template Changes Are Not Appearing in the Checklist i E If the author makes additions deletions or changes to the checklist template file and these changes are not reflected in the outline checklist the problem is that these changes were not properly saved Each checklist template is kept in two versions one saved as a Word document for convenient editing and another text only version with an extension WDbData reads only the latter Return to the checklist template file the version with the extension and click on the above icon located on the toolbar To perform this operation manually do a File Save As and save the check
134. and 2 one line in the System List so that it will appear as an option when the user clicks on the change systems button The entries might look like this Author s Guide Overview of Automating Your Own Forms 85 LIV odore DocDir C WINDRAFT Divorce SubDir C WINDRAFT Divorce subdocs WddDir C NWINDRAFTNdivorceNdata BMacro BlastOffGeneral BFile DivData txt ChecklistTemplate Divorce wdt DefTemplate c windraft template Divorce dot AltTemplate c windraft template DivCour dot AltFormat 0 ResetToStyles 0 System List system5 Divorce Divorce Practice System Much of the work of editing the WinDraft ini file can be handled by using the View Options dialog in WinDraft Checklist 7 Each practice system can have one primary and one alternate word template When a new document is created by WinDraft it bases the new document on this template These two templates should be created and put in the Word template directory with names and directory locations that match the setting in WinDraft INI for the practice system Author s Guide Overview of Automating Your Own Forms 86 l Creating Custom Blast off Dialogs Easily Changing Blast off Dialogs from Text Files In older versions of WinDraft custom Blastoff dialogs were supported through WordBasic programming This method produced great results but took a significant amount of time and required a real programmer In response to this we have created the ability fo
135. and there are no subfolders or pages WinDraft User s Guide IV Entering Client Information Client information can be entered by two different methods 1 from scratch using File New or 2 if the client s information will correspond closely to an existing client s data or a master by loading that master client data file and making the appropriate changes A veteran user will establish his or her favorite answer patterns to correspond to most of the factual patterns that are encountered When a new matter arises the appropriate master client answer file is pulled up and only the client specific changes need be entered This results in great efficiency one of WinDraft s key benefits In normal operation you would always start with a master data file or an existing client file and make appropriate changes open client s file 1 use File Open or click on this toolbar icon to open a data file then 2 select the appropriate client s data file If you are using DOCS Open iManage or another document management system the interface will be the usual DMS profiles Lookin 30 rJ amp l e f mi Abelian wd Le belaan wdd Abesempe wrid beso pil Open Files of hype WADI Pa Files 9 scd dir Cancel A File Names WinDraft s data files can have any valid name DOS allows but we strongly suggest you use names that end with WDD or WDM
136. answer all the relevant questions There 15 an outline based interface Simply click on the folders and pages on the left side of the screen to open up data entry screens on the right side of the page Use the tab keys or the mouse to move around the data entry screen You will note that questions that don t apply may be grayed out That is if you select None for Marital Deduction Formula type all further questions relating to the Marital Deduction and marital trusts will be displayed in gray on the screen You cannot move the insertion point to a grayed out field Unanswered questions are indicated as follows Text boxes Contain the word UNANSWERED Radio buttons None selected Check boxes Shaded gray check Be sure to answer all the relevant questions in each section of the outline If you leave a needed question unanswered you will receive a warning message when you merge the documents and you will have to go back and answer it then There are three ways to move between data entry questions Simply clicking the mouse on the outline headings on the left side of the screen will navigate you around the various sections The Tab key also can be used to move you to the next question on the screen and Shift Tab will move you back Outline Find Next Unanswered Ctrl F is also very helpful as pressing it takes you to the next relevant unanswered question on the data entry screen And you can alternate between the outline a
137. appened in testing but it would be the next logical place to look In doing this troubleshooting if the problem isn t immediately apparent you should print out and or edit WinDraft INI and look in the Internal section to see what profile information the model document causing the problem has output The information there should be the correct fields names described above in the section INI File variables with correct data values based on data that was entered and information from the PROFILE commands in the template like this Internal WDDocName John Smith Revocable Trust WDClientNo 99999 WDMatterNo 10022 WDAuthor HANSONEF WDGrantor John Smith WDDocType ESTPLANWD WDaAbstract John Smith Revocable Trust with GST WinDraft Model Document Author s Guide Technical Appendix 32 WinDraft Model Document Author s Guide Technical Appendix Problems Returning Hit List of Documents Created When WinDraft creates a batch of documents and saves them in DOCS OPEN it automatically inserts a date and time stamp in the abstract field then does a QBE search for documents e with that date and time stamp in the abstract field e created by the Login ID in the Typist field in the profile matching the login ID of the user Possible Problem If the hit list is empty there could be a problem concerning the user login of the user not matching the user login in the profiles it is searching for Solution Check
138. arameter which limits the choice of records The second is to have a SQL parameter with a general SQL command the SQL indicator can also be omitted as in the last example above See the SQL documentation Author s Guide Model Documents 26 for more information on the SQL language or use a tool like MS Query or Access to build your query The information will be read into VarName FieldName or VarName FieldName depending on whether an array was specified in the GETDB command For example in the first GETDB command above we will have PersonalInfo 1 LastName Jones PersonallInfo I FirstName Tom PersonalInfo 1 Age 35 PersonalInfo 1 CLMat 1000 PersonalInfo Z LastName Smith And so forth Xl Functions A function is a special kind of modifier that is followed by parentheses and modifies the text number or expression found in the parentheses The following functions exist within WinDralft A UC LC IC and PC to Capitalize Letters UPPER CASE LOWER CASE 2 UC Variable 2 UC PlaintiffsName 27 The UC function converts the specified variable or expression to upper case In the example above this modifier causes WinDraft to print out the Plaintiff s name in all capital letters in the merged document Thus if in response to a question at the data entry screen asking for the plaintiff s name the name John smith was typed in it will appear in the Document a
139. architecture including database integration using ADO which requires that current MDAC drivers and stores the data in XML format If the DLL s aren t all current and the registry settings aren t all correct then either the EPPeople program doesn t work right at all or the integration between the two programs doesn t work well It s pretty easy with Windows 2000 Office 2000 and IE 5 5 already installed on a PC because we just need to install our program and the XML parser one click no reboot and everything works right With Win95 and NT 4 it can be tricky and loading all the components needed to bring Windows up to current DLL s can be a pain If you can use Ghost or other cloning method to make that work on other machines it really helps so that you don t have to keep rebooting for each machine We should go through this process on a test machine get it working figure out what adjustments are needed then probably nuke it and do it again and then clone that one Because of all the rebooting it s good to multi task so that you can be doing something else while waiting for the computer to reboot Don t waste a morning watching the screen while you load all this stuff D Technical Notes WinDraft ini settings Changes to WinDRaft ini for EPPeople The lines indicated in yellow and italics below are the ones that are inserted in the WinDraft ini file The ones in the WinDraft section are those that store the output o
140. ard WinDraft data file the normal method If using EPPeople as a stand alone program use FilelSave to save the data as a EP file 15 V Blast Off to Output Your Data to WinDraft A How to Blastoff In normal operation EPPeople will blast off automatically when you blastoff from WinDraft s checklist screen If the script has not been set up to do that or if you are operating EPPeople as a separate application then click the FilelBlastoff menu B What Happens EPPeople will output a number of temporary data files to the Windows TEMP directory so that WinDraft can read that data as it assembles documents What those files are and what is in them 1s described in the Technical Notes section below C Blastoff Options WinDraft will output the Names information with various options See below Select those options by clicking on the appropriate choices on the Options menu The options are saved in the WinDraft ini file so they may be different if you change machines or login as someone else Mix and match the options Show names in upper case Include residences in the names list Include relationships in the names list Use comma before the and Use comma at the end af the names list Save changes Cancel You can mix and match the options in various combinations These options generally speak for themselves except that the two options 16 e Use Comma b
141. aries who are not programmers I like to say that the computer can think like a lawyer saves the answers data in a way that can be reused for future Ves drafts and with other documents Can print out the data in lawyer friendly auditable way Yes some Strong Need for Automation Weak Need for Automation Buy or build a document assembly Use a good form bank and document application management instead Examples Description examples Transactio nal Transactio Litigation Need fast Speed around acquisition ge Civil Damages See quote offerto jrestraining orders Complaints below purchase Qualified plans especially Specialty litigation when the same types of Reasonably law cases for different Unique large volume of changes clients PI commercial matters that are jBusiness jasbestos or one Volume iwork or each client with lots of cases that are similar jeep rollovers gas tank storage cases etc imilar enough jAcquisitio to justify use of ns Loan the system Agreement s Condo developme nt License Ageements matter 15 truly Contracts wills patterns variations ona Standard pleadings jare simple theme motions etc such as Standard Contracts Wills etc Documents have enough complexity Smart individually or Forms jas a group that will help jhaving the compu
142. as an audit trail and as you enhance your practice system keep the binders up to date 3 Have Others Test Your System Before you give your system to everyone in your department try it on a smaller scale Give it to one or two people in your department to use for their documents They are likely to find errors that you might have missed E Roll It Out Distribute your finished system to everyone in your department You can now create complex documents in a fraction of the time it previously took ll Addendum Manual Steps to Creating a Practice System A practice system is a system for one area of law practice to Gather store and work with the facts and legal decisions Draft one or more documents Author s Guide Overview of Automating Your Own Forms 84 These are the technical steps to follow to create a new practice system The Create New System Wizard will prompt you for the long and short names of your system and perform most of these steps for you Choose a short name of 8 characters or less such as Divorce or RealEst Create a document directory for the Model Documents having that name and the standard subdirectories We usually put them off the WinDraft directory but you can put them anywhere For the Divorce system the directory structure looks like this NwindraftNdivorce CNwIDndrafttNedrvorcevdata s Vwindratt civorce subdoecs NwindraftNdivorceNhelp 0 Create a
143. ase to Some phrase PCO Proper Case changes personal representative to Personal Representative References Word table field or bookmark MERGEFIELD Gets a Word Mail Merge Field ADD SUBTRACT MULTIPLY DIVIDE INC DEC WinDraft User s Guide Add subtract multiply or divide 2 numbers stored as string Increment or decrement one number stored as a string FOR Z 1 TO NumChildren INCLUDE ChildInfo doc FOR Z 1 TO NumChildren DO SET ChildrenNames ChildrenNames Child I Name INCLUDE TRPOWERS DOC RULES TAXRULES RUL GETDATA SET GrantorHeShe she ASK CoverLet Include a cover letter FIELD DATE MERGEFORMAT JAE programming note this is a note LOG Timeslip log JAE 12 2 95 JonesCorp 0029 2 5 Drafted asset purchase agreement SYSLOG Asset purch agmt drafted by Author STATUS merging GrantorName Trust DISPLAY OFF PROGRESS 50 DOCTITLE Loan Agreement PROFILE DocTitle Bill GETDB Author DSN ClientMatter FROM tblEmployee GET LastName FirstName WHERE Email AuthorLogin HALT Example SPELLOUT MinimumA geForDist UC GrantorName LC GrantorName IC GrantorName PC GrantorName REF TrustWill SET LastName MERGEFIELD LastName ADD 2 2 INC Count 30 LEFT RIGHT Take the first char
144. at contain SET commands such as those we use in the trust agreements to set trustee names and the gender terms of the parties you can cut the time it takes to process these commands WinDraft Model Document Author s Guide Technical Appendix 1 dramatically by using the RULES command instead of INCLUDE See Author s Guide Second if you have a long section of text that 15 only used under certain situations in your main model document you can move it to a subroutine document and INCLUDE it when you need it This way WinDraft doesn t have to crunch through that text unless the text 15 needed C Computer Setup Options to Enhance Performance e Run Word WinDraft from local hard drive rather than from a network drive e Don t use Stacker or Doublespace disk compression at least for files that are used a lot by WinDraft e g C temp directory e Make sure the right drivers are loaded for high speed video cards With ATI cards we found that switching from SVGA to ATI drivers increased performance by as much as 20 when watch assembly is set to on and 10 when watch assembly is off ll A Appendix Installing WinDraft A How to Install WinDraft WinDraft is typically shipped with the programs and sample practice systems on floppy disk The following is a description of the installation process for a disk that contains the programs and sample model documents provided with EP Expert the estat
145. ata opens and saves a data file If this line is not present then WDData will use DOCS Open if present and ignore it otherwise b WinDraft In the WinDraft section of WinDraft INI there are two commands that affect DOCS OPEN integration 1 For automatic profile creation the following line must appear in the ini file SaveDMS DOCSOpen and 2 WinDraft s feature to automatically know who created the document will be determined in accordance with the setting 1n the line UserID as follows e If there is a line that says UserID ENV UID the user ID will be read from the DOS environment variable UID You can also use a different variable by replacing UID with your choice of environment variables You can also use a firm uses a different variable simply insert variable name in the parentheses like the UID above e If there is a line that says UserID DOCS the user ID will be automatically read from DOCS Open This line is probably the preferred solution for most firms that are running DOCS Open WinDraft Model Document Author s Guide Technical Appendix 27 e If there is a line in the format UserID SmithJA WinDraft will use the login name from the INI file DOCSOpen This ini file section contains settings which allow finer control over DOCS Open Your firm probably needs to customize it For information on how to do this please read the INI file reference appendix In particular
146. atement a paragraph return is added after the inserted text This 1s because every MS Word document ends with a paragraph return Any hard return after the INCLUDE filename command will be in addition to this inserted return and would generate a blank line after the included text B Proper Placement of Brackets PLACE To solve the problem of unwanted formatting place Word paragraph returns WHITESPACE tabs and indents between the brackets in a programming command line BETWEEN Often you will want to put returns and indents just inside the brackets in order BRACKETS structure the commands so that it is easy to see the structure of the logic TO FORMAT This makes the logic much easier to understand For example PROGRAM LOGIC This is some text I want more text to appear on this line without a hard return if the next IF statement 15 true IF YouWantText Y This is the first optional text If there were more optional text that you want right here we would add it like this IF YouWant2ndOpt Y This is the second nested optional sentence ENDIF ENDIF This is the rest of the paragraph after the optional part In the above example because there are no tabs indents or returns outside the brackets they are all contained within the merged paragraph will be free Author s Guide Model Documents 4 of of this undesired formatting We strongly recommend that you take advantage of this form
147. atting feature to make sure that IF ENDIF and similar commands always visually line up so that you can see the matching commands and nested levels It s also helpful to match corresponding IF and ENDIF statements by formatting them in the same color programming style C Combo Codes 1 In General Based on many years of programming practice systems we have adopted this rule The fewer variables the better We found that it is much more difficult to program and maintain a document and checklist when there are lots of Yes No fields rather than one field representing number of pieces of information For this reason we have adopted the practice of combining multiple sub codes into one code Programming jargon for this is to concatenate the subcodes In an example drawn from our estate planning documents special language needs to be included depending on whether the grantor is a trustee whether the spouse is a trustee whether a corporation is a trustee etc Rather than set up Yes No variables for each type of trustee we have set up just one TrusteeType code which may have values like G Grantor Grantor and Other S Spouse GS Grantor and Spouse GSO Grantor Spouse and Other These codes can be combined in any order 2 Using Combo Codes in a Document Operators are used to evaluate the code to insert text into a document For instance the equal operator Author s Guide
148. ble click on a document or role to open it up depending on whether the roles are visible You can have co fiduciaries by dropping two or more people on any given role As you add a person to a role the system will automatically keep count That is if you add Agent 1 the interface will open up 9 Agent 2 and so forth There is no limit to the number of levels you can have and there is no limit to the number of people you can have at any level sz EPPeople Estate Plan Roles File Edit Options Help f Jack R Hampton A R j LastName FirstName FullName Middle ed Financial Durable Power of Attorney fio 59 First Trust Co First Trust Co EM T Agents fi 50 Hampton Jack Jack R co ien Hampton Elinor Elinor S Ha Ei C3 Agent 1 f E n Elinor Hampton n 48 Hampton David David Ha F By Agent 2 o4 Hampton James James A j eft David R Hampton fi 46 Hampton william wiliam 5 5 James Hampton n 45 Hampton Andrew Andrew S 9 O0 7 Agent 3 f 44 Hampton Brian Brian Ham A t Gars fi 433 Hampton Lissa Lissa DE Health Care Durable Power of Attorney m Living vvill z Ap weit 2 oe sf Personal Representatives Ey PR 1 ff Elinor 8 Hampton By PR 2 A 4 0 ff David R Hampton RecordID 49 Eg PR 3 LastName 0 f William 8 Hampton eae EO Em uf PR 4 F P Mice E ou RelToHusb wife
149. ble the same as the HTML file Beginning with WinDraft 2000 you no longer need to put an entry in the NFO text file for a question if the HTML help file has the same name as the variable or outline page This means that all you have to do if the name is the same is to create a HTM file on the windraft PracSys htmlhelp directory that has the same name as the variable and WinDraft will automatically find it For example if the outline page is named PowersOfAttorney simply name your help file PowersOfAttorney htm JAE Note What about conflicting names in variables and outline pages What WinDraft will do when you click the legal help button 1s 1 See if there is an entry in the NFO file If so it will use it 2 Ifit didn t find an entry in the NFO file it will look on the htmlhelp directory to try to find an HTM file that has the same name as the variable or page B Using Word 97 or Word 2000 as your HTML Editor You can use any HTML editor you want for your context sensitive help pages We have usually used FrontPage Netscape Communicator etc Lately however we have started using Microsoft Word This is the best bet because e You are already using Word for WinDraft programming and you don t have to change programs to work with the help files e Also if you are pasting text from your documents into the help screens they can have exactly the same formatting in the help screens as in the legal documents 1 W
150. c amd FE ke 1 prikl pa sciam lar ITieccoraeanidacd Lega Exin ee eee 7 Bd p Cie ees n Erb 39 Note on Database Connections WinDraft ini practice system now has the following items EPConnectionString See http www able consulting com ADO_Conn htm DSN for examples of the kinds of entries that can be put in here There are links from there to Microsoft documentation on the various options This setting is used to make EPPeople compatible with a people database that is in a wide variety of formats connected using a variety of methods and drivers Typical entries would be EPConnectionString DSN EP People EPConnectionString Dbq n windraft EPFirmIntitials data eppeople mdb C Troubleshooting EPPeople Issues Following the data We may hear I added three additional people but they didn t stick They didn t come into the document Troubleshooting this is difficult unless we know the specifics Here are the things to look for 1 Database Entries Are the people you entered in the database If you add a person that person should still be in the database whether or not you dragged any of the people into roles or saved the WinDraft data file Take a look with EPPeople s view people menu choice or from the data checklist by clicking on the Edit People button Or you can
151. can be a major time saver if a lawyer creates a batch of a number of documents at a time If this feature 1s not activated or if codes in the WinDraft Data File don t match those 1n the DOCS OPEN database the document 15 left unsaved on the screen OE idelman Associates 1999 EP Expert User Guide 5 1 The User s Perspective 5 2 The User s Perspective Data Files in DOCS OPEN When W Ddata is set to integrate with DOCS OPEN data files are saved in DOCS OPEN Just as with Microsoft Word or Excel e File Open Quick retrieve and profile searches e File Save Profile when saving a new unnamed file e File Save As Profile with version options when appropriate The application field in the profile will say WDDATA which is short for WinDraft Data The document types used will be those established by your firm s MIS department such as EPDATA for estate planning client data files and EPDATMOD for estate planning model data files In every other respect DOCS OPEN behaves the same as it does with other applications including the bypass functions Automatic Profile Creation WinDraft creates batches of documents at a time When DOCS OPEN profiling of documents is turned on WinDraft will automatically e Create the document e Verify that the information in the WinDraft data file matches the codes in the DOCS OPEN database for Client Matter Attorney Author and Document Type e If all the codes are valid save the
152. ces the amount of time vou spend relearning now vour system works Block ort devel opment time and don t allow yourself to ce interrupted Finish One Document at a Time Complete one document betore moving on This way you know that all documents are correct and you and vour i can see the project pro Appoint a Svstem Manager Make sure there is a lawver who takes tull responsibility forthe legal accuracy ot the system t ts this persons respon sibility to make sure that the system is kept up to date n the three ring binder you ll use to manage your system LAW OFFICE COMPUTING June July 19 6 sce Tip 21 have that attorney update each section as the law changes This wav anyone can see whether the last changes to the system include recent changes in the law It also takes a responsible attornev to coordinate the management and use of the system in the firm This 15 often necessary in wavs that paralegal secretary or MIS statt simply can not do 9 Don t Try To Integrate With a Database at least at first Trying to work on a database at the same time vou set up a document assembly system is like running a marathon with young child clamped on to your leg vou won t cover much ground lt is very dif ficult to know how to detine the vari ables the database until the docu ment svstem is complete Also because the law is always changing law practice systems must be remarkably flexible Da
153. checklist template on c windraft psys template for the checklist data entry module to read when it starts up There will be two files one a Word document with the DOS file name extension and one with the extension wdt an ASCII text file created from the Word document In our example they would appear as follows c windraft divorce template divorce doc c windraft divorce template divorce int Put the Model Documents you want to merge on the document directory for the system Give them 8 character names that the users will understand such as NwindraftNdivorceNComplnt doc windraft divorce Interogs doc NwindraftNdivorceNSepAgmnt doc C C e Ge wvwit draftwuvdivorcewvybhestrOrd doe Add variable names and programming commands as described in the WinDraft Author s Guide If you use subroutine documents or rules files that are included in Model Documents they go on the subdocs subdirectory like this c windraft divorce subdocs SetHeShe doc CoNwinera fe VGlvores subdocs gt c windraft divorce subdocs DivRules rul Edit WinDraft INI to create settings for the system See Appendix IV WinDraft INI Settings for an explanation of INI file settings The Technical Appendices are in the file WDAPPNDX DOC on the distribution disks In our example two parts of WinDraft INI would be affected one a section that has the same Heading in brackets as the short name
154. checklist template for data entry and places it in the template directory Both the new Model Document and new checklist template take the filenames you specified 1n the short name field The long name is the name of your practice system and will automatically be added to the Change Practice System icon list By following these few simple steps the technical parts of setting up a new system are avoided At the end of this process you will have the basics of your Model Document set up as well as your basic data entry screen program and an updated INI file To learn how to program your Model Documents read the Model Document Author s Guide to write the data entry screens read the Checklist Author s Guide Author s Guide Model Documents 8 Vill Creating Model Document LOAD A FORM OR The Create New System wizard will automatically set up your Model START FROM Document in the appropriate folder and load the WinDraft style template SCRATCH which has WinDraft headings and body text formatting built in to sharpen the appearance of your documents The next steps are to either a type in the document language the WinDraft commands the variables etc from scratch or from written forms or b alternatively an existing Word document can be cut and pasted into the Model Document as usual this document would probably be one of the forms from the firm s form book or a finished general client document This is the recommended method because i
155. cond right mouse click on the appropriate level and make the changes you want Finally save the data file or template 2 How to create a new role or document To create a new role or document right click on the node hosting the new item and select Template gt New node from the popup menu where node is either a document or a role 28 i MAL LITH LALI y Morlan 5 ERR people il 7 i WFO f 1 Lh Paste people rty 4 B dE OU Weston J Remove people Weston 2 New Role Template Remove Document Expand mode Document properties Collapse node ut z Zabner Ji w Swap Husb Wife while copying hee 3 cS Elf Witnesses RecardID EI witness 1 LastName bee f Jeffrey Zabner FirstName E Witness 2 FullName EX Dna f Susan 5 Dahlberg Middle __ Witness 3 RelToaHush Enter the name of the new node in Text to display and the corresponding blastoff code in Blastoff Text Newrole DisabTrus Text to display Death Trustee Guardians n DeathTrus Blastoff text Kurt Guardian 2 DeathTrus Rober City N 2 DeathTrus A scott In example above after clicking on Create Role a new role will be added to the Will document as shown below 29 LH pr RE vng wI will Er fi Personal Representatives E a 1 fi kurt Weston H a PR 2 JS 6 Robert Daddi p oo si Scott Morlan ZI s City Nati
156. ctor friend friend 5 Jackie Neuberg ClientMlatter B y Guardian 2 Charm bie pu Ready hampton 0001 Z See the full EPPeople user manual for a full description of how to drag and drop data and work with the other options When the data is the way you want it to be switch back to the WinDraft checklist and click blastoff Use Alt Tab or click on the WinDraft checklist icon on the Windows task bar at the bottom of the screen to switch between the programs B WORKING WITH A NEW DATA FILE 1 IN THE WINDRAFT CHECKLIST CLICK FILEINEW TO CREATE A NEW DATA FILE i 3 Untitled WinDraft Checklist File Edit view Outline Help We Ctrl S G amp Open m Save Save AS 2 CLICK ON THE PEOPLE HEADING Go to the People heading The right side of the screen oa ius like this FA untitled WinDraft Checklist File Edit view Outline Help 2 28 X Se a PR Estate Planning Motes on Features of trust HS Firm Information EL 3 People HA Trustor Grantor Information Documents For client NE E Notary Information Br 3 People A EES Trustor Grantor Information HS Children Information Ba Substantive Provisions Trust amp Common NE E Disability Guidelines H Specific Gifts and Tangible Property E E Creation of Marital and Exemption Trusts a Marital Deduction EE Marital Trust qe Exemption Trust 21 235 Dispositive Pro
157. cument The REF function is used to get Word field variables back into WinDraft variables See REF under the Functions section the next section for more information J HALT HALT HALT Stops WinDraft This 1s primarily for debugging purposes although it could be used as part of an error checking system to end a document prematurely if data 1s not entered correctly K FOR FOR 2 FOR I 1 TO NumberOfChildren INCLUDE Children doc DO FOR I 1 TO 10 DO SET Name I FirstName I LastName I The FOR command is used to do something repeatedly It can be matched with the FOR command in the checklist template as in the first example about where NumberOfChildren 1s the index variable in a FOR command on the checklist Author s Guide Model Documents 25 J GETDB If there is only one command you need to perform repeatedly you may write something of the form FOR I 1 TO x DO command where command is the command you want executed repeatedly Otherwise you must put the commands to be executed in an INCLUDE or RULES file and follow the syntax FOR I 1 TO x INCLUDE file or FOR I 1 TO x RULES file Optionally you can proceed by steps of something other than 1 For example FOR I 1 TO 10 STEP 2 will count I 1 3 5 7 9 and perform commands you specify at each I GETDB GETDB FILE db2 mdb FROM people GET LastName FirstName Age CLMat
158. cuniaryFormula Yes ELSEIF Pecuniary Formula goes here ELSE ELSE ENDIF Something else goes here ENDIF FOR INCLUDE Do something repeatedly INCLUDE Incorporates another document equivalent to calling a subroutine in programming RULES Same as INCLUDE but for ASCII file containing only commands GETDATA Tells WinDraft to retrieve the information you entered at the data entry screen SET Set value of a variable ASK Ask the user a question during document assembly FIELD Inserts a Word field using the given text Programming Comment computer ignores what follows LOG Outputs an entry to a user defined billing or other log file SYSLOG Outputs an entry to the WinDraft system log file STATUS Displays message on status bar DISPLAY Turns display of document merge on or off if Watch Assembly is turned on PROGRESS Sets the progress meter to the indicated percentage as the document is being merged DOCTITLE Displays document title in Windows title bar during merge PROFILE Outputs a profile string for Word or DOCS Open document summary properties GETDB Reads information from a database HALT Immediately stops document merge used for debugging Function What it does SPELLOUT Spells out a number in text using Word functions e g to convert 35 to thirty five or Upper case converts Andy Reynolds to ANDY REYNOLDS Lower case converts it to andy reynolds ICQ Initial case changes some phr
159. d Associates is a Windows based docu ment assembly engine created by Jim Eidelman An add in for both Microsott Word and WordPertect for Windows WinDrart can be used to create expert systems tor drafting documents in a variety practice areas A single user version of WinDratt costs 3495 Tom O Connor attorney and computer consultant San Diego Calif I M SORRY MISS BICKLENIK BUT THE MOST WE CAN GET FOR ECONOMIC DAMAGES 15 599 43 Now There s A Better Way To Calculate Economic Damages Put An Economist In Your Computer Now you can get quick assess Personal injury medical malprac ments and expert data easily tice product liability wrongful termi on your computer with nation or discrimination cases for Personal Injury Economist plaintiffs or defendants and Wrongful Termination El Detailed reports and graphs Economist For Windows C are professional and universal Get the answers you respected for clarity and need for economic dam ECONOMIST accuracy ages immediately Calcu Go into settlement con late what if scenarios ference fully prepared knowing on the fly where your numbers came from Written by economists to assist Many automatic features built in the law professional Organizes ail 800 phone support and we can damages in your computer assist in generating reports For Free Samples Call 1 800 800 1393 Evaluate Advocate Softwa
160. d click add Later when you want to return to the bookmark choose Edit Bookmark select your bookmark by name and click Go To 51 Bookmarks saved with your WinDraft Checklist document and can be returned to in later sessions WinDraft User s Guide 13 V Saving Client Files A Saving WinDraft Files WinDraft utilizes the same buttons and menu choices that are typical of all programs in Microsoft Windows File New File Open File Save As and File Save work just as they do in Microsoft Word or Microsoft Excel File Save As will save your modified data file using any name you want of up to eight characters The file is saved as WDD for client data or WDM for model data If you are not using document management we suggest using the client s last name as the file name so that the appropriate file can easily be recognized If you want to save under the same name use File Save or click on the Save button When using the File Open and File Save As commands you will get a dialog box that looks like this amp mu Fila neme Smith Save Seve as typ vin Duet Data wd Cancel If you forget to save your file WinDraft automatically asks you whether you want to save it when you choose the Blast Off icon discussed below or when you exit the program If you answer yes the above screen appears This is equivalent to a File Save command WinDraft overwrites th
161. d on WinDraft will automatically e Create the document e Verify that the information in the WinDraft data file matches the codes in the DOCS OPEN database for Client Matter Attorney Author and Document Type e If all the codes are valid save the document filling out the fields in the profile as it does so e Display a hit list of the batch of documents just created so the user can load edit and print The user can and should set up two saved searches to make it easy to call up documents One called EP WinDraft Documents 1s set with the user as typist and document type ESTPLANWD The other called EP WinDraft Documents created today 1s the same except that it also has 7 TODAY in the Date Created field C Technical Notes The following technical notes are for use by the MIS department consultants and others who are setting up WinDraft and Practice Systems for use by attorneys and secretaries WinDraft Model Document Author s Guide Technical Appendix 26 1 The WinDraft INI file WinDraft INI is the file that contains the information WinDraft and WDData use as they work to control their actions and store status information Here are some of the special settings in WinDraft INI that control the DOCS Open interface a WDDATA In the WDData section of the WinDraft INI file there should be a command that reads ODMA 1 If this line says ODMA 0 there won t be any integration with DOCS Open when WDD
162. d the full path because it s being called from a document that is not only not the home document but not even the husband s document RT Trustee 1 Names Husb RT Trustee 1 Names wdoutputall txt Example with Same Variables down to the Person Level Note When referring to a person rather than a role in the examples above the use of the Husb or Wife and document to the left of the role 1s the same as the example above but you replace the Names with 4 Person 1 Name etc Variable First Person serving as Initial Trustee or co trustee in the Husband s Revocable Trust Oo Husband s Trustee 1 Person 1 Name Rev Trust Pour over Will Letter to both clients Husb RT Trustee 1 Person 1 Name summarizing the documents 3 Using Personal Pronoun Functions a How the functions work EP Expert uses a gender function that works like this give to HimHer GrantorS pouse to be HisHers GrantorS pouse If GrantorSpouse in this example 1 for male the sentence will output give to him to be his If GrantorSpouse in this example 2 for female the output will be give to her to be hers To see how these variables work see GenderTerms RUL an ASCII file on the practice system subdocs directory It identifies every gender specific and number specific term that has been set up and you can add your own b Using the functions with EPPeopl
163. data Heme Lasertet E alatus Dig ault primer Ready LaserJet HP Where LPTI Cammnent Print reat Entre Cutline Expandad ee Page on Outline Current Pepe on Dutima without Dra vu nLDrsft Dutima withaut 1 Outline Expanded Normally print the expanded outline to see your data presented in a lawyer friendly way We recommend putting a copy of the data outline printout in the file so that as the documents are proofread a lawyer can verify the selected options This saves a tremendous amount of time Instead of the attorney proofing an entire document he or she can now just review the checklist forms to make sure that the appropriate boxes were checked If they were then the provisions should be in the document This option prints all of the information on all of the data entry screens both the prompts and the created data Standard prompts and data will appear in black indented to the right outline level Formatting of the font indicates special information as follows Type of Information Bold and Underlined Light gray Inapplicable Irrelevant WinDraft User s Guide 20 2 Outline Collapsed This option prints just the outline from the left side of the data entry screens 3 Current Page Expanded This option prints just the prompts and filled in data from the current data entry screen displayed on the right side of the screen Withou
164. de additional documents to supplement the standard estate planning blast off screen which lists checkboxes in a column for husband and wife for standard trusts will and powers of attorney This does have few limitations No IF THEN logic is supported no graying out of entries and each document entry including text that is a label has a check box next to it Also no remarks are allowed ll WinDraft helper functions in Word The following are WinDraft functions that you can use in your VBA programs to extend WinDraft You only need to know about these if you are trying to extend WinDraft with your own Visual Basic programming 1 INI File Routines a inival WD GetProfile section key Gets a profile value from the WinDraft INI file Section should be the desired INP file section and key should be the desired INP file variable This as with all other INI file functions returns an empty string if the INI file variable does not exist b tempval WD GetTemp section key Gets a temporary value from the WinDraft INI file This should be used for getting PROFILE information from internal section of the INT file It is important that you use this for this purpose as future versions of WinDraft will use the system registry to store profile information At this time GetProfile will use the registry while GetTemp will use an INP file or temporary file to store such information
165. del documents 4 Estate Planning Documents Some legal documents are comprised of a group of several smaller documents On WinDraft such a group is called a Practice System One example is the Estate Planning System The modular structure of the estate planning documents follows the following general nesting to include lower level documents within higher level documents RT HUSB Revocable Trust of Husband Sets document type and gender terms TRUST Contains beginning and end of trust documents COMMON Clauses that are common to long Wills and Trusts COMPOW Clauses common to POW and long Wills and Trusts QDOT etc Clauses that are called by several places within the document WILLHUSB Will of Husband WILL Contains beginning and end of will documents COMMON Clauses that are common to long Wills and Trusts COMPOW Clauses common to POW and long Will and Trusts WinDraft User s Guide 20 QDOT etc Clauses that are called from several places within the document Special Subroutines that do complex programming are also INCLUDED such as those that execute rules formatting etc These are incorporated at various points B WinDraft Model Document Command Summary Command What it Does Example variable or Fills in the blank I GrantorName hereby expression IF ENDIF Rules for logic IF FractionOfResidue Yes IF ELSE ENDIF Fraction of residue formula goes here IF ELSEIF Pe
166. difications to ini files If you are unfamiliar with editing ini files see your Windows documentation You can edit an ini file with Notepad or with Microsoft Word If you use Word be sure to Save As a text file You can also use one of the many ini file editors available on CompuServe and various BBS systems Like other ini files the information in them can be in any order as long as the individual lines appear in the right section following the defined Heading In general the settings are not case sensitive so you can use any combination of capital and lower case letters Be sure to see the readme txt file for additional information The WinDraft ini file settings may change as new features or integration with other programs are added WinDraft Model Document Author s Guide Technical Appendix 10 The following samples and explanations describe the typical ini file settings for a user who has access to a number of practice systems In individual cases your settings may be more limited or different Call Eidelman Associates at 313 769 1500 for more information if you need it As you are studying the file is set up we suggest that you print your WinDraft ini file out and have it on hand as you read the following descriptions of the settings A WinDraft Global settings which affect everything that WinDraft does 1 WinDraftDir C WINDRAFT This is the main root directory of WinDraft usually C WinDr
167. document filling out the fields in the profile as it does so e Display a hit list of the batch of documents just created so the user can load edit and print The user can and should set up two saved searches to make it easy to call up documents One called EP WinDraft Documents is set with the user as typist and document type ESTPLANWD The other called EP WinDraft Documents created today 1s the same except that it also has TODAY in the Date Created field 5 2 EP Expert User Guide Eidelman Associates 1999 Appendix EP Expert Components 6 Appendix I EP Expert Components FILE INFORMATION FIDUCIARIES Office Identification Personal Representatives Client File Identification Initial File Name Number of Individuals Client Number Corporate File Number Names Lawyer Identification Successors Number of Individuals CLIENT INFORMATION Corporate Married Couple Named by Testator Man Named by Exiting PRs Woman Names Man Woman Trustees Rev Trust Full Name Same as PRs Informal Name Initial Address Number of Individuals Citizenship Corporate Married Names Children Successors Notary State County Blank Number of individuals Children Corporate Number Named by Grantor Full name Named by Existing Trustees Informal Name Names Appoint Guardians Agents Names Financial PO Appoint Conservators Same as PRs Names Names CLIENT DOCUMENTS Health POA Man Woman Same as PRs Pour Over Will Names Revocable Trust Trustees Irrev
168. don t create too many data entry questions yet It will be easier to keep track of what you re doing if you add these while you are adding variables to your WinDraft documents e Test After you have added a few variables to the data entry screen 1 Save it using the Save Checklist Template button on the Author Toolbar and 2 Follow the steps in the Quick Start manual at Tab 1 to test your system If you can t get it working at this point call Eidelman Associates for assistance with troubleshooting 2 Adding Your Language a Import your forms Now is the time to bring in your documents If you have the text in a word processing document then insert it into the Model Documents just cut and paste that you already created Otherwise type them in b Move Common Language into INCLUDE Files Cut and paste the language which is common between two or more of your forms into the INCLUDE files that you already created This way as you update an INCLUDE file all of the documents which use that INCLUDE file will be updated Otherwise you would have to make updates in multiple places C Add WinDraft Logic Making your Model Documents behave the way you d like them to is a non trivial task Therefore rather than doing the following steps all at once you should proceed carefully one step at a time Program your first page test it then your second and test and so on This will make finding your mistakes much easier Aut
169. e When using the output from EPPeople When working with an individual person what goes in the parentheses is the index variable for that role person such as For each person there is a name state zip etc and there is always a index which will have the following values Value of index Gender and number HeShe person 1 index 24 4 One entity corp it etc JAE NOTE Originally we used to always use index However now EPPeople will also output the root variable with no dot that is the same as index This makes the appearance of functions much easier to read such as HeShe Trustee 1 instead of HeShe Trustee 1 index The use of index is now optional To the extent that other parts of the manual discuss or give examples using the index they apply equally to the root variable without the index The index will be output both for each role person and each row level eg Initial trustee first successor etc and the number of each person who may act as cotrustee at any level Thus you can use either or both of the following TT rustee 1 N ames shall serve as nitial Trustee TT rustee 1 Name shall serve as Initial Trustee e Note that the above has one Name Names for each level of succession of a role This is how you refer to the one or more people in a role collectively in the middle of a sentence The role level variables such as Trustee 1 Name are for the
170. e program and use the Windows Taskbar or Alt Tab to move between WinDraft Word and EPPeople just as you do with other programs Working with Data EPPeople can work with data in a firm s own database or case management system or even with Microsoft Outlook If set up that way then your firm may enter clients matters and people using a different interface The examples below assume that you are adding and editing clients matters and people through our very basic interface described below A Clients and Matters Before you can add people for a client matter you need to add a client and matter code In normal operation you add the client and matter code in the WinDraft interface under the File Info screen When you click the Assign Roles button the system will automatically create new EPPeople roles file with the correct client matter automatically inserted into the database Manually you can also click on the ViewlClients and Matters menu choice and then add a client and matter by clicking on the appropriate tab and add button Refresh will sort the list in alphabetical order E Clients and Matters Clients Matters Frederickson Update i Delete Implementation Note It 15 also possible to have a drop down box on the WDDATA screen to select the client and matter Call Eidelman Associates about this customization In a document management setting e g DOCS Open it will select files from D
171. e PROFILE command is used to export information from WinDraft into other programs such as document management For instance WinDraft s PROFILE command can export information to Word s document summary fields or DOCS OPEN profiles for each document it blasts off See the User s Guide section called Working with Automatic Document Summaries and the Technical Appendix on DOCS OPEN integration in the file WDAPPNDX DOC for more information DISPLAY ON OFF DISPLAY on off DISPLAY OFF The DISPLA Y command determines whether the merging of a given part of Author s Guide Model Documents 24 the document is displayed on screen This command only has an effect when the user has Watch Assembly turned on By default WinDraft displays all assembly to the screen However if WinDraft finds a DISPLAY OFF command then it will stop displaying any output until it finds a matching DISPLAY ON command This is useful for hiding complex logic in the document during the merge process I FIELD FIELD FIELD Text FIELD DATE MERGEFORMAT This command inserts the evaluations of expressions into the document as a Microsoft Word field The example above inserts a field with the current date into the document For more information about the power of Word fields see your Word documentation or from the Word menus select InsertlField and mouse around Note that the FIELD command is used to insert Word fields into a do
172. e Save functions with those of DOCS OPEN allowing client data files to be managed by DOCS OPEN optionally with predefined searches 3 Automatic Document Profile Creation WinDraft can also automatically create and fill out profiles for each document it creates which can be a major time saver if a lawyer creates a batch of a number of documents at a time If this feature 1s not activated or 1f codes 1n the WinDraft Data File don t match those 1n the DOCS OPEN database the document is left unsaved on the screen B The User s Perspective 1 Data Files in DOCS OPEN When WDData is set to integrate with DOCS OPEN data files are saved in DOCS OPEN Just as with Microsoft Word or Excel WinDraft Model Document Author s Guide Technical Appendix 25 File Open Quick retrieve and profile searches e File Save Profile when saving a new unnamed file e File Save As Profile with version options when appropriate The application field in the profile will say WDDATA which is short for WinDraft Data The document types to be used will be those established by the MIS department such as EPDATA for estate planning client data files and EPDATMOD for estate planning model data files In every other respect DOCS OPEN behaves the same as it does with other applications including the bypass functions 2 Automatic Profile Creation WinDraft creates batches of documents at a time When DOCS OPEN profiling of documents is turne
173. e all of fimer expenses expenses of last illness other claims agamet estate fede aud state income and gift taxes owed by me expenses of the of my estate and shall pay without apportionment all death taxes of character owed by my estate and by whatever name called mcluding i i PRESSES SESS ESSE LESSEE EEE ESSE SEER T ISTATUS Inserting Will amp Trust Provigons T 1 M ar Th Pac ees When it is all done you will see a Document Assembly Completed message and you can save the documents just like any other Word document You have now created your personalized document in a fraction of the time it used to take and with fewer errors If you are running DOCS OPEN and have DOCS OPEN profile creation turned on and set up properly the WinDraft Quick Start Instructions Page 6 system will create a profile for each document and display a pick list of the documents that WinDraft just created See Appendix 4 Integration With DOCS OPEN Document Management 7 Editing and saving your documents WinDraft integrates with Word very well and supports the use of MS Word bookmarks and fields automatic paragraph numbering table of contents cross referencing and outline headings In fact many of our model documents use these features extensively WinDraft Edit Toolbar an additional editing toolbar has special styles macros and buttons to make it easi
174. e can t make it fully automatic because WinDraft never knows how far along it really is You might INCLUDE a giant document at the end when it thought it was almost done You can either hard code the command like this PROGRESS 50 or make it semi automatic using a RULES file We have done this in a recent estate planning system by creating a file called PROGRESS RUL that is called 10 times during the document It uses the WinDraft ADD command to add 10 to a variable if it is a will and 5 to the variable if it s the trust a much longer document It looks like this IF DocumentType POW ce POW Pourover will calls RULES C Progress rul 10 times SET ProgressIncrement 10 gt Trust call this rule file 20 times SET ProgressIncrement 5 ENDIF SET ProgressCounter ADD ProgressCounter ProgressIncrement PROGRESS ProgressCounter To use it just sprinkle the command RULES Progress RUL through your model documents 10 2 STATUS The STATUS command will display a message like the one shown above on the Word status bar and above the progress bar on the Word status screen We like to insert a status command after each major heading as a visual cue to what is going on With IF statement programming you can even get quite sophisticated in your messages 3 DISPLAY ON OFF People like to watch the text scroll by and change but they don t like to watch complicated program
175. e fly Wish List One problem with WinDraft s model documents is that extra hard returns can end up in the final document and be tricky to track down in the model document It took some time to get the hang of where to put hard returns so that the formatting and spacing worked perfectly Also although ycu can imbed Excel spreadsheets into your documents and do math in Word tables WinDraft currently lacks capability to handle math calculations within the WinDraft language Eidelman Associates says this feature will be available soon Conclusion Many programs ostensibly designed to save users time and money accom plish just the opposite simply because they are too difficult to use Such programs require constant sup port resident experts and herculean FIGURE 3 patience from the user This is a common problem with technological innovation programs are written by techies for techies rather than with the average law firm s needs in mind In creating WinDraft Eidelman kept in mind the needs and limitations of lawyers and support staff members WinDraft deftly weaves clever fea tures with a simple commonsense interface creating a program that is actually enjoyable to use Users will find that WinDraft can readily adapt to changes in the law the needs of a client or even a lawyer s practice Firms and businesses interested in document assembly software should give WinDraft a close look Wi
176. e found 5316 WinDraft could not find or run the Microsoft Systems Info application 5722 This property is only available if the document is OLE object 5723 This property is not available 1f the document is an OLE object 5843 One of the values passed to this method or property is out of range 5868 5869 5941 The requested member of the collection does not exist Author s Guide WordBASIC Custom Blastoff Dialogs 93 WinDraft Expert Document Drafting Software For Microsoft Word amp Technical Appendices Eidelman Associates 317 South Division Suite 187 Ann Arbor MI 48104 734 769 1500 734 769 1501 Fax support Q lawtech com www lawtech com Certified Solution Provider WinDraft program macros and field programming and Documentation Copyright 1994 2000 Eidelman Associates all rights reserved No part of this publication may be stored in retrieval systems transmitted or reproduced in any way including but not limited to photocopy photograph magnetic or other record without prior agreement and written permission of Eidelman Associates WinDraft and EP Expert are trademarks of Eidelman Associates All other brand and product names are trademarks or registered trademarks of their respective companies WinDraft Technical Appendix Table of Contents I Appendix Optimizing WinDraft Performance 1 A Hardware Enhancements bot eO Neg vi
177. e old file with the new data but it retains the same file name To avoid overwriting the existing data file choose Cancel then do a File Save As This gives the file a new name and avoids overwriting the old file The files should be stored in a directory labeled data WinDraft User s Guide 14 VI Blast Off To Merge New Documents A Merge Blast Off Blast Off which 15 represented by this rocket icon is the function that takes the client information you entered in the data file and merges it with the model document to create a customized legal document By clicking on the rocket icon the user accesses the Blast Off dialog box For the estate planning system the dialog box looks like this ICON Eatabe Planning Eatabe Planning Fewvacsble Trust L ar Letter Engagenent Letter Bheprirt Select the documents you wish to create This box can be customized by the firm and by the department to show all the related documents that may by merged Customizing the Blast Off dialog box is described in an Addendum to the Author s Guide PROGRAMMING CUSTOM BLAST OFF DIALOGS WinDraft can produce as many documents as you wish to program Documents that do not apply may be grayed out if the system author so chooses 1 Select Document Format There are several options you may select at blast off time Format Settings Alternate Formatting WinDraft can change the formatting
178. e planning system It will vary slightly if you are using a different demo or model document system Insert the WinDraft diskette in Drive A Exit from WinWord and WDDATA if you already have it running Go to the Start menu and select Run At this dialog box type A SETUP and click on OK The setup program will first give a welcome message Click ok The following dialog will then come up WinDraft Model Document Author s Guide Technical Appendix 2 acocapi cho OK To change the locanon of s component click ffe Change Folders bulion nei bo Pagan Fike all Changa i all U hange F nkiei For a standard single user setup we suggest going with the default That is put WinDraft on C Program Files WinDraft directory For network setups make sure you are logged in with a supervisor s ID The default will be to install everything on the C drive Most network setups keep the WinDraft Practice System and Script on the network drive and WinDraft program files on the local drive See Network Setup Notes below for a discussion of how to tweak where various files go After you click the Continue button you will see each step as setup does its work The SETUP utility works much like the Microsoft Word setup utility and will perform the following steps e Create the necessary WinDraft directory and subdirectories e Uncompress and copy most WinDraft system and model documen
179. e used over and over again in different Model documents so that the document programmer does not need to reinvent the logic Author s Guide Model Documents 20 An example is a subroutine to construct a person s name Suppose the data for people s names is stored 1 a database in six fields called first middle last Mr Ms suffix for Jr etc and lawyer yes no for Esq for lawyers names in correspondence You must use a series of IF statements and SET commands to build the full name for use in letters and signature lines These commands include lines that tell the computer for example to include the middle name or initial and a space only if the middle name field 1s not blank You can put the commands to create the DirectorFullName variable in a sub routine document called DIRNAME DOC Then every time you need a signature line for directors enter the following Signed this day of June 1996 INCLUDE DIRNAME DOC DirectorFullName This minimizes the number of commands required in a Model Document making it easier to follow the logic of the legal document especially for the computer impaired and saves time by avoiding the need to re program this logic with subsequent practice systems E RULES RULES The RULES command reads and executes WinDraft commands from a separate text file It is similar in function and use to the INCLUDE command but it is used to optimize the speed of WinDraft when mer
180. ed On some networks this may be a home directory on the file server such as HAWINDOWS WDLoad DOT C MSOFFICE WINWORD Must be on the user s WinWord startup STARTUP directory 4 Batch Files to Copy Needed Individual Files The WinDraft setup disk also contains a sample batch file called WDNETSET BAT that is set up to copy these files from a directory on the network called WINDRAFT WDNETSET to the individual s hard drive or other individual file locations You will need to first WinDraft Model Document Author s Guide Technical Appendix 7 1 Install WinDraft to one machine and make sure it is working right Call Eidelman Associates if necessary to make any changes to the setup that you need to make for your firm such as changing file settings for document management etc 2 Copy the files named above from the workstation on which you have your prototype system installed to the network For purposes of discussion F WINDRAFT WDNETSET 3 Modify the batch file so that it copies to and from the right locations and put it on the network in F WINDRAFT NETSET or some other location where any user s PC can access it 4 From each user s individual workstation run the batch file from the network It will copy the files that user needs Here is the text of the batch file for a typical configuration REM WDNETSET BAT to complete WinDraft network setup for indiv PCs F cd windraft wdnetset copy windraft
181. ed to run EPPeople setup again 1 Take a clean machine to test with that already has Word and WinDraft set up and working right 42 2 Load any needed Microsoft drivers to bring the Windows components up to current levels a DCOM and MSI for Windows 95 Only needed if you have Windows 95 and they have not been installed by some other program e DCOM for Windows 95 Download from Microsoft http www microsoft com com resources downloads asp or from Lawtech dcom95 exe There is also an update for Windows 98 e Microsoft Windows Installer MSI any version is OK for our needs o New version 2 0 for Windows NT and 2000 ships with Windows XP http www microsoft com downloads release asp releaseid 32 S32 amp NewList 1 o Version 1 2 for Win 9X and ME http www msdn microsoft com downloads sample asp url msdn files 027 001 455 msdncompositedoc xml b MDAC 2 5 or higher Included with IE 5 0 and higher SQL Server 2000 client setup installs 2 6 See http support microsoft com view dev asp ID hl amp pe mdac asp for a FAQ about MDAC and http support microsoft com view dev asp ID hl amp pg mdac asp to get to the MDAC download page If you want to go to 2 6 without loading 2 5 first talk to Jim about the JET issue before you load it or load 2 5 then upgrade to 2 6 Only needed if you don t have IE 5 0 or higher or another program that has loaded current MDAC drivers The MS Web page has a compo
182. ed with them have the button pictured below Unless otherwise stated the button appears on the Author Tool Bar es If the toolbar is not displayed you can display it by selecting it from the pull down menu under Tools WinDratt Options m 2m Programming Styles A The Open Model Documents Button Moo MODEL Open Model Documents DOCUMENTS Author s Guide Model Documents 32 This button is similar to the FilelOpen command or button except that it will open up the subdirectory where the model documents for the currently selected practice system are located B The Programming Style Buttons PROGRAM MING STYLE C BLAST OFF TEST ICON Irla Programming Styles popup menu In order to simplify the reading of WinDraft commands in Model Documents we have created three styles called Programming Programming 2 and Programming 3 These are character format styles for programming text Initially we have chosen to base them on the normal font and to italicize them The text color is blue red or magenta respectively as shown on the menu icons The different colored styles are useful in complex documents to keep nested IF statements clearly matched with their corresponding ENDIFs You can change the Programming Styles to make the programming commands appear any way you like such as in Courier font To use one of these buttons position the cursor between a pair of brackets cl
183. een for any heading that doesn t have a matching page e When the script is first loaded the title page will display on the right side of the screen It will display the name of the system the copyright and any other special information you want wdscrsum doc When Document Automation Makes Sense James A Eidelman c James Eidelman 1997 e Eidelman Associates 734 769 1500 www lawtech com This document was drafted to help a large law firm who had acquired a site license to WinDratt decide where to begin in implementing it Software for computer assisted document automation is an add in to word processing It runs the gamut from what people in the artificial intelligence community would call expert systems down to what Mark Hellmann calls fancy mailmerge Document Automation software such as WinDraft HotDocs Scrivener and PowerTxt typically differs from the word processor s merge and macro facility in the following ways Word Document Processing Automation Macros and Merge Organized and interactive way of gathering the facts and making legal decisions On line context sensitive help regarding legal issues Yes No smart Forms Power to change text automatically based on the facts and data entered IF THEN rules are often embedded within the document in a lawyer friendly way or other me approaches organize logic in way that can be understood by i lawyers and secret
184. efore the and Yes John Smith Bob Jones and Fred Jones No John Smith Bob Jones and Fred Jones e Use comma at the end of the names list Yes Use this to insert the names in a sentence such as I appoint my brother Robert Smith to be my Trustee No Use this if the people will be listed in a column and you don t want the final comma For example I appoint the following Trustees to serve in the order named First my brother Robert A Smith Second my sister Sally A Smith Third my uncle John F Smith Although there are times you might like to mix and match them at this point the selection 1s all or nothing If you use relationships e The system will automatically handle the mirror image relationships correctly For example in a second marriage the husband s would say my son John and the wife s would say my step son John e Ifthe person names him or herself as trustee it will output myself instead of my self John A Smith Note that the order will be the same as you see on the tree If the husband names himself and his wife it would say I appoint myself and my wife Sally A Smith If he lists her first then it would say I appoint my wife Sally A Smith and myself to be Trustee VI Printing the EPPeople There are now at least 6 ways to print out the data that s in the EPPeople XML file A BASIC PRINT Version 2 1 and highe
185. em Note that Control Alt W will still load and unload WinDraft The only difference is that WinDraft will be loaded at the beginning of every Word session e Use with Document Management Systems WinDraft has special commands and functions to interface with document management systems such as DOCS OPEN Settings in WinDraft ini and the DOCS OPEN tables can be set up so that 3 WinDraft s data entry module can use DOCS OPEN to manage client data files 4 WinDraft can automatically save each document it creates in DOCS OPEN and automatically fill out each field of the profile See Appendix DOCS OPEN Integration for further information WinDraft also supports any compliant document management system for storing the information entered in the checklist program To enable this see the ini file documentation e Integration with Databases WinDraft can automatically accept data from Microsoft Access and other databases and integrate with databases in a number of ways In each case installation will be customized depending on your database setup D Network Installation of WinDraft Setting up each user 1 Introduction Law firms and law departments are set up in a wide variety of ways Some have just about everything loaded locally on drive C and others have just about everything loaded on the network WinDraft Model Document Author s Guide Technical Appendix 6 For purposes of discussion we will make the
186. ements System Name command This name will display when the user clicks on HelplAbout WinDraft Data Entry COPYRIGHT Jones amp Smith 1995 This will display a special Copyright notice for the practice system both on the system s title page on the right side of the screen and when the user clicks on HelplAbout WinDraft Data Entry LoanAgmt doc JAE last edited 12 19 95 Comment WinDraft ignores it so that when people read the checklist template they have some audit trail information OUTLINE Pagel Loan Agreement Data The on screen outline MUST begin with the OUTLINE command followed by Pagel and the text you want displayed next to the icon of a folder at the top of the outline HEADINGI Parties Info about parties Each outline heading command line must have the following elements HEADING2 Lender Lender Information 1 Heading level command will be indented based on number HEADING2 Borrower Borrower Info 2 Name of data entry screen PAGE that is displayed or printed with this outline heading HEADING3 PrimaryBorrower Primary 3 Text to display or print in the outline heading in quotation marks HEADING Guarantors Guarantors etc etc END OUTLINE There must be an END OUTLINE command after all of the headings PAGE Parties Each HEADING must have a TEXT variable Prompt matching PAGE and END PAGE with the name of the page exactly YESNO variable Prompt matching the name in t
187. en gt 2 TEXT NameOfChild5 The name of the third child 1s ENDIF ENDIF E Special commands There are a number of commands that don t fit into any of the categories above SYSTEMNAM The SYSTEMNAME and COPYRIGHT commands determines what text E should appear in the about box Use them to describe your custom practice system and provide a copyright message COPYRIGHT For example SYSTEMNAME ABA Loan Agreements COPYRIGHT Copyright 1995 2000 Eidelman Associates would give the following messages 1 the about box WinDraft Checklist Author s Guide 71 About Checklist Checklist 2000 ob Copyright 1994 2000 Eidelman Associates ed ABA Loan Agreements Copyright 1995 2000 Eidelman Associates This product i licensed to WOO Demonstration System 1 User License Warning This computer program is protected by copyright law and International treaties Unauthorized reproduction or distribution of System Info this program ar any portion of it may result severe civil and criminal penalties and Will be prosecuted to the maximum extent possible under the law ACTIVESCRIPT ACTIVESCRIPT command tells WinDraft Checklist to use active scrip ng to program the practice system It takes an optional argument of what scripting language supported by Microsoft Active Scripting to use ACTIVESCRIPT ACTIVESCRIPT VBScript ACTIVESCRIPT JavaScrip
188. en WinDraft runs it will replace the WinDraft variable so that the value of the WinDraft variable is used by Word in recalculating Word fields For example SET Agent lHeShe HeShe Agent 1 This will allow you to insert the field Agent HeShe anywhere in the document and have it insert the WinDraft variable We do this frequently with the grantor and grantor s spouse variables and with the first level fiduciaries such as agent in DPOA s Durable Power You can read about that elsewhere e g Insert Field in Word then click Help This will get you started 26 of Attorney but not with variables that are only used one or two times in a document Using the Fiduciary Variables in Context a Without FOR Loops Simply insert them in a sentence wherever they go Such as I appoint Trustee 1 Names to serve as co Trustees b With FOR Loops The sequences of levels represented by the number in parentheses allow them to be used in a FOR loop See WinDraft author s manual for how FOR loops work An Example that shows the syntax is as follows I appoint the following Trustees who shall serve in the order listed below the next line will insert a line for each trustee FOR I 1 TO Trustee Levels INCLUDE TrusteeName doc In this example TrusteeName doc includes one line like this TrusteeName doc Trustee 1 Name Combining Two Approaches Here s an ex
189. er to work with these features 87 t4 Body Styles For example clicking on the show field shading 85 button will turn on and off the shading of Word fields that change terminology in a document he she trust will etc and the table of contents button will automatically insert a table of contents at the end of the document The numbers on the toolbar automatically indent text in an outline format See the WinDraft User Guide for more information Select View WinDraft Options from the WinDraft Checklist program and change the appropriate checkbox to load or unload the toolbar WinDraft Quick Start Instructions Page 7 Addendum 1 Installing WinDraft Insert the WinDraft diskette in drive a Exit from WinWord From Windows Program Manager or File Manager select File Run A SETUP and click on OK For a standard single user setup we suggest going with the default That is put WinDraft on CAWINDRAFT directory For network setups make sure you are logged in with a supervisor s ID and read Appendix 2 Network Setup Notes and Appendix 3 WinDraft INI Settings For further information about the WinDraft Setup program see Appendix 2 Installing WinDraft 2 Performance Issues An optimized computer operates 20 times faster than a slow non optimized one Processor speed video speed video drivers settings in WinWord6 ini and other factors can each double the speed of WinDraft See Appendix 1 O
190. erica Fielience Aaa H Note Ies B rend eset ite Whats the mangi ft avs a PI Interest Based idee Monihiy Papmant Provans Mn Cmn Shoulda hene an Boor E I Mortgage 1531 n2 rab in 3 1 Mortgage Tems 3 Guarantee esues I Shoud the note include an interest rate ceiling xl Page Du ERES 3 Exploring the Outline Complex practice systems such as estate planning can have checklists that exceed 20 pages It is cumbersome to navigate through all of this information with paper checklists and other conventional approaches It is easy to get lost To alleviate this problem we organized the data entry screens in outlines As shown the outline appears on the left side of the screen while the legal questions and client information appear on the right When the Data Entry checklist loads the outline is in its expanded form meaning that all folders and subfolders are shown By clicking on the minus sign next to a folder or by selecting Collapse from the Outline menu you can hide all the subfolders of a folder Conversely by clicking on the plus sign or choosing Expand AII Children from the Outline menu WinDraft will open up all of the folders and subfolders within the currently selected folder Thus if this 1s clicked on when you are at the first folder the enti
191. ers by looking at all the digits up to the first non numeric character and perform the appropriate operation on them For example SUBTRACT 3 1 will give 2 2 INC Counter 2 DEC Counter INC Counter short for increment is equivalent to ADD Counter 1 DEC Counter short for decrement is equivalent to SUBTRA CT Counter 1 They are both often useful when working with FOR loops Operators Author s Guide Model Documents 20 The following operators can be used in logical expressions within IF clauses NOT AND OR These are the logical connectives to allow for compound statements and negation The order of precedence is NOT AND OR A NOT THE NOT The NOT operator allows a paragraph clause or question to be inserted or OPERATOR asked if a condition is not met An example of the use of NOT is IF NOT TrusteeType Corporation The trustee is an individual ENDIF i B AND THE The AND operator allows a paragraph clause or question to be inserted or OPERATOR JQgasked if all of several conditions are met An example of the use of AND is IF CaseType Auto Negligence AND PersonalInjuries Y PIP benefits ENDIF C OR THE The OR operator is to allow a paragraph clause or question to be inserted or OPERATOR JQgasked if one of several conditions is met An example of the use of OR is IF EntityType Corporation O
192. es and output information It does so based on a template file called General ept or another template file that has the file extension EPT The files are stored on a directory set in WinDraft ini which by convention 1s the practice system Template directory The content and format of a General EPT file looks like this lt xml version 1 0 gt lt ep gt lt grantor display Hushand output Husb id 11 gt lt document output FDPOA display Financial Durable Power of Attorney gt lt 1 output Agent display Agents gt lt document gt lt document output HDPOA display Health Care Durable Power of Attorney gt lt role output Agent display Agents gt lt document gt document output LivWill display Living Will lt 1 output Agent display Agents gt lt document gt lt document output Will display Will gt role output PR display Personal Representatives gt lt role output Guardian display Guardians gt lt document gt lt document output RT display Revocable Trust gt lt role output Trustee display Initial Trustees gt role output DisabTrustee display Disability Trustees gt role output DeathTrustee display Death Trustees gt lt document gt lt document output IT display Irrevocable Trust gt lt role output Trustee display Trustees gt lt document gt lt document output Family display Family gt
193. es simple program ming commands in documents 2 Normal word processing docu ments are used for all model documents The WinDraft Language WinDraft s simplicity extends to its programming commands In prac tice model documents are in a con stant state of flux changing as the law and needs of lawyers change Also a model document must be eas ily modifiable and auditable by lawyers who are not programmers Based on research by pioneer James Sprowl WinDraft embeds legal rules and programming within brackets stated in terminolo gy that looks to a lawyer like legalese The system is destruc tive in that it scans a model docu ment and deletes irrelevant text rather than building text out of a database of paragraphs Systems composed of fragments or para graphs are extremely difficult for a lawyer to audit Eidelman adopted this approach by employing a stripped down pro gramming language to embed legal rules in word processing documents The basic logical command used 15 the IF ELSE ENDIF structure pointed out in the WinDraft man ual this is computer programming but It is what you learn in the first week of Programming 101 Even though I had no program ming background I found that it was easy to work with IF state ments although this is not surpris ing since lawyers work with IF THEN rules every day WinDraft also includes about 15 other commands you can use t
194. ext common to both long form will and revocable trust 1 MtrNoGST Doc Administration of Marital Trust article when MDGST is gt QDOT Doc QDOT provisions inserted 1f MaritalTrustType is 2 MtrGST Doc Contains text for these articles Exempt Marital Trust A and optionally Non Exempt Marital Trust B Applicable when MDGST is gt QDOT Doc QDOT provisions inserted 1f MaritalTrustType is 3 SPOABens Doc Completes the phrase Notwithstanding the preceding provisions of this paragraph any powers of appointment granted to my spouse hereunder may be exercised only for the benefit of when POAUsSeSpecificLang f ComPOW Doc Contains text common to both pour over will and revocable trust B REVOCABLE TRUST 1 RT Husb Doc or RT_Wife Doc Top document that calls inserts text and or programming from the following WinDraft Model Document Author s Guide Technical Appendix 35 2 GRGender Doc Sets values for variables such as HusbandWife 3 Trust Doc Contains opening and closing text that is unique to wills a WillorTrust Doc Sets variables such as TrusteePr b TRNames Doc Sets variables such as Trustee Name C IRREVOCABLE TRUST 1 IRTrust Doc Top document for irrevocable trust a Common Doc Contains text common to both long form will and revocable irrevocable trust WDAppndx 4 doc 10 19 00 WinDraft Model Docu
195. f log files If you want to hard code the user s ID the format is UserID USERNAME If you want to have WinDraft pull the user s name from a DOS environment variable use the format above and put the name of the environment variable in the parentheses For example if your network is set up so that you use NUSERID as your environment variable then this line would say UserID ENV NUSERID If you are using DOCS Open and would like to have WinDraft pull the user s name from here the ini line should read UserID DOCS This feature requires DOCS Open version 2 0c or later 9 LogFile H WINDRAFT LOG If this setting is present WinDraft opens this file and logs the start and finish of document assembly as well as extra information specified in each document into the given file using the WinDraft SYSLOG WinDraft Model Document Author s Guide Technical Appendix 12 command This file should be on a local drive or if WinDraft is being used on a network it can be put on the user s home directory WinDraft needs exclusive access to write this file In order to permit a network to be set up with each user having his or her own log file on the same directory the setting should be in the form LogFile I Windraft Logfiles where the path is the directory path where the log files are to be stored and the indicates that WinDraft will use the UserID name for the log file Thus if the user s login is JONES
196. following assumptions You will have to make whatever adjustments are appropriate for your situation Local Drive C Some use D Shared Network Drive F Yours could be anything Windows installed on WINDOWS Microsoft Word installed on MSOFFICEWINWORD 2 Typical Network Setups The most common setup our new clients already have up and running is Microsoft Word and Microsoft Windows running locally on the C drive with data and firm wide applications running on the LAN Some have Word running from the LAN with Windows loaded locally and some have everything running from the LAN server With any of these setups we recommend installing WinDraft to your LAN server That is when running the setup program A SETUP at the prompt type F WINDRAFT for the WinDraft installation directory of the WinDraft files except those noted below will then be set up for shared network use SETUP also installs a few user specific files or Windows system files that must be individually set up for each WinDraft user SETUP will automatically set these up for the PC on which SETUP was run so the manual steps should be done for each other user 3 Completing the Network Installation SETUP installs the following files to the following locations TYPICAL LOCATION EXPLANATION FOR NON STANDARD INSTALLATIONS WinDraft ini C windows Each user has his or her own Windraft ini file located on the directory from which Windows is load
197. for that purpose C Manual Steps for Special Situations simply clicking the mouse on will work fine for a typical setup on a stand alone system However you may need to make some manual changes in special situations Feel free to call Eidelman Associates at 313 769 1500 for help WinDraft is an open system that can be configured in a wide variety of ways Some special situations include e Network setups See next section for instructions on completion of network setup for each user or workstation The model documents the WinDraft engine and various templates can be called from a network drive or your local hard disk This 1s true whether you are running Windows or WinWord from the network or locally As long as the WinDraft Model Document Author s Guide Technical Appendix 5 WinDraft ini file points to valid directories and the files are copied there you can locate any of the files anywhere you want e Alternate way to load WinDraft By default the WinDraft global template files will be installed in the WinDraft directory to be loaded and unloaded by pressing Control Alt W If you wish you can copy WinDraft DOT and WinDraft WLL to the Winword startup directory so they will automatically load every time you run Word To do this 1 Copy WinDraft DOT and WinDraft WLL to the WinWord startup directory from WinDraft 2 Edit WinDraft ini so that ProgDir C Winword startup or similar directory for your syst
198. ften Also take care to put the question that hides a page on a page other than the one that is hidden That is don t put the there guarantors question on the Guaranty Information page SET The SET command is used similarly in both checklist template programming and Model Document programming The SET command can be a powerful tool for assigning values to variables based on a user s preceding answers to questions For instance with the SET command you can assign a value based on a user response to a variable The SET command can be located anywhere in the checklist template There are some significant limitations however Only one SET command can be active per variable You have multiple SET commands in IF blocks as long as only one will be used at one time If you use SET you cannot prompt the user for that variable It will be answered but will be grayed out If the SET is in an IF block and becomes inactive however the variable will revert to WinDraft Checklist Author s Guide 69 3 NOT modifier 4 AND modifier 5 OR Modifier it s previous value and become ungrayed NOT The NOT modifier can be used with an IF statement to test whether something is not true IF NOT LenderEntityType Individual TEXT StateOf Incorporation Where was the entity organized ENDIF In the above example if the user responded that the Lender was not an individual then Win
199. g paragraph mark 9 3 Click on the arrow in the Styles box on the Word toolbar 4 Move through the list of styles until the one you want 1s highlighted 5 Click again to apply that style to the new text Pasting Text from another Document This 1s the most common editing situation in which you must be aware of styles When you cut and paste text from another document the style of the previous document will come with it if you included the ending paragraph mark If not it will take on the style of the paragraph into which you paste it To be sure that the pasted text 1s formatted with the correct style select it and apply the style as described above for inserting new text Be sure to select the ending paragraph mark Word includes nine heading styles and nine body styles Body styles apply to the paragraphs following a heading until another heading style is applied EP Expert uses Heading Heading4 and Bodyl Body4 4 4 Field Codes EP Expert uses Word field codes to change certain terminology in a document e g husband wife he she trust will If you insert text into a document by either typing it in or cutting and pasting or delete text you must be aware of fields that may be included in that text 4 2 EP Expert User Guide Eidelman Associates 1999 Word Formats and Styles e Click on the show field shading 55 button to turn on and off the shading of Word fields to make them easily identifiable e Press
200. ging documents Like INCLUDE it calls in another subdocument It should be used in sections of the document which are all logic i e WinDraft programming commands with no text RULES differs from INCLUDE in the following respects The subfile called by RULES is ASCII text instead of a Word document The subfile contains only WinDraft commands one to a line The commands cannot be split across lines The commands in a RULES subfile are processed about 10 times faster Brackets around commands are optional in the RULES subfile The subfile called by RULES may not itself call another file 1 e may not contain a RULES or INCLUDE command Author s Guide Model Documents 21 Example RULES GENDER RUL X Other Commands The following summarizes some of the additional commands not fully described in the preceding sections A GETDATA B DOCTITLE GETDATA 2 GETDATA GETDATA filename Almost every model document needs to access client information from the WDData data entry module This command that accomplishes this 15 GETDATA which imports data from the most recent data entry file into Word The GETDATA command would normally be invoked at the beginning of the top level Model Document It need not appear more than once nor does it need to appear in subdocuments GETDATA can also be used with a filename for example GETDATA LenderData txt This allows a model document to acce
201. go into the EPPeople mdb file with Access and take a look Is the client code field right Note that the client number in the client database and the EPPeople XML data must match Generally this must also match the Client number in the checklist Please don t change client numbers unless you are sure you know what you are doing or you may get unpredictable results The Roles Tree If you dragged and dropped the people into the roles tree are they still there Don t forget that if you add them to the roles tree you still have to Save within the WinDraft checklist in order for the role data to be saved 40 Blast off Temp Text Files When you blast off EPPeople will output a number of text files to your Windows TEMP directory If you don t know how to find your temp dir search for one of the files They have file names like husb txt husb rt txt etc See Troubleshooting Temp Blastoff Text Files on Temp Directory below Open these files and see if the data is in there If the data is in the roles tree and if EPPeople is operating correctly then blast off should output the data to these files Variables Merged into the Documents If the data is in the temporary blastoff files but not coming into the documents then there may be a problem with the GETDATA commands in the model documents GETDATA commands to pull in the right data are in the model documents generally organized like this Variables for which the DOT files be
202. h set variables for use in your language Alternately you could use the Fields in Word to handle this See the Babysitting sample system for an example of this b Identify Optional Text There are probably several places in your Model Documents in which the practice system user might want one of two or more blocks of text in a specific place in his or her document Follow the instructions in the WinDraft Author s Guide to mark off these blocks of text with appropriate IF ENDIF statements Author s Guide Overview of Automating Your Own Forms 83 Add appropriate questions to your checklist template to allow the user to decide which block of text he or she would like incorporated into the merged document 3 Test Your Work Create some sample data using the WinDraft Checklist Interface and test the documents that you have created D Prepare for Use 1 Test The Output Work with your system for a while and try creating some documents with it If you find any errors legal or otherwise fix them This may take some time as WinDraft has the power to automate even very complicated documents 2 Document Your System Put together a three ring binder or other form of documentation Put copies of the data entry checklists Model Documents and sample completed documents in the binder Distribute several copies and encourage anyone who works with the system to make notes and date them on the hard copies Save these hard copies
203. h the name WinDraft Sysname where Sysname is your practice system s name WHAT WinDraft reads a Model Document and creates a new Word document WINDRAFT _ from the model by DOES WITH A MODEL 2 Leaving plain text and formatting codes exactly as they are in the model DOCUMENT thereby supporting all of the word processor s functions and abilities Acting on special text in brackets by 1 filling in Variables from the data entry screen these are the answers you supplied in the checklist and 2 acting on WinDraft CoMMANDS After WinDraft has completed its magic a customized client document is created The final WinDraft created document can be treated exactly like any other Word document 1 e edited printed saved etc Author s Guide Model Documents 4 V Basic Command Structure This section includes some important basic formatting information Greater detail about commands and formatting will be provided later in this manual SS AND MIN BRACES SPACES TABS AND RETURNS WITHIN BRACES ARE IGNORED All WinDraft Model Document commands and variables must be completely enclosed by a set of brackets WinDraft operates by scanning the Microsoft Word Model Document for variables and commands those located within brackets to know which text to act on IF RequireAmendmentToBelnWriting Y Any future amendment or modification to this Agreement must be made in writing and signed by all parties EN
204. hat activate automatic File New File Open and File Save functions so that the user does not need to worry about what the EPPeople file 15 named where it 1s saved etc The EPPeople data 1s saved right within the WinDraft WDD file when it is saved using Save As so that neither the user nor any document management system need to worry about managing them Import Export Role Data In normal operation FilelNew FilelOpen FilelSave etc are handled in the WinDraft checklist and they will automatically create save and close the S EPPeople Roles data files saving the data within the WinDraft checklist If you need to import and expert the people information from the WDD file there are now buttons on the checklist for that Chent Number Hamptori Mather Number 0001 Use EPPeople ta edit the cast of characters in the database and b assign roles drag and drop people to document roles Last of Characters Assign Holes UTILITY buttons to work with a set of rales for this checklist set of People Export Roles Import Roles EPPeople as a stand alone Program You can also run EPPeople like any other program That is it can be launched from the StartIPrograms menu or from Windows Explorer It has its own File Open File Save Save As functions and to output data to WinDraft it has its own FilelBlastoff function To use it in this way separately launch EPPeople work with it as a separat
205. hat questions are asked in WDData Each practice system normally has its own checklist template an ASCII file with the extension WDT The author normally works with the checklist template as a Word document with the name SysName DOC then clicks the button to automatically Save As a text file with the WDT extension 8 ChecklistHelp C WinDraft SysName Template SysName nfo Determines the help screens that WDData uses to display Help More Information on this system This may included information itself or point to information on the world wide web 9 ChecklistHelpURL http www lawtech com ephelp A base URL for displaying Help More Information Combines with information from the NFO file to bring up context sensitive help from the web for the practice system 10 ChecklistHelpURLFormat b p html l A default format string to determine the URL accessed by Help More Information It is expanded as follows B becomes the base URL set in CheckListhelpURL P becomes the name of the current page L becomes the name of the current line WinDraft Model Document Author s Guide Technical Appendix 18 11 12 13 14 15 DOCSQBE TYPE IDz SysNameData This setting is provided for backwards compatibility it does not work under ODMA and 1s no longer supported by Eidelman Associates If present supplies Query By Example search criteria for DOCS Open to bring up a list of WDData documents in the
206. he Word fields and wrote a macro in which the fields would be updated in second and subsequent drafts with the new amounts Bill Lawrence a real estate attorney at Holland amp Hart came up with a clever way to handle leases that are negotiated after the other side reviews his WinDraft created first draft Not only does he use Word fields for fill in variables that change but he handles commonly negotiated items like this He uses WinDraft to blast off two documents sort of like the old WordPerfect primary and secondary merge documents The first has the static information in it The second is merged from WinDraft into Word fields and the first document pulls in the Word fields from the second He knows ahead of time which typical 9 landlord oriented options will need to be backed down into neutral or even tenant oriented options so he can later change those options this way V Cosmetics Visual Display after Blast off Users enjoy watching the document merge on the screen and there are several things you can do to improve that experience 1 PROGRESS It is very important especially when merging long documents to give the users a cue as to how long the process will take WinDraft has a status screen that includes a Progress bar and status message Debts and Transfer T axes The status bar moves across the screen as the number contained in a progress command increases from 1 to 100 reflecting the percent completed W
207. he heading CHOICE variable Prompt option 1 Text for Option 1 Between the PAGE and END PAGE commands are the data entry option 2 Text for Option 2 prompts END CHOICE END PAGE See WinDraft Data Entry Screen Author s Quick Reference for examples WinDraft Checklist Author s Guide 54 PAGE Default LABEL Text you want on a default page END PAGE PAGE Title LABEL Text you want on title page END PAGE WinDraft Checklist Author s Guide 2 ze d Each checklist template should have a page named default that will be displayed on the right side of the screen for any heading that doesn t have a matching page When the checklist template 1s first loaded the title page will display on the right side of the screen It will display the name of the system the copyright and any other special information you want 39 CREATING THE INDIVIDUAL PAGES Each HEADING entry has a corresponding PAGE entry A Page icon will contain the questions that are asked of the user during data entry Key Points of Page Construction It is not required but we like to format the lines with PAGE commands on them with Word s outline heading styles This makes them easier to read and to work with See the Word user manual for more information on working with outline headings 1 Each data entry screen must begin with a command like this PAGE PageName where the page name matches the name in the heading command 2
208. he user with a list of available variables from the current practice system from which he she can choose to immediately insert into the current document A list box in the Insert Varible form is filled with variables from a file called VarList txt stored in Author s Guide Model Documents 34 the root directory of the current practice system Varlist txt is automatically updated at the end of each assembled document with all variables available to that document To insert one of the variables simply double click on the variable in the list box or click Ok Windraft ABALoan VarList txt winD raft ClientNo MatterNo DatabaseClientName MatterMo l AttorneyLogin DatabaseLlientN ame NumberOfMakers AttomeyLogin LenderStreetAddress NumberDiM akers LenderStreetAddress LenderCityStateZip LenderCityStateZip LoanType LoanT ype LoanIsRenewable LoanlsRenewable LoanAgreement Loan amp greement NameOfLoanA greement NameO fLoandgreement SigningCity Signinglity SigningState Signings tate LoanIsPayableOnDeman LoanlsPayableO nD emand d LoanDueD ate LPoauDusDate Laan amp greementLlauses Compensating alanceB ased n I aximumlnvestmentlnF sedisse I aximium amp nnualRentFar amp ny ne asimume amp mauntT otal ease T Add Variable Edit List When you press Add Variable you are presented with a small dialog box into which you can enter the name of the variable or text string you wish to make available in the
209. his is because the help file is an HTML file with links to various websites If you are not logged onto the Web and the help you request includes one of these links you will get an error message 3 14 EP Expert User Guide Eidelman Associates 1999 Word Formats and Styles 4 Word Formats and Styles Every Word document is attached to DOT file a template consisting of styles that control the formatting of the document EP Expert uses this concept of styles and templates to assure consistent and correct formatting of all client documents This formatting occurs automatically as you enter client data and blast off to create client documents The only time you need to be aware of how styles apply within EP Expert is when you edit a client document This section describes the special format functions e g specific styles and unique toolbars that are part of EP Expert and explains how they affect some of the most common editing situations Ld For more information on styles and how to use them see your Microsoft Word documentation 4 1 EP Expert Edit Tools Toolbar EP Expert makes extensive use of Microsoft Word features such as bookmarks field codes automatic paragraph numbering table of contents cross referencing outline headings and text formatting of these functions are available through the standard Word dropdown menus the special toolbar simply provides shortcut buttons 4 If the special Edit Tools toolbar is
210. hor s Guide Overview of Automating Your Own Forms 82 1 Identify Variables a Identify WinDraft variables Read through your Model Documents and identify the places where you have text which can change from one output document to the next Examples of this are names amounts and so forth Replace these with bracketed WinDraft variables as documented in the WinDraft Author s Guide b Add Questions for these variables Add questions to the checklist template so that the users of your WinDraft practice system can enter the data for the cases they are working on Most variables of this type will probably be fill in the blank TEXT type variables Each variable in a Model Document should have a matching variable in the data entry template However if you have any variables for which the user will want one or more of several choices don t hesitate to use a CHOICE or CODE question For more information refer to the CheckList Author s Guide and the Babysitting and Loan Agreement demonstration forms provided in the manual As you work remember that you must save the changes in the checklist template by using the button before they will take effect 2 Add Logic a Gender Logic If you have any places where several places in the output document depend on one factor such as the relationship between gender and pronouns then add one CHOICE or YESNO question to your checklist template and add IF statements in your Model Document whic
211. ht and which end with END PAGE with questions for the user of the system in between You are seeing that WinDraft structures the checklist template by dividing it into sections one for the outline and one for each page To support our database we will add a new section just below the OUTLINE section if it s not already there Go in and add a DEFINITIONS section as follows DEFINITIONS END DEFINITIONS It is in this section that we will describe our database to WinDraft First we need to tell WinDraft where to find our database We will use the Data Source Name DSN for short we defined before here if you re following the example it s WDPeople Add a line to the DEFINITIONS section between DEFINITIONS and END DEFINITIONS as follows DATASOURCE WDPeople DSN WDPeople This tells WinDraft that we are going to use a database which it will refer to as WDpPeople and that it can find it by looking at the DSN called WDPeople Next we need to tell WinDraft what information we are going to want from the database Below the DATASOURCE you just added add all on one line QUERY People WDPeople SELECT Key FirstName amp amp MI amp amp LastName FROM Persons ORDER BY LastName This tells WinDraft that we re making a database query which we ll henceforth call People It will access the database defined in our WDPeople datasource that we just defined and it will use the SQL query which foll
212. ialog boxes produced great results but takes a significant amount of time and must be done by a real programmer In response to this we have created the ability for the general and estate planning dialogs to read a text file for the information that 1s displayed on the screen You can edit them with Word Notepad or any other editor No ini file settings are required Both text files are placed on the practice system directory such as C windraft EPFirmName or N windraft Reloan A New Tabbed Interface for Blastoff Here is the new estate planning blastoff Setting up what documents are associates with each check box are First tab contains the standard estate set in the EPX X Documents planning documents section of the WinDraft ini file and can easily be changed Like the original one it is very convenient for selecting mirror image documents for husband and wife and Estate Planning Blastoff s inapplicable EPDocsTemplate txt documents will be grayed out x WinDraft Estate Planning You can change the text displayed Estate Planning Additional Documents on the estate planning tab by Husband wile creating a text file called Revocable Trust EPDocsTemplate txt on the uo practice system directory Irrevocable Trust Health Care Proxy 7 DPA Here 15 a sample v Living Will Iv Iv v Iv WPOA Health Care DPOA winDraft settings Property DPOA Use Alternate Fo
213. iate command was used within a PAGE section Although the command may be valid in other parts of the checklist template it is not supported within a PAGE section For example a HEADING command is valid in the OUTLINE section of a checklist template but not in a PAGE section G Unexpected End of Checklist Template File The author failed to supply a matching END statement to PAGE or OUTLINE section such sections must be ended with the appropriate END PAGE END OUTLINE END command H Invalid heading level for outline All heading levels need to be between zero and nine Re define your outline so that it 15 not nested nine levels deep You can use as many folders and pages as you need they just cannot be nested this deep Even in programming very sophisticated will and trust drafting systems this limit was never reached It is probably just a typographical error l Unrecognized outline command An inappropriate command was used within an OUTLINE section Although the command may be valid in other parts of the checklist template 1t is not supported within WinDraft Checklist Author s Guide 75 the OUTLINE section For example a LABEL command is valid in a PAGE section but not in the OUTLINE section J Checklist template line too long Checklist template lines used to program the data entry screen must be less than 1000 characters They should also be much shorter than this as a matter of good programming E
214. ick on the Programming Styles toolbar and select a Programming Style menu item The brackets and the text within them will automatically be formatted to this Programming Style If your document didn t contain a style by that name one will be added To change this style to meet your preferences choose Format Style then choose programming from the list of styles on the left click modify then on the new screen choose format font and make the changes to match the results you desire for instance select the Courier font There are also styles designed to be applied to IF statements IF styles 1 2 3 and 4 are by default applied to an entire line of code The IF and ENDIF menu items apply the style to the IF under the cursor and search for the next ENDIF to apply the style to automatically The Blast Off Test Button Blast Off Test Clicking on this icon pulls up the Blast Off dialog box with which you can choose the documents you want to merge Performing this operation 1s the Author s Guide Model Documents 33 same as selecting Blast Off from the data entry screen but saves you the trouble of having to load or switch to WDDATA the data entry screen Blast Off Test re uses the most recent set of checklist data It is useful for testing and troubleshooting since it allows you to modify and test your model document programming repeatedly without having to switch back and forth between your model document and
215. id R Hampton E he 29 si James Hampton omg Agent 3 Guardians p fi s CE Health Care Durable Power of Attorney Living Wil wil E Personal Representatives mcs PR t1 x f Elinor 5 Hampton ao PR 2 E Ree fi David R Hampton Bi a PR 3 fi william 5 Hampton 0 PR 4 id Guardians Er Revocable Must RIA Trustees U Irrevocable Trust eu LastHarne FirstMame Fulldame Middle First Trust cn First Trust Ca Hampton Jack Jack Hampton co Elinor Elinor S Ha fr Hampton David David R 437 Hampton James James A Ha 46 Hampton william William S S n 45 Hampton Andrew Andrew S n 44 Hampton Brian Brian fi 43 Hampton Lissa Lissa md iH RecordID 49 A LastName Hampton FirstName Elinor Fullame Elinor 5 Hampton Middle RelToHusb wife RelToWife self Gender F Hamnton FP 2 4 Copying Branches of the Tree a Copy any Node to any Like Node The copy function is extremely flexible You can copy any node to any node that has the same type of information Example Husband Husband s Will Husband s FDPOA 2 Wife Wife s Will Husband s HDPOA people in all roles for all documents people and all roles for the will only people and all roles for the DPOA Husband s Wife s W
216. ide 78 Vill Conclusion WinDraft is a very powerful document drafting engine After a few hours all of its terms can be understood and the process of programming Model Documents and checklist templates can be started Begin with simple documents then progress to the complex The underlying concept behind WinDraft 1s that it takes legal ability to successfully utilize the program not computer skills To facilitate the learning of WinDraft and to see concrete examples of a Model Document samples have been included Although these examples are simple they contain nearly all of the WinDraft programming terms When designing new systems consult them and follow their format If you do you should not encounter any problem that cannot be quickly fixed after consultng the troubleshooting part of the Model Document Programming Guide WinDraft Checklist Author s Guide 79 l Overview of Automating Your Forms A Background Required Before you attempt to create your own systems you should l Know how to use Windows and Microsoft Word 2 Have WinDratt installed on your computer have merged some documents and have at least briefly reviewed the Quick Start Tab 1 and WinDraft User s Guide Tab 2 Browse through the Author s Guide Tab 3 and sample Model Documents and data entry templates provided with the standard WinDraft package and any additional practice systems you have purchased B Steps to Create Your Own WinD
217. ile section that the names of the main documents are stored in For use in custom blastoff dialog boxes Optional setting to change appearance of WDData The first system in the list of available practice systems The tenth system in the list of available practice systems The WDData script to use for systems created in the System Wizard The WinDraft model document to use for systems created in the System Wizard 23 WinDraft Model Document Author s Guide Technical Appendix 24 V Appendix Integration with DOCS OPEN Document Management A Introduction Just as DOCS OPEN is open so is WinDraft It is possible to set up integration so that WinDraft integrates with DOCS Open in ways that can be tailored by your firm There are three kinds of integration 1 Basic Compatibility To start with WinDraft 1s compatible with DOCS OPEN This means that even when you turn off other integration features DOCS OPEN doesn t get in the way of WinDraft and WinDraft doesn t get in the way of DOCS OPEN Each performs normally just as you would expect 2 Saving and Opening Data Files Without DOCS OPEN integration the WinDraft data entry module WDData displays normal DOS directories and standard Windows File Open and File Save dialogues WDData also supports any ODMA compliant document management system With DOCS OPEN integration of the data entry module activated WD Data replaces the normal File Open and Fil
218. iles NI files and any other components of your sys tem Tuck an extra floppy disk with all of the system files in the binder and keep an extra copy of both off site in case of tire or other risk e 22 a Good User Manual with Screen Shots Make this the job of a secretary or paralegal except for editing any lawyer to lawyer instruc tions or documentation Also as there are changes in the law put references to the law or copies of cases or statutes in the back of the binder J 2 Keep Your Binder and ual Current Tips 21 and 22 won t make any difference it you don t keep che information up to date e Use the Online Help Fea tures It a CLE course outline or article contains practical advice on selecting clauses if a partner wants to cive instructions to associates this is a great wav to make the advice available the right people at the right time Although some rear that document automation systems rob young associates of the learning experience of creating complex documents from whole cloth a well organized checklist with online advice about the issues can be an outstanding educational tool Maintaining the System 5 2 Keep the System Up To Date Each part of the svstem should have internal programming notes at the beginning describing the content date and author ot the latest changes The three ring binder containing printouts LAW OFFICE COMPUTING June July 1996
219. ill people for the FDPOA Agents Personal Reps selected roles NOTE You cannot currently copy all DPOA people to all Will because the Will doesn t have agents and the DPOA doesn t have Personal Representatives That stated you can do just about anything else Copy and paste work just like other Windows application You can execute them from either the Edit menu or by clicking the right mouse button on the node you want to copy from and paste to like this Right Mouse Click Eg em Bf Personal Representatives eg 9 David Hamp Paste Ctrl Delete e PR 55 William 5 Ham Add ft Guardians w Swap Husb Wwife while copying NOTE If you make a mistake simply delete the new information you copied b Mirror Image Copying Just as EP Expert offers an elegant way to handle mirror image documents for husband and wife EPPeople offers an elegant way to handle mirror image fiduciaries when it copies When you copy from Husband s roles to Wife s roles the system will automatically swap the Husband and Wife roles pronouns and the order in which they are mentioned in the documents All you have to do 1s check the swap option az EPPeople Estate Plan Roles File Edit View Options Help Ctrl C v Swap Husb wfe while copying Mirror image copy examples 13 Copy From Husband Pasted to Wife f Jack R Hampton Elinor 8 Hampton m Financial Durable Power of
220. inDraft 1 Field Variables Microsoft Word Field Variables are used to dynamically change gender related terms his her husband wife set subject verb agreement apply appropriate document type terms trustee personal representative etc You can use two special format display buttons to view these fields in different ways a View Field Codes WinDraft User s Guide 23 L The View Field Codes button will switch fields back and forth toggle between a display that shows the calculated value of the field such as husband and a display of the Word field codes themselves such as REF HusbandWife This feature greatly increases the readability of the model documents for the reviewing lawyer With this option the text will read easily and will be easy to rewrite and modity b Toggle Field Shading L The Toggle Shading button will turn on and off the display of shading on the screen that highlights fields and makes them easy to pick out from ordinary text This can be used whether or not fields or values of fields are displayed To further explain the document can be viewed three different ways during editing depending on the needs of the author reader 1 to my wife to be hers as in a client document 2 to my wife to be hers as in a client document but shaded 3 to my ref HusbandWife to be ref SpouseHisHers absolutely By turning the View Field Codes Off as in Options 1 and 2 the a
221. ing layout 2 Variable Items in brackets mixed cases and italics are variable names 2 COMMAND Items in brackets all capitals bold and italics are commands Comment Items in brackets and italics preceded by a semicolon are comments Variables are those names from the checklist or Model Document which represent document text that varies or may vary each time you generate a document In a WinDraft model document a variable represents a merge field where variable information such as a name loan amount or contingent legal provision is processed when the Document is merged Author s Guide Model Documents 3 IV Concepts and Terminology WHAT IS A A Model Document can be thought of as an electronic legal form In MODEL WinDraft a Model Document is a Word document which contains DOCUMENT The plain text of the legal document you will be generating and any Microsoft Word features you want to include such as formatting automatic paragraph numbering and Special variables and commands All WinDraft variables and commands in a Model Document must be embedded in brackets Variable or COMMAND As mentioned variables can represent text that changes with the document or variables can be set up to control the insertion of legal clauses based on the user s entries at the data entry screen Your Model Documents should be stored on the same directory of your hard disk or network server usually in a directory wit
222. ing merged eg document 1s the home FDPOAHUusb dot RT Wife dot etc document Variables for all documents subdocs EPStart Doc Variables for all of man s subdocs GRGender doc or documents or all of woman s EPStart doc documents 41 Setup Procedures on Windows 95 and NT EPPeople Setup Notes Loading Windows Components that EPPeople Uses Most files and setup notes are on http eahome lawtech com 85 clifiles eppeople2 JAE 11 12 2001 A Table of components you need to load for each Windows environment As you can see if you have Windows XP you don t have to load anything except our setup file If you have Windows 95 you need to load everything Win 95 Win98 WinNT Win2000 Win XP ME Ships with Ships with DCOM ____ ee a MSI Microsoft Win Installer MDAC 2 5 or higher Note Even if you already have MDAC 2 5 and XML 3 0 it s a good idea to update to the latest versions if you don t have them See below B Steps to set up EPPeople in a Windows 95 and NT environment will be With Windows 95 or NT loading all of these may require rebooting the computer 3 or 4 times or so Also note o Ifthe EPPeople setup tells you that you have a more recent component and that you should probably keep it go ahead and click Yes to keep the newer version on your system o If EPPeople setup tells you it needs to update your Windows and reboot remember that after you do that you ne
223. ing paragraph for each lawyer in the firm stored under the lawyer s initials JAE SUB ABC SUB etc a command can calculate the file name using the SET command then INCLUDE using the variable name Examples of how to calculate a variable name using the are provided under the Operators section in this manual on page 31 INCLUDE command can also break down long documents into modules This 15 particularly helpful when you have large amounts of text embedded between IF ENDIF commands For example if when you have two classes of stock you use several pages of paragraphs stating limitations on voting preferences it is much easier to understand the master Model Document if you put the long special provisions in and hide complex programming in a separate document The document can be called 2CLASSES DOC and use the INCLUDE command IF NumberOfClasses 1 There shall be one class of common stock of par value ParValue with no preferences or limitations ELSE INCLUDE 2classes doc ENDIF This makes it much easier for the document programmer to follow the flow of the document and the nesting of IF statements Your goal 1s to have a Model Document which looks like a legal document not a computer program One way to do this 1s to hide complex programming in a separate document that can be included The separate document can be called via a subroutine A second benefit 1s that the subroutine can b
224. ionCouple UNANSWERED Agent 1 Person 2 Suffix UNANSWERED Agent 1 Person 2 CityOrCounty UNANSWERED Agent 1 Person 2 County Los Angeles Agent 1 Person 2 Country UNANSWERED Agent 1 Person 2 GovernmentID UNANSWERED Agent 1 Person 2 Citizen UNANSWERED Agent 1 Person 2 CompetencyCode UNANSWERED Agent 1 Person 2 AgentName UNANSWERED Agent 1 Person 2 LivingArrangements UNANSWERED Agent 1 Person 2 ClientOfFirm UNANSWERED Agent 1 Person 2 PersonNotes UNANSWERED Agent 1 Person 2 Name ROBERT JOHNSON Agent 1 Person 2 Index 1 Agent 1 Person 2 1 Agent 1 Person 2 Relationship friend Agent 1 Index 3 Agent 1 3 Agent 1 TypeCode SO Agent 2 Count 1 Agent 2 Names JEFFREY M SMITH Agent 2 Name JEFFREY M SMITH Agent 2 Person 1 RecordID 173 Agent 2 Person 1 LastName Smith Agent 2 Person 1 FirstName Jeffrey Agent 2 Person 1 FullName Jeffrey M Smith Agent 2 Person 1 Middle M Agent 2 Person 1 RelToHusb UNANSWERED Agent 2 Person 1 RelToWife UNANSWERED Agent 2 Person 1 Gender M Agent 2 Person 1 ClientMatter UNANSWERED Agent 2 Person 1 ClientID 2 Common Agent 2 Person 1 MatterID EP Agent 2 Person 1 DOBMMDDY Y YY UNANSWERED Agent 2 Person 1 DateOfBirth Z UNANSWERED Agent 2 Person 1 DateOfDeath UNANSWERED Agent 2 Person 1 Street 2 4510 E Thousand Oaks Boulevard Agent 2 Person 1 Street2 Suite 200 Agent 2 Person 1 City 2 Westl
225. is is an appropriate WinDraft command but it is being used out of context For example a LABEL command can WinDraft Checklist Author s Guide 74 only be used inside a PAGE section of the checklist template To avoid repetitious message boxes WinDraft only displays the first error of this type when starting up D IF without ENDIF found in checklist template WinDraft made it to the end of a checklist template PAGE without finding an appropriate ENDIF to match an IF statement within that page The line number that WinDraft provides as a reference mark for the error gives you the line number at the end of the page rather than the actual line from which the ENDIF is missing No actual line number can be given because WinDraft cannot be sure where you wanted the IF statement to end E Number expected in LONGTEXT The syntax of the LONGTEXT command is LONGTEXT Number VariableName Question to be asked where Number 1s how many lines of blank text should be displayed at the data entry screen VariableName 1s the WinDraft variable to associate the control with and Question to be asked 1s the text to display above the control which asks the user for the response Number must be numeric and greater than zero Note that Number should also be small enough so that it is easy to work with For example A LONGTEXT with 12 lines may be cumbersome for the users of your checklist template F Unrecognized PAGE command An inappropr
226. ist icon on the task bar ETa and save your data file Saving the WinDraft data file will also save the role information from EPPeople in the same data file ENTER OR EDIT OTHER DATA ON THE CHECKLIST See QuickStart to Using WinDraft for more information on steps that are not related to people Save again as appropriate BLAST OFF 11 WinDraft Database Tutorial 1 Start with a database We will assume here that you are starting with a database that you or someone else created earlier A sample database used for tracking people is provided and will be used in the examples following Before you start working with your database in WinDraft you need to register your database with the system as an ODBC Data Source G to Start Settings Control Panel and double click on the ODBC Data Sources control panel This will bring up a tabbed dialog box Click on the System DSN tab and click the button You will be prompted for a driver Choose the driver supporting your database Microsoft Access SQL server or whatever you may be using A dialog similar to the following will come up The exact dialog depends on what sort of database you are using ODBC Microsoft Access Setup Data Source Mame Description winDraft People 5 ample Database Cancel Database Crews ample People mdb Select Create Repair Compact Sistem Database Help Advanced ddl
227. it 0 9 Allow entry of whatever characters are specified between the WinDraft Checklist Author s Guide 61 brackets Ranges may also be specified in ascending ASCII order using a hyphen For example 0 9 allows entry of any digit a comma or a semicolon Alternately if the first character inside the brackets is an exclamation point it will allow any character NOT specified in the brackets For example A Za z will allow entry of any non alphabetic character Modifies the previous expression to allow zero or more entries of it For example allows entry of a string of digits of any length n Modifies the previous expression to allow exactly n entries of it For example 3 requires 3 digits nj Modifies the previous expression to allow at least n entries of it For example 1 requires at least 1 digit but accepts as many digits as the user might enter n m Modifies the previous expression to allow at least n entries but at most m Other characters are treated as literals and will come straight through into the textbox Examples 3 3 4 phone number e g 734 769 1500 1 2 currency entry without commas e g 1000 00 N email address e g someone somewhere com 2 2 4 date e g 07 03 1975 Differences from the Word patterns Parentheses are not supported The symbol allows or more entries rather than one or more The character allows entry of
228. ith WDData The WinDraft Checklist program WDData supports customization on a by practice system basis through Microsoft ActiveScripting which includes VBScript JavaScript as well as more obscure scripting languages such as PerlScript and Python This allows programming custom features into WDData to meet more unusual needs Setting up a practice system to use scripting requires only one line in the checklist template file Near the top of your checklist template before the OUTLINE section add an ACTIVESCRIPT line with the name of your scripting language as an argument or no argument to use VBScript For example ACTIVESCRIPT ACTIVESCRIPT VBScript Author s Guide WordBASIC Custom Blastoff Dialogs 91 ACTIVESCRIPT JavaScript ACTIVESCRIPT PerlScript When you start WDData with this checklist template the script file is loaded from the same path an filename as the wdt file but with an extension of wds For example if your checklist template is C Program Files WinDraft Babysit Babysit wdt then an ACTIVESCRIPT line will load a VBScript file from CAProgram Files WinDraft Babysit Babysit wds Here is an example wds file If you use this then WDData will ask for confirmation before blastoff Computations could be performed before blastoff in a similar manner Sub Document BlastOff fCancel If MsgBox Are you sure you want to begin document assembly vbYesNo WinDraft Checklist 2 vbNo Then fCancel True End If End Sub To
229. ithin Command Brackets Are Lost Forever FORMATTING WinDraft will not merge any text or formatting within square brackets into the IS LOST output document Consequently if a formatted paragraph in the model WHEN AN document ends with an opening bracket the hard return for that paragraph OPEN will fall within brackets and be lost together with the formatting information in BRACKET the merged document Thus if a WinDraft command is spread over more ENDS THE than one line more precisely if 1t includes hard return s within its brackets it PARAGRAPH will produce the behavior described in Rule 2 of the previous section The paragraph that ended with the opening bracket will take on the attributes of the hard return that appears next after the closing bracket This is seen in the third line of the previous example The hard return at the end of the line is more normal text is lost and replaced by the next hard return after the closing bracket which was associated with the indent attribute D How WinDraft Handles Character Attributes When Merging WHAT WinDraft may also modify character attributes e g underline font size and HAPPENS TO J type italic etc when merging documents Specifically if the model Author s Guide Model Documents 39 UNDERLINES documents are all DOC files and the line ResetToStyles 1 1s included in AND FONT the WinDraft INI file section for the current practice system then all charac
230. its left which is checked when the control has been answered Clicking the arrow at the right of the textbox drops down a calendar Save your data Use File Save As to save the modified data file under any name you choose followed by WDD for client data We suggest using the client s last name as the filename for easy recognition of the file Ld You will have other file saving options depending upon whether or not you are working with document management software such as DOCS OPEN or Eidelman Associates Law Office 97 Print your data 1 Either click on the Print button or select File Print from the menu 2 To preview the print output on the screen select File Print Preview There are six printing options 3 6 EP Expert User Guide Eidelman Associates 1999 Creating Client Documents Entire Expanded Endre utira Callensad Current Page on Oufine Currant Paga on without Datis Normally you will print the expanded outline to see your data presented in a lawyer friendly way We recommend placing a copy of the data outline printout in the file so that a lawyer proofreading the documents can easily verify the selected options To print a blank outline for use by lawyers not on the system or for use in a client interview select the option Outline without Data BLAST OFF 1 Click on the Rocket icon to switch to Microsoft Word and access the Blast Off dialog box
231. ized setup It can take as long as 15 minutes on a 386 that isn t optimized Today s machines are much faster and usually come from the factory reasonably well optimized Nonetheless there are a number of things that can be done to enhance WinDraft performance further A Hardware Enhancements Any enhancements to hardware that make Word run faster will also make WinDraft run faster The most significant are Faster processor Video accelerator with matching drivers very important More RAM at least 32 preferably 64 MB or more Fast hard disk and hard disk controller WinDraft reads and writes files and Word creates a lot of temporary files e Fast network cards if running from a server B Using WinDraft Settings and Commands to Increase Speed WinDraft has two ways to turn the video display off while the document 15 being assembled 1 the model document can contain DISPLAY ON and DISPLAY OFF commands and 2 the user can click the Watch Assembly check box in the blast off dialog box to turn off the display of the document being assembled The user sees a status window that displays messages and status information but doesn t see the actual document being processed Turning off the display will increase performance by as much as 15 even on a machine with fast video There are two other ways you can speed things up significantly that involve programming techniques First if you have long subroutine documents th
232. kes a little getting used to it makes the docu ments auditable so that you can make sure the rules are being applied correctly Note that the key to the success of an IF THEN system lies in how well the rules are stated Use language that lawyers who are not programmers can understand For example a lawver can easily comprehend a programming statement like IF plaintift has chil dren or IF there is diversity of citizen ship but will rind cryptic or awkward ly drafted logic hard to follow 1 1 Programs Systems based on Word BASIC field programming or the WordPertect macro language are either too difficult tor the average lawver to understand or too limited in power 1 5 a shame that word processors don t have the basic document assembly fea tures ot the old WordStar Mailmerge or Dictaphone Most document assembly packages combine the power you need with ease of use for mere mortals You can get great looking macro based svs tems up and running but as the law and statt change the firm can t main tain them Also as the word processors change versions vou mav tind vourself with an obsolete program Just ask anv one who programmed a system in WordPerfect 4 2 then 2 0 then 5 1 then 6 1 Programming Techniques 12 Test As You Work As you add dara elements logic and language test your system every few minutes Debugging is a part of any project and it is much
233. le exe that doesn t really have anything to do with people and roles It makes it much easier for an author to ask separate questions for husband and wife and have the system automatically plug the right information for the husband or wife when the documents are blasted off 46 Most of the time other than people and their roles the same questions and answers are used for the husband and wife s documents There are a number of situations in which you want to ask separate questions for the husband and wife such as specific gifts In the Checklist In the Model Document Precede variable name with husb or Do not use Husb Or Wife In the variable name Example Example Husb SpecificGifts SpecificGifts Wife SpecificGifts This is handled in the Blastoff Macro called EstatePlanningBlastoffOutputHusbWifeFiles It outputs two files one for husb and one for wife that can be pulled in with a GETDATA command XIII Appendix More Authoring Examples A Will ARTICLE VII APPOINTMENT OF PERSONAL REPRESENTATIVE I appoint PR 1 Names to be my personal representative PR 2 count gt 0 if there isa 2 level PR if levels exactly 2 put it in the para If more than 2 put them in a list If PR 1 Names cannot act or 1sare PR 1 unwilling to act I appoint IF PR Levels 2 PR 2 Names ELSE in the order named the following successor personal representatives FOR
234. list template not as a DOC but as a Text Only file giving it an WDT extension Author s Guide Model Documents 44 Runtime errors while merging 1 Spacing WinDraft 1 now very flexible in its handling of spaces As long as there is at least one space character space tab or return between WinDraft keywords and arguments it will interpret the command It 15 easiest to see missing spaces if you turn on the display of spaces by clicking on the f button on the tool bar 2 Undefined Variable Referenced If you try to access a variable that is undefined you will get this message You will see it in a dialogue box during the merge and will also see UNDECLARED VariableName in the document where the variable should have been This is not a disaster for fill in the blank variables but if it is used in an IF statement this error may cause the incorrect text to be inserted into the document WinDraft will also put a line about the error in the system log file By undefined the program means that the variable in the Model Document either does not exist or differs from the variable in the checklist template You may have a typographical error so that the variable 1s defined with one spelling and referred to in the document with a different spelling Note however that differences in capitalization do not matter To fix these errors the variable name needs to be edited in the checklist template or the model document so
235. ll and required that forms be imported and exported into their work files with all sorts of extra barriers created similarly Word s merge fields and WordBASIC failed to offer a simple and usable way to do legal document assembly WinDraft s mission was to be a simple way to develop practice systems that consisted of client information in a basic checklist WinWord documents that contained variables and IF rules to merge trusts corporate agreements and other lengthy documents that have optional text in them The first WinDraft Author s Guide was just a few pages long The heart of WinDraft is still contained in these basic concepts Most of what you will do is create variables in a checklist and insert variables and IF commands in Word documents Now WinDraft has evolved into a program that remains simple at heart but 1s very powerful It can automate even the most complex documents Some of our improvements include new programming commands to handle the special requirements of lawyers commands to create a status dialog with moving status bar and messages Windows based outline oriented data entry screens integration with document management output of timeslips and other data into transaction logs custom blast off screens for each system While the following 91 pages may initially appear complex or even overwhelming we ask you to ignore the fancy stuff at first and focus on what Win
236. ll also be asked If the structured settlement option was chosen instead this question appears in gray on the Checklist IF SecurityDeposit Y TEXT AmtOfSecurityDeposit security deposit amount is ENDIF The above example shows how the IF statement can be set to turn on based on the response to our YESNO commands Y or N Although all of these examples have just one question underneath this was merely done for simplicity As many questions as needed as well as additional IF ENDIF statements each with their own ENDIF can be located under an IF command Finally as in the Model Document IF statements can be nested as deeply as required to carry out the necessary commands WinDraft Checklist Author s Guide 68 SET command 2 ELSEIF and ELSE ELSEIF and ELSE are used in checklist programming in the same way they are used in model document programming For example 2 IF SecurityDeposit Y TEXT AmtOfSecurityDeposit security deposit amount 1s ELSE Questions to be asked if there is no security deposit ENDIF IF logic in the outline to hide data entry screens IF statements can also be used in the OUTLINE section of the checklist template Instead of graying out everything on the pages inside the IF WinDraft hides the associated checklist pages Such pages will also be suppressed from the printout Please use cautiously as it can be confusing to users when pages appear and disappear too o
237. llows even computer phobic lawyers to use the system by working on paper Checklist A checklist template is a special kind of document that contains the Templates programming commands to develop a checklist When WinDratt loads it reads the checklist template file which is an ASCII text file on the disk Authors edit and work with checklist templates right inside Microsoft Word However the checklist template is saved as a DOS text file using a special yl button on the WinDraft Author Toolbar in Word il Checklist templates can be quite simple if you don t want to program them with logic or can be quite complex 1f you want to program them with legal rules that are interrelated or complex Programming a checklist template is very similar to programming a Model Document but some different terms are necessary to create the questions WinDraft asks There are less than 15 WinDraft checklist template commands The main ones are all contained on a one page insert found in the front of this binder that shows you the various commands needed to create the data entry screen questions See also B AUTHORING CHECKLIST TEMPLATE OUTLINES pp 43 44 Your checklist templates are stored under your practice system in the Template directory For example the babysitting checklist template 1s stored as WinDraft babysit template babysit wdt NOTE Before the 2000 version of WinDraft v4 0 the checklist templates were referred to a
238. logic Generation Skipping Special trust options to avoid the generation skipping transfer tax are presented on the full options data entry screens To turn on the GST options answer Yes to the Generation Skipping Trusts question on the Documents for Client screen 3 8 EP Expert User Guide Eidelman Associates 1999 Creating Client Documents If you answer Yes to GST the later questions relating to the specifics will be turned on so that you can answer them If you answer No to GST the related questions will be grayed out OE idelman Associates 1999 EP Expert User Guide 3 9 Data Entry Notes and Tips The GST questions include e GST exempt Marital Trust Reverse QTIP GST options in Trusts for Children section Data Entry Tips Select the Simplest Level Possible The set of model documents contains all of the possible language needed to produce sophisticated documents However in order to simplify data entry we have set up alternative WinDraft Checklist templates with fewer questions How to Access the Correct Checklist 1 Click on the Change Practice Systems button 2 Select the simplest level that fits your client 3 10 EP Expert User Guide Eidelman Associates 1999 Creating Client Documents Ld You can use the full data entry screens to draft a simple will but you would have to wade through dozens of irrelevant screens It is best to work with the simplest set of screens that fi
239. m WORKING WITH DATA First of all this documentation assumes that you know how to use WinDraft independent of EPPeople If you don t please read the Quick Start to Using WinDratt A WORKING WITH AN EXISTING DATA FILE When you open the WinDraft Data Entry Checklist program the EPPeople program will load automatically but it will be hidden until you are working with data Click on FilelOpen to open an existing data file such as the demo data Hampton 1 When you do WDDATA exe will both open the data file and cause EPPeople exe to access the cast of characters 1n the database and their roles for that data file NOTE Although WDDATA exe and EPPeople exe work together they are two separate programs and you often need to move back and forth between the two using standard Windows commands for moving between windows You can either e usetheA keys to switch back and forth between the WinDraft checklist and the EPPeople windows or e click on the Windows task bar at the bottom of the screen which looks something like this 5 Qi Inbox Microsoft Qu Pa EPPeapleQuickskart T isl smith Sep Trusts 26 a Estate Plan Roles And note that with Windows NT and 2000 sometimes WinDraft can t switch the focus to the EPPeople window and you need to manually switch windows The EPPeople screen will look something like this 2 xz Estate Plan Roles File Edit View Tools Help kurk Hampto
240. mbly is turned off XI How to Read Model Documents WinDraft model documents are Word 6 0 documents with two types of programming These use the built in functionality of Microsoft Word and the WinDraft add in to insert text and variable information With some practice anyone with the requisite substantive knowledge for that area can create their own documents by using WinDraft s concise vocabulary of programming commands there are less than 20 commonly used commands This section is intended to teach only the basic concepts about WinDraft model documents For more detailed information and to create your own model documents see the Author s Guide A WinDraft Syntax and Concepts There are two primary functions that WinDraft performs 1 Inserting or Merging a Variable To insert a variable in the text simply insert the variable in the text of the model document with braces around it like this This contract is entered into between Party1Name and Party2Name 2 Conditional Text or Rules Rules which govern whether optional or conditional text is inserted into the customized document are represented in the text by IF statements As with all programming phrases they are embedded in square braces like this IF PrincipalDistribution Ascertainable Standarqd The Trustee may from time to time pay to or apply for the benefit of my wife such amounts of principal as the Trustee deems necessary or
241. me which is what is displayed by the radio button for this system in the Change Practice Systems dialog In a firm where a number of practice systems are supported on a network it is recommended that all of the firm s systems be listed but those for other departments which the user may not access would be grayed out New System Wizard IntDoc C WINDRAFT SAMPINT DOC ModelDoc C WINDRAFT SAMPDOC DOC Settings determine the files that WinDraft s Create New System Wizard uses as a seed for a new system These should both use full pathnames The IntDoc setting determines the Word document which is used for a WD Data script for the new system and the ModelDoc setting determines the document used as a starter model document for the new system WinDraft ships with a default for these which provides an example of WinDraft and WDData syntax helpful in getting a new practice system started The Wizard will copy these into your new system WinDraft Model Document Author s Guide Technical Appendix 16 SysName Follow this format for each practice system see examples below 1 DocDir C WINDRAFT SysName Determines where WinDraft looks for the main documents in this practice system This is used in the blast off dialog box routines 2 SubDir C WINDRAFT SysName subdocs Determines where WinDraft looks for subdocuments in this practice system This is used when WinDraft finds an INCLUDE or RULES statement in one of i
242. ment Author s Guide Technical Appendix 13 CreateUniqueDocName 1 This setting should be 1 if you are using DOCS Open 2 5 or later with unique document names This setting may also be enabled with earlier versions of DOCS Open but versions earlier than 2 5 support only 30 character docnames Since the date and time stamp that 1s added to the end of the docname is about 20 characters by itself this leaves little space for a meaningful document name DOCSCustn Group GROUP GROUP_NAME The settings DOCSCustl through DOCSCust9 are used for supporting additional profile fields on the DOCS Open profile For example if you have added a Group field to your profile form which stores the possible groups in a Group_Name field in a Group table you might add the line DOCSCustl 2Group Group Group Name to your ini file Contact Eidelman Associates for more information on setting up custom DOCS Open fields in WinDraft C WDData Settings affecting the WinDraft Data Entry program WDData exe 1 Path C WINDRAFT WDDATA EXE The full path of where WinDraft can find WDData This is used in the Checklist button for loading WDData ChecklistTemplateDir C WINDRAFT TEMPLATE The path where WDData looks to find scripts telling it what questions to display This is used in loading WDData WDData tries to find the script specified in the practice system section in here if a full path is not specified StartCollapsed 0 If this is set t
243. ment Author s Guide Technical Appendix 36 EP Expert User Guide a 1 i Expert Document Drafting Software For Estate Planners from Eidelman Associates Microsoft SOLUTION PROVIDER TABLE OF CONTENTS 1 2 3 6 PN HEIqQUDIBIGgNLOn Pec 1 1 INED rubris iuc dude c 1 1 2 ZAINOTE ABOUT WINDRAF M se a oai 1 1 ABOUT THIS NPANUAT cdl Wace ane 1 2 ete eee id 1 2 1295 ECER E OUR OE Mu 1 2 INSTALLING EP EXPER c evo dI Ies 2 1 Zr OPTION T DOWNLOAD 2 1 22 HOPTION 2 INS TABLE FROM DISK testatus Du 2 1 CREATING CLIENT DOCUMENTS scscsissiccusrsapecedseseasasccsvsivanccesncohebetevchecnseveeseetucusstearovusevavoessees 3 1 oL PROCESS OVERVIEW 3 1 32 SCREATE CLIENT DOCUMENTS syisa eeo a E I A 3 2 33 DATA ENTRY NOTES AND FIPS AE 3 8 Screen Logic Grayvine LOGIC imn General PR ORENSE RE M NE Nu Miis 3 8 Special graying logic Generation Skipping eorom tong HS saree Ue tea dte ETE E ads 3 8 Pala E UOS T PEREA M aA M CP LU
244. mes Hampton Robert Robert Johnson friend McMaster David Dr David R McMaster doctor Dr Karie McMurray doctor Scott Morlan friend Jackie Neuberg friend 4 People Database Record n 4 gt Add Save Delete Clos 2 Record View Screen A form for one record at a time 7 People __ T g E Client if Hampton Matter e 0001 E Record View Table View Last Mame First Hame Hiddle Hampton Jill Lynn Full Name Jill Lynn Hampton Address 4329 Timberdale Road e mail Rel to Husb wife Address 2 Pager Rel to Wife self City St Louis Fax Gender Female State Missouri Also Known As D ate af Birth ST MO Mick M ame Date af Death Zip 22222 L itizen Marital Status City County Agent Mame Prefix County ot Louis Government ID Salutation COUNTRY Motes Salutation Couple Business Phone Living Arrangements Home Phone 214 532 1457 User Client of Firm n a People Database Record 4 gt gt Add Save Delete Close C Working with the Roles Tree If you are using the standard WinDraft setup When you open an existing WinDraft checklist it will automatically launch EPPeople and load the right people and roles When you create a new WDD file with a new Client Matter e First go to the File Info screen e Second enter the Client and Matter number into the client and matter fields e Third click the Assign Roles but
245. ming and internal comments Use DISPLAY ON and DISPLAY ON to show only what you want the users to see VI Programming FOR NEXT Loops WinDraft has a repeat loop structure in the form of a FOR NEXT loop If the following seems confusing to you don t feel bad Research at the American Bar Foundation found when teaching lawyers to program that lawyers and law office staff members had an easy time with IF statements and subroutines but for some reason had an unusually tough time with repeat loops A Data Entry Checklists In many cases you don t know ahead of time how many of a repeating item you will have and you don t want to have to do a lot of programming for each of the items For example in handling fiduciaries you might have from to several initial and successor fiduciaries The best way to handle this when you can is to set up a repeat loop In this way you only have to create a prompt for each of the repeating variables one time As there become more and more variables within that item s information e g name gender age address the benefit of being able to reuse the same programming in a repeat loop makes it much easier Here 1s what a simple example looks like for agents 1 through 4 in the husband s durable power of attorney 11 Fa Forense Vili ample sadd WinDr aft Checklist D a IA G Estate Planning IE Pie Information HEY Deacuments l or chert 3 People Tes
246. mprehensive systems currently available Win Draft is easy to learn Like most lawyers 1 lack a computer back ground This was not a problem with WinDraft however because its features are intuitive and easy to master In fact WinDraft s greatest strength is its simplicity Many pro grams are weighed down by features that only experts can appreciate or understand WinDraft works with the word processor not against it Since everything is done through Microsoft Word the systems are easy to maintain and update as the law or drafting conventions change This will prevent the system from falling into disuse if the resident expert leaves the firm Another important WinDraft advantage is that model documents are easy to read and work with In addition WinDraft facilitates the team approach by allowing tasks to be assigned to an appro priate worker in the firm For example a lawyer works on the legal aspects of the sys tem while a secretary handles formatting issues Because the parts of a system are all word processing documents this is easy to do Creating the Client Checklist Scripts The scripts that create the client data entry checklists are edited in Word or any other editor and saved as an ASCII file by clicking on a but ton There is a simple scripting lan guage that lets you organize the but tons checkboxes text and headings in the outline Data checklists are easy to build and modify on th
247. ms to Windows and even to the same or other DOS programs Assuming that you are running the DOS application from Win dows by pressing Alt Enter or Alt Spacebar the DOS window becomes smaller and the Windows drop down menu appears at the upper left side of the screen You can choose Edit and Mark to mark your selection using the mouse WORD Progress Vol 9 No 2 n my column in tbe Spring 1995 WORD Progress I wrote about importing legal research from a CD ROM law library into a word processing document The legal research program that I use is DOS based and I men tioned that I could not cut and paste directly into my Then click on the upper left corner of the screen again to bring down the menu and select Edit and Copy Go to the application where you want to paste and paste using Ctrl V or another drop down Edit menu To Tum to page 14 This issue 5 Four Dimensions of Document Assembly by Kenneth I Guthrie 8 Choosing a Document Assembly Program Part Two by C Howard Thomas Jr 11 Increase Your Typing Speed with Flash Forward by Roy E Greenberg 12 More on Macros in WPWin by Peter C Scott 13 WordPerfect 5 1 for DOS Did You Know by Marjorie M Miller 16 Contour Wrap Graphics with WPWin by Richard C Belthoff Jr Ali n P e d ee ey WORD Progress Vice Chair C
248. n E A Financial Durable Power of Attorney fi Agents Ea Agent 1 f Jill Lynn Hampton B a Agent 2 on fi Jackie Meuberg ft Scott Morlan re Agent 3 a Ag Health Care Durable Power of 4thorney ER fi Agents E a Agent 1 n Jill Lynn Hampton B T Agent 2 2 ri Jackie Meuberg ft scott Morlan S Agent 3 D Living will c Ap wil Er f Personal Representatives E 3 PR 1 f Jill Lynn Hampton B T PR 2 on fi Jackie Neuberg ZI fi Scott Morlan S PR Trustees Guardians Be a Guardian 1 Lasthamne Babson Bradbury Casey Hampton gt Hampton mM Hampton Hampton Hampton Hampton Johnson Kildare McMaster McMurray Morlan Meuberg Smith a doe Jae Joe Jae Lai dae Jre Jae Jae RecordID LastName FirstName FullName Middle RelToHush RelToaWife Gender Firsthame Joani Susan Benjamin Pat Kurt Lyle Travis Trevor Robert Benjamin David Karie Scott Jackie Jeffrey l 2 Hampton Jill Fullame Citv Mational I Joani Babson Susan Bradbury Benjamin 5 Ca Pat Hampton Jill Lynn Ha Kurt Hampton Lyle Allen Ham Travis Scott H Trevor James Robert Johnson Benjamin M Kil Dr David R M Dr Karie Michi Scott Morlan Jackie Neuberg Jeffrey M Smith Jill Lynn Hampton Lynn wife self F Middle loj xi RelTaHush trust comp sister in la legal assist brother Self Father son son friend physician doctor do
249. n P gt Loan Agreement Issues Loan Background information Terms of the Loan P Note issues f Loan Amount and Interest Rates B General Loan Terms Fixed Interest Rate Floating Based On An Index Monthly Payment Provisions Late Charges P gt Mortgage Issues Mortgagor s Information Mortgage Terms Guarantee Issues E3 Guarantee Provisions button a rocket icon and Win Draft displays a Blast off dialog which can be customized for each practice area or can be a simple pick list of the model documents For example at the ABA Document Assembly Shootout it looked like the box in Figure 3 WinDraft loads the model docu ments and merges them on the screen displaying status messages and a progress bar When the merge is completed the user is left with a customized legal document that is ready to edit and print If you use PC DOCS or another document management system WinDraft will automatically save each new docu ment fill out each profile with cus tom information and return a hit list of the new documents The Author s Perspective Creating and Modifying Systems Setting up and maintaining any practice system even a manual one can be a challenge It can eat up lots of nonbillable time and requires teamwork WinDraft is designed to provide an open natural environment to support program ming documents with legal rules This 1s based on two key concepts 1 WinDraft us
250. n on styles and how to use them There is an option Reset To Styles in the WinDraft INI file that tells WinDraft whether to respect formatting in newly merged documents that is based on the model document s formatting or to reformat based on the styles in the DOT file See Appendix 3 WinDraft INI File Settings for further information The functions described in this section are simply optional ways we use Word formatting rather than proper parts of WinDraft except for the additional toolbars and styles we have created You can use any of Word s versatile formatting functions to format WinDraft documents B The Edit Tools Toolbar WinDraft is extensively integrated with Word and supports the use of MS Word bookmarks and fields automatic paragraph numbering table of contents cross referencing and outline headings In fact many of our model documents extensively use these features The Edit Tools tool bar contains buttons which apply styles to text prepare tables of contents and permit the viewing of field variables 87 tt Body Styles 10 If the special Edit Tools toolbar is not visible select the View Options menu item from WinDraft Checklist This will bring up a dialog which includes a WinDraft Editing Toolbar setting Make sure that the latter is checked and then press the OK button the Editing Toolbar should now be displayed This selection will stick each time you change it and enter or exit W
251. n t serve appoint a bank as co etc You must edit the draft documents to insert such provisions OE idelman Associates 1999 EP Expert User Guide 3 11 Data Entry Notes and Tips e Do not put any commas or other punctuation at the end of an entry e In the document fiduciaries will be presented in a numbered list or separated by semicolons in a paragraph depending upon the style your firm has chosen to use e Note that names in the free form text fields will NOT be automatically capitalized As you type them in you must format your entries EXACTLY as you want them to appear in the documents Entering Repeating Data The program keeps count of how many fiduciaries you have entered you do not need to indicate the total number Simply enter as many as you want and leave the next one UNANSWERED Examples wife Sally brother David A Smith attorney and friend PERRY MASON John A Johnson now residing in St Louis Missouri brothers BILL SMITH and ANDY SMITH as co Personal Representatives or the survivor of them Using Same as Husband option If you option to use the same fiduciaries in the wife s documents as you entered in the husband s do not enter the relationship information as brother will not automatically be converted to brother in law Note that if you answer Yes to same as husband and the Husband had named the Wife then the system will automatically do the mirror image
252. n the second example there would have been a data entry screen question that asked whether the borrower was a corporation partnership or individual The variable name attached to that question would have been BorrowerType e g the following command would have been in the programming for the data entry screens See WinDraft Checklist Author s Guide p 50 et seq CHOICE BorrowerType Is the client Corporation Corporation Individual Individual Partnership Partnership END CHOICE If the borrower had been an individual he would not be asked a question about his state of incorporation at the data entry level and this paragraph would be irrelevant to him so it 1s left out of the final document The ELSE command goes between an IF and ENDIF statement when there 1s alternate text or other commands to be executed when the IF statement is not satisfied For example in a corporate document the two optional alternate paragraphs for selecting preemptive shareholder rights might be programmed in a Model Document like this IF PreemptiveRight Y The shareholders shall have a preemptive right to purchase additional stock to preserve their pro rata ELSE The preemptive right of shareholders to purchase additional stock 1s denied Author s Guide Model Documents 17 ELSEIF INCLUDE ENDIF Another example is IF Cumulative Voting Y Elections of directors shall be conducted on a c
253. nDraft Eidelman Associates 317 S Division Ste 187 Ann Arbor MI 48104 800 77 LAPTOP Intemet 73067 2131 com puserve com 499 single user license Site licenses network versions add on informa tion is available from the vendor Vincent Wilk is a recent graduate of the University of Michigan Law School and will soon begin work as an associate with Nutter McLennen and Fish in Boston Summer 1995
254. nable to load the Microsoft System Information program K Out of resources L This EXE file has been tampered with Please get a fresh copy of WDData M Unable to access DOCS OPEN API Please load DOCS OPEN N Unable to display control VIII CONCLUSION OVERVIEW OF AUTOMATING YOUR FORMS A Background Required B Steps to Create Your Own WinDraft Practice System 1 Create the Skeleton Adding Your Language C Add WinDraft Logic 1 Identify Variables 2 Add Logic 3 Test Your Work D Prepare for Use 1 Test The Output 2 Document Your System Author s Guide Table of Contents VI 77 77 77 77 77 77 78 78 78 78 78 78 78 78 78 78 79 80 80 80 80 82 82 83 83 84 84 84 84 3 Have Others Test Your System 84 Roll It Out 84 ll ADDENDUM MANUAL STEPS TO CREATING A PRACTICE SYSTEM 84 I CREATING CUSTOM BLAST OFF DIALOGS 87 EASILY CHANGING BLAST OFF DIALOGS FROM TEXT FILES 87 New Tabbed Interface for Blastoff 87 General Blastoff s BlastoffTemplate txt 88 C WinDraft helper functions Error Bookmark not defined 1 INI File Routines 89 2 General Helper functions 90 Author s Guide Table of Contents Vil WinDraft Model Document Author s Guide I Author s Guide Introduction Simplicity is the Essence WinDratt was started in 1993 At that time all of the document assembly engines were very complex didn t support Microsoft Word we
255. nd data entry side by selecting Jump to other side or Ctrl J Save your data File Save As will save your modified data file using any name you choose with up to eight characters followed WDD for client data or WDM for model data We suggest using the client s last name as the file name so that the appropriate file can easily be recognized If you want to save under the same name use File Save or click on the Save button You can print your data either by clicking on the Print button or by selecting File Print from the menu If you want to review the print output on the screen you can select File Print Preview Note that there are six printing selections to choose from WinDraft Quick Start Instructions Page 3 Print Printer Hama LaserJet shatus Defeult porter Ready Type HF Lees Jet Comment Print at Entire Outline Expanded P i nine Funarnce H I Entre Quina Collapsed amp A Page on Outre Dureri Fage on wethaut Clete Vensbles Gine Dal C Pages rg Normally print the expanded outline to see your data presented in a lawyer friendly way We recommend putting a copy of the data outline printout in the file so that as the documents are proofread a lawyer can verify the selected options Standard prompts and data will appear in black indented to the right outline level Formatting of the font i
256. nd text between brackets that begin with a semi colon This is a comment This is also a comment Notice that comments can be as long as you want and can be spread over several lines as long as they are placed between the brackets and preceded with a semi colon As your document becomes more complex with many nested IF statements for example it will also become more difficult for others and even for you to follow Good programming practice requires that you use comments liberally Do take the time to add explanatory notes to your document as you go Its logic may seem obvious to you as you program but will be confusing when you or someone else comes back to it months later Comments should also include legal references if a paragraph was included because of a particular IRS or court ruling or a statute and information about who made changes to the forms and the dates of such changes B Basic Programming Concepts In earlier days of programming a typical computer program would look like this 100 IF A1 gt B1S GOTO 400 LLO CELSE GOTO 5007 A more modern concept called structured programming is now used Programs should be as easy to read and understand as possible It should be Author s Guide Model Documents 13 possible to use top down design which means organizing the document from the most general to the most specific Programming can be laid out visually in such a way that the
257. nd the text to be displayed to the NUS EE connate right of the checkbox for the item Each is v Watch Assembly in quotation marks and separated by a Save in Document Management comma cancel The text in the BlastoffTemplate txt file looks like this note the following example does not exactly correspond to the sample displayed above NEWTAB Additional EP Documents Pirmsrtandardlinvolce dor Fiym Standard Invoice to Clients Iransrerbherter dor Transfer Letter Blueprint dot Engagement Letter Blueprint NEWTAB Corporate ArticlesOflIncorporation Articles of Incorporation lt SCC Notes The program that reads this file does not have much error handling built in If it can t find a file that 1s listed in the text file it will give an error message and not display that line Also there are some places where an extra space missing quotation mark etc will cause a problem so be sure to uste th correct syntax For the general blastoff this will provide the complete interface and list of documents For the estate planning blastoff this will provide additional documents to supplement the standard estate planning blast off screen which lists checkboxes in a column for husband and wife for standard trusts will and powers of attorney Ill Context sensitive help documentation add A Enhancement You don t need to create an entry in the NFO file if you name the varia
258. nder extremely low memory conditions Restart windows and try again If this error persists contact Eidelman Associates H Unable to open file The file specified in the most recently used file list no longer exists I The DOCS OPEN support in WDData is disabled Cannot load the DOCS OPEN data file An attempt was made to open a WDData file from the DOCS OPEN desktop via DDE command but DOCS OPEN support is turned off in WDData s INT file If you wish to use DOCS OPEN enable it in WinDraft INI J Unable to load the Microsoft System Information program The MSINFO Microsoft System Information executable is missing or not properly setup K Out of resources This error should only occur under extremely low memory conditions Please restart Windows and try again If the error persists call Eidelman Associates This EXE file has been tampered with Please get a fresh of WDData The WDData exe file has been changed Please reinstall from your original disks Unable to access DOCS OPEN API Please load DOCS OPEN WDData is unable to access the DOCS OPEN API This probably indicates that DOCS OPEN 15 not loaded Please load DOCS OPEN and try again N Unable to display control This error should occur only under extremely low memory conditions Please restart Windows and try again If the error persists call Eidelman Associates WinDraft Checklist Author s Gu
259. ndicates special information as follows Type of Information Bold and Underlined Inapplicable Irrelevant Light gray WinDraft Quick Start Instructions Page 4 A typical printout with data included looks like this ABALOAN1 WDD 07 15 95 17 15 Secure loan with assignment of life insurance policy Loan Agreement Issues Loan Agreemen t Issues Loan Background Information K Will What i there be greement en a loan agre t is th ame of the loan agreement In what state will the note be signed Michigan Which state s law should govern the terms of the agreement Michigan rms of the Loan Is loan payable on demand The due date of the loan is December 31 1996 K Include compensating balance clause Amount of the compensating balance e g 10 000 aximum amou 100 000 Page 4 To print out a blank outline for use by lawyers who are not on the system print Outline without Data or better yet a partially completed outline with typical data selected This feature lets computer phobic attorneys use the system in a paper format For debugging systems you can set Print What to variables on the print dialog box See above in order to print the names of all the variables and their values 6 BLAST OFF Click on the Rocket Icon to switch to Microsoft Word and access the Blast Off Dialog Box The estate planning system lo
260. nelf type programs tO get your search started 00 5 Cansoft 800 500 0005 HotDocs document automation soft ware is an extremely well known cate gory leader due co its low price 99 and a number or tie in relationships with other legal vendors such as Lexis Nexis Folio WordPerrecr AmiPro SortSoiutions and PCDocs Available for both Windows and DOS systems HotDocs can convert existing word processing tiles into smart templates to allow assembly of customized documents CapSort maker ot HotDocs also publishes the more complex CAPS document assembly engine PowerTXT intercon 800 422 3880 PowerTXT is another Windows based intelligent document assemblv program t uses color coded outlines of model documents to create vari ables for the insertion of client and case information It works with all three major word processors and has an associated program PowerForm tor tilling in forms created pi dme other application including spread sheets Pricing is 323C zer user FormBank ExperText Systems 800 387 2525 FormBank trom ExperText Svstems takes a slightly ditferent approach to document assembly bv utilizing the power ot Windows and allowing tex tual information to be deposited as forms through an object oriented question and answer menu system FormBank is priced at 3395 WinDraft Eidelman amp Associates 800 77 LAPTOP WinDraft from Eidelman an
261. nent checker utility that checks your system for what you have c XML 3 0 Parser MSXML 3 0 Included in IE 6 0 and higher ships with Win XP As of November 1 2001 the current version is SP2 http download microsoft com download xml SP 3 20 W9X2KMeXP EN US msxml3sp2Setup exe or see www microsoft com xml 3 Run the EPPeople setup exe after unzipping it Current version 2 0 2 Files are on http eahome lawtech com 85 clifiles eppeople2 Install EPPeople exe to the same folder as you have the other WinDraft executables Generally c program files windraft 43 4 PRACTICE SYSTEM SETUP Run the practice system setup per EA instructions Note Loading EPPeople without the practice system setup is not enough The practice system setup is required to create needed ini file settings and copy the necessary files to the system The setup file will copy the practice system files to the network or c windraft epxxx where the epxxx will be your firm s practice system name and add EPPeople entries into the WinDraft ini file See Technical Notes below for discussion of changes to WinDraft ini 5 TESTING Test and troubleshoot any issues Note When you first open the checklist program but without any data loaded the EPPeople program 15 loaded but hidden You have to open a data file or click one of the buttons on the People screen in the checklist before the EPPeople program displays o Load EPPeople by itself
262. ns If a question 1s grayed out but is answered incorrectly you must change whatever answer is causing it to be grayed out in order to change it Thus for an Estate Planning document if you start with a data file that says the client has children and the author wants to change it for a single person without children you will WinDraft User s Guide 9 need to first change subsidiary or dependent questions to be answered then change the answer stating the client has children to No Unanswered questions in the checklist are indicated as follows Principal amount of the loan Text boxes UNANSWERED The interest rate will be C Fixed For Term Of Loan Floating Based Index Radio Buttons None selected Marital Status F 15 the Grantor Married Check boxes Shaded Gray Be sure to answer all relevant questions When you have answered all of the questions for that section WinDraft automatically returns you to the first question At this point verify that the information you entered is correct or proceed to the next section of questions This is accomplished by using the mouse to move to the left side of the screen and choosing the next icon in the outline or by hitting F4 There are several kinds of controls used in the WinDraft Checklist to enter information They work the same way as they do in other Windows programs 1 Text Boxes Normal Long and Masked Man Husband Hame James B Smith
263. o include other model documents set variables display status informa tion and perform other functions number of buttons on the WinDraft Author toolbar make it FIGURE 2 The WinDraft Data Entry Program Tumtopage4 Vol 9 No 2 ABA 1995 Reprinted with Permission WORD Progress m 3 4 m WORD Progress SSS e ee ee WinDraft 1 1 continued from page 3 easy to insert and format variables and commands Using Advanced Features of Word The WinDraft manual recommends using the formatting and organizing features of the word processor as much as possible and the samples do just that The model documents are organized in Microsoft Word outlines making it easier to work with complex documents These outline headings are also used for formatting paragraph numbering cross references and table of con tents entries No special program ming is necessary If they work in the model documents they will work in the merged document I particularly like the clever way you can use Word fields to deal with changes of terminology in doc uments For example instead of inserting personal pronoun changes his her their its as WinDraft variables Eidelman recommends using Word fields for this A special button on the WinDraft toolbar lets you turn the display of the pronoun fields on and off dynamically This dramatically improves the readabili ty of the model documents Observations Unlike most of the co
264. o 0 WDData starts with the checklist outline fully expanded If it is set to 1 then WDData starts with only the first level of the outline visible HostWP Word9 The HostWP setting controls which word processor WDData attempts to use for document assembly when the blastoff button 1s clicked Set this via View Options Supported are WordPerfect WP Microsoft Word up to v8 Word Microsoft Word v9 Word9 and none ODMA 0 Setting 1s used to optionally make manual adjustments to WinDraft s automatic compatibility with ODMA Compliant document management WinDraft Model Document Author s Guide Technical Appendix 14 software such as iManage SoftSolutions Saros and DOCS Open When WDData opens and saves files and this setting is not present WinDraft will automatically use the normal Windows dialogs if there is not an ODMA compatible document management system loaded and will use the document management system if it 1s present If ODMA 1 WinDraft will display an error message if for some reason the document manager is not loaded If ODMA 0 WinDraft will use the normal Windows dialogs even if an document manager is loaded 6 DOCSOpen 0 Determines whether WDData uses DOCS Open for FilelOpen and FilelSave If this setting is on then WDData pops up the standard DOCS Open dialog boxes for these file functions otherwise WDData uses the standard Windows dialog boxes A shift key may be used to override the DOC
265. o into the Advanced button under task bar properties and make any changes to the start menu you want 3 Windows Explorer Settings a Turn on display of file extensions By default when you install Windows it turns off display of file name extensions It makes it hard to distinguish between WinDraft dot WinDraft ini and WinDraft wll when you are looking at a list of files The first thing I do when I sit down at a 15 machine that is set this way is go into Windows Explorer change the options so that you can see the full file names b Show Directory Name in Task Bar While clicking on show file extensions above I also turn on the option to show the path of the folder directory in the windows title bar Details view View files in directories in details view instead of a row of folder and files This way you can see file size date etc and click at the top to sort by name date size type etc B Favorite Utilities to Support WinDraft Authoring 1 TextPad Shareware Best text editor to replace Notepad I use it for batch files ini files WinDraft rules and NFO files and to perform batch operations on HTML files Highly recommended www textpad com Here are the settings I use when working with WinDraft The tabs are under on the Configuration menu under Preferences 1 Compatibility tab I changed to keystroke compatibility with Microsoft products 2 Under file associa
266. ocable Trust GST Provisions Number of individuals Living Will Corporate Financial Power of Attorney Names Health Care Power of Attorney Irrevocable Trust Will with Testamentary Trust Simple Will OE idelman Associates 1999 EP Expert User Guide 6 1 EP Expert Components DISPOSITIVE PROVISIONS Trust During Testator Grantor s Life Allowable Distributions Family Children After Testator Grantor s Death Payment of Taxes Specific Property Residence Tangible Personal Property Written Statement Specific Gifts Credit Shelter Marital split Marital Deduction Formulas Various Pecuniary Formulas Fraction of the Residue Non Marital Share Trust with Life Estate for Spouse To Issue In Trust or Outright Marital Share Trust Outright Disclaimer GST and Non GST Trusts QTIP or POA Distribution of Principal To Whom Standard Special Powers of Appointment Next Generation Outright Separate Trusts or POT Ages for Distribution 6 2 EP Expert User Guide ADMINISTRATIVE PROVISIONS Fiduciary Powers General Provisions Miscellaneous Provisions Presumption of Survival Powers of Appointment OPTIONS THAT AFFECT WILL Tax and Administrative Options Personal Representatives Residuary Estate HEALTH CARE POWER OF ATTORNEY Agents FINANCIAL POWER OF ATTORNEY Agents IRREVOCABLE TRUST 1 or 2 Death Contingent Marital Single or Joint Grantors Who has Right of Withdrawal Trustee Successors Eidelman Associates 1
267. oks like this Amat E ababe Planning m anat E atabe Planning M 5eembenumer iemmement aic NNNM Lal Gooner Piemmement WinDraft Quick Start Instructions Page 5 Select the documents you want WinDraft to create and click OK Although it will take slightly longer we recommend that you Watch Assembly so that you can observe the document as it 1s assembled on the screen The system will then merge the model documents and the client data you entered to create on the screen the selected documents During the merging process it displays a progress dialog box that shows the percent completed and status information like this MicraselT Word Llocumeanth F Elle Edit View Foma Tools Tobe Y ndow Help ej GiH Husband Revocable Trust Programming J Ties Raman fiz Version 2 0 1 94 1 336 Eidelman amp sspciates gr male RR x4 TENERE a Ere RE other applicable provisions in this 2 30 User License 3 1 Payment of Claims Ex AAS MUST Psy Texas payments by the Trusty made directly or to my Pere or reimbursement of sard Pi such legal representatives Stop of the amount and propriety ama TIE TITTITOTIZET thereon and shall be under no duty to see to the of radi payments These sume are those required to discharg
268. om the beginning to the end of the paragraph A paragraph ending 15 marked with a paragraph mark which when you select Tools Options View Show Non Printing Characters Paragraph Marks looks like this 1con 4I A heading therefore must be on its own line If you must have text that looks like a heading and acts like a heading but has a normal paragraph in the same paragraph there are workarounds involving more effort but a real heading must be on a line by itself This is a limitation of Microsoft Word 3 Formatting Body Text The first button automatically applies the appropriate body text styles for the entire document Body text styles have been defined for four levels For forms that are already formatted you will usually only need to apply text formatting to the new text you type The Outline tool bar also contains four menu items for specific body text styles under the Body Styles toolbar item By selecting these the icons are shown above the paragraph will be indented to the appropriate level If you are at Outline Level One or wish to indent the text one level use the button labeled 1 at Outline Level Two use the 2 button and so on Each button progressively increases the paragraph s indentation Type the text first then place the cursor anywhere within the paragraph or highlight multiple paragraphs then click the appropriate button This function ensures that the same font will appear throughout
269. om the database Model Document Being able to pick people in the database like we did in the last section 15 nice but it s not very useful unless we can bring more information than their key in the database into our output documents We ll show briefly how to do this in this section Open an existing model document or make a new one If you make a new one don t forget to add a GETDATA statement at the top Add the following line GETDB Grantor DSNZWDPeople FROM Persons GET WHERE Key 2 Husband Key This will perform a query on the database which is found under DSN of WDPeople getting all fields from the Persons table and returning the record with the Key of Husband Key which is what we picked in WinDraft Checklist in the previous section It will store information about this person in Grantor FieldName So in this example where we have fields FirstName LastName MI and Gender the variables Grantor FirstName Grantor LastName Grantor MI and Grantor Gender will be filled out More complicated queries could join with other tables and return as much information as you like These variables can then be used exactly like any other WinDraft variable For example try adding the following text below the GETDB line Last Will and Testament of Grantor FirstName Grantor LastName Finally we will put this all together and test to make sure it works Save your model document S
270. omputer knowledge WinDraft was designed to address the most important issues and problems facing document assembly programs system like this must be both auditable and flexible It must be auditable in the sense that a lawyer can read it and understand its compliance with the law and proper procedural and substantive requirements It must be flexible in the sense that when changes occur in the law in the style of the attorneys in the firm s personnel or in the needs of clients the system can be easily updated If it 1s not flexible lawyers will start squirreling away their favorite forms again and the system will become brittle and fall into disuse By keeping the entire system in pure Microsoft Word any lawyer or staff member who can use Word can be a system author It also means the firm can use all of the features of Word The concept is a document assembly system that 15 designed to be as self supporting as possible Most of the documents look like legal documents and the programming of rules looks to a lawyer as much as possible like the legal documents and rules that lawyers use every day The goal is to let the lawyer focus on the lawyering aspects Lawyers live by the Rules of Ethics rules of procedure and rules of the firm They are centrally involved with rules of all kinds in their professional activities WinDraft is simply a way of inserting legal rules that affect document drafting formatting rules and other r
271. omputers amp Technology Division and Chair Word amp Document Processing interest Groups Bruce L Domer Domer Law Offices 80 Nashua Rd Londonderry Professional PK Londonderry NH 03053 603 434 2230 Fax 603 432 6473 attmail domerb Vice Chair and Editor Word amp Document Processing interest Groups Barry L Brickner 31780 Telegraph Rd Ste A Bingham Farms Mi 48025 810 258 4930 Fax 810 645 6645 Dricknerb WordPertect Windows Editor Peter C Scott Mulhem amp Scott 115 Court Street Portsmouth NH 603 433 6300 Fax 603 433 6372 Desktop Publishing interest Group Chair amp Desktop Publishing Editor Richard C Beithof Jr Grier and Grier PA Ste 1240 One independence Center Charlotte NC 28246 704 332 0202 Fax 704 332 0215 Ibeithofir Oecument Management amp Systems Editor Jefirey G Wyner Conway Marken Wyner Kurant amp Kem Co LPA 30195 Chagrin Blvd Ste 300 Cleveland OH 44124 216 292 3300 Fax 216 292 3340 wyner CompuServe 76660 1661 Windows Editor Daniel S Coolidge Sheehan Phinney Bass amp Green P A 0 Box 3701 Manchester NH 03105 603 668 0300 Fax 603 627 8121 coolidged Associates 1014 Cobbs St Drexel Hill PA 19026 610 789 4730 Fax 610 789 6883 rmillerG Document Assembly interest Group Co Chairs Charles E Pear J Holland amp Hart P O Box 8749 Denver CO 80201 303 295 8371 Fa
272. on 1 RelToHusb wife Agent 1 Person 1 RelToWife self Agent 1 Person 1 Gender F Agent 1 Person 1 ClientMatter UNANSWERED Agent 1 Person 1 ClientID Hampton Agent 1 Person 1 MatterID 0001 Agent 1 Person 1 DOBMMDDY Y Y Y 12 17 46 Agent 1 Person 1 DateOfBirth 2 December 17 1946 Agent 1 Person 1 DateOfDeath UNANSWERED Agent 1 Person 1 Street 4329 Timberdale Road Agent 1 Person 1 Street2 UNANSWERED Agent 1 Person 1 City Miami Agent 1 Person 1 ST FL Agent 1 Person 1 State Florida Agent 1 Person 1 Zip 55555 Agent 1 Person 1 Code UNANSWERED Agent 1 Person 1 BusPhone UNANSWERED Agent 1 Person 1 HomePhone 305 532 1457 Agent 1 Person 1 EMail UNANSWERED Agent 1 Person 1 Pager UNANSWERED Agent 1 Person 1 Fax UNANSWERED Agent 1 Person 1 MaritalStatus UNANSWERED Agent 1 Person 1 AKAName UNANSWERED Agent 1 Person 1 NickName UNANSWERED Agent 1 Person 1 Prefix UNANSWERED Agent 1 Person 1 Salutation UNANSWERED Agent 1 Person 1 SalutationCouple UNANSWERED 53 Agent 1 Person 1 Suffix UNANSWERED Agent 1 Person 1 CityOrCounty UNANSWERED Agent 1 Person 1 County Miami Dade Agent 1 Person 1 Country UNANSWERED Agent 1 Person 1 GovernmentID UNANSWERED Agent 1 Person 1 Citizen Cuba Agent 1 Person 1 CompetencyCode UNANSWERED Agent 1 Person 1 AgentName UNANSWERED Agent 1 Person 1 LivingArrangements UNANSWERED Agent 1 Person
273. onal Investments ate m PR 3 B f Witnesses E a Witness 1 bee fi Jeffrey Zabner 2g I Witness 2 zm fi Susan 5 Dahlberg bes E Witness L3 E T Only documents and roles can be added to the template Levels are automatically added when dragging people onto a role or onto the last level of a role Grantors cannot be added although they can be removed from the template as explained in the following section How to remove a role document or a grantor Right click on the node that you want to remove and select Template gt Remove node where node can either be a document a role or a grantor ealth Care Durable Power of Attorney Z Weston Jil Jose Weston KL people weston Ly Paste people eri Weston Tr Remove people Weston Tri Fobra 1 Add node Remove Role Template d mt Physic Expand node ie Collapse node LETT Role properties Jettrev M Zabner ik r Physician 3 Middle B u Living Will RelToHusb be Agents RelToWife zs will To By removing a grantor you can create templates for Man Only or Woman Only estate planning 30 4 How to change the properties of a node Right click on the document or role that you want to modify and select Template gt Node properties where node is either a document or role i i Health Care Durable Power of Attorney Ej Weston Lyle si ents f Weston Tras zb Ag Copy peo
274. only be built by partner level experts and partners are interested No programming literate staff Everyone in the firm knows how to do it Work that requires High leverage litigation at leverage transactions Legal work product results in word processing documents routine smaller amounts hands on high hourly high transaction pressure from work by a h rate rates High on competing firms or partner transaction Cobbs clients alsuork value curve Legal work that is handled Trial work depositions crunching negotiations counselling research Contracts Pleadings motions written discovery Regarding speed an article in the Wall Street Journal entitled Pushing the Pace pointed that speed has replaced total quality management as the new mantra of business The latest big thing at many companies is speed speed speed It s not the big companies that eat the small it s the fast that eat the slow If your clients are into speed speed speed then document assembly technology is the only way to deliver complex documents fast and still get home for dinner By James A Eidelman and Christopher Maeso compurer Pr osram that can dratr complex legal documents in minutes is the holy grail ot many lawyers who handle business transactions Arter all chose with document assembly sv
275. or members of the Word and Document Processing Interest Groups Article submissions and letters Please send to Editor Barry L Brickner above To join the interest Groups 312 988 5619 Note Rather than put a trademark symbol after every registered product name we state that we are using the names in this publication only in an edi torial fashion with no intention of infringement 2 m WORD Progress eee WinDraft 1 1 continued from page 1 including PC DOCS WorldDox and SoftSolutions User s Perspective Drafting Documents I tested the program s current ver sion WinDraft 1 1 using Microsoft Word 6 0c on a network with Win dows for Workgroups 3 11 Win dows NT 3 5 and the prerelease ver sion of Windows 95 Those who know how to use Microsoft Word need to learn just a few additional steps to merge docu ments with WinDraft In fact the user only needs to click the mouse on three new buttons on the toolbars to create client documents The three step WinDraft process basically works like this e You select a practice system You work with client data You merge the documents Selecting a Practice System The user first picks a practice sys tem which is a data checklist and group of documents that fit together in a practice area It looks like Figure 1 Working with Client Data The most innovative part of Win Draft is the way it gathers informa
276. ord 2000 and Internet Explorer 5 0 File Edit view Insert F If you and the users you are creating help for all use Office 2000 you can use Word s new feature that Microsoft calls round tripping You can save the document as a Web page and Word creates a Web page that has all the Word formatting information embedded in the Web page using XML commands You can then open the Web page in Word edit and Save as HTML as many times as you want The only caveat is that you have to be careful about moving the subdirectories when you move the file because graphics and certain other fia information are automatically put in subdirectories 2 Word 2000 or 97 and any browser Netscape IE Export to HTML Use this approach if e You have Word 97 not 2000 or the users you are setting up help for don t have Office 2000 e Your users want to use Netscape IE 4 0 or other non IE 5 0 browsers e You want to maximize for speed and leave out all the Word formatting information out of the HTML files that Save As HTML puts in the file Like the Save As HTML in Word 2000 it is WYSIWYG What you see is what you get unlike the earlier Save as HTML in Word 95 and Word 97 It looks in the Web browser exactly the same as it does in Word le Edit view Insert Microsoft publishes an HTML Filter for Microsoft Word that can now be downloaded for free from www microsoft com word After you download it and run the setup program
277. orking That is when you use File Save or File Open you see the DOS directory instead of DOCS OPEN Solution Check WinDraft INI file WDDATA section must have a line that says ODMA 1 2 Output to DOCS OPEN e WinDraft isn t creating DOCS OPEN profiles at all WinDraft Model Document Author s Guide Technical Appendix 31 Solution Check WinDraft INI file WinDraft section must have a line that says Save DMS DOCS Open e attempting to create the profiles an error message says Can t open library LLDOCSOI or something similar Solution The library is not set right in the ini file Adjust the library setting under the DOCSOpen section and try again e In attempting to create the profiles an error message says that it can t validate Client ID Matter ID Attorney Login or Document Type Solution WinDraft will only create a profile if it validates each and every field in the profile against valid information in the DOCS OPEN database There are three possible things to correct 1 The data entered into the data checklist for client matter or attorney ID is incorrect or for some other reason it doesn t match the information in the DOCS OPEN database 2 There is a typographical or other error in the PROFILE command in the model document that is creating the profile entry 3 There is some problem at a technical level with WinDraft INI Call Eidelman Associates for help in troubleshooting This has never h
278. ory WinDraft Programs directory Default practice system on load of WinDraft Whether the user is an author of model documents Whether the document is displayed as it is being created Whether all parts of the document are displayed when WatchAssembly is used Whether WinDraft can automatically saves output documents into document management The full path of a file used by WinDraft for logging purposes The ID of the current user The library used by WinDraft to save documents to if DOCSOut is turned on Whether to support the Client and Matter fields added to DOCS Open when using the Legal industry customization Whether to append a date and time stamp to the docname in the DOCS Open profile The full path of the WinDraft Data Entry program The directory in which WDData looks for scripts Whether WDData should use DOCS Open for opening and saving of files Whether WDData should 22 document management software use ODMA for opening and saving of files lt Practice System gt this example uses paths that might be used in an estate planning system DocDir C WINDRAFT EP SubDir C WINDRAFT EP SUBDOCS WddDir C WINDRAFT EP DATA BMacro BlastOffEstatePlann ing Bfile epdata txt Script EP INT DefTemplate wdfmt dot AltTemplate wdfmtalt dot AltFormat 0 ResetToStyles 1 FileSection ini section if WDDatatitle required your barapp Text company name System List System EP System Esta
279. os b Tech stuff Wwe HTMLHelpUpdate 2 G iniManual ITI textPad e Drag the task bar to a vertical position the left or right side of the screen This is my preferred approach I hated it at first but after a few days I got used to it and like being able to read the full text for each open program or document with about 25 open tasks and files displayed on my XGA laptop screen Having it on the side with start menu at the top is disconcerting at first because you have to go to the top to click start then the bottom to click Programs Istarted using Control Escape instead of clicking Start and it makes it quicker Either way side or multiple rows on the bottom you will probably want to click Autohide on task bar properties This makes the task bar hide when you aren t using it and it pops up when you move the cursor over to that edge of the screen This 1s a must If you have a small screen You use the recommended approach to move the task bar to the top or expand to several rows on the bottom 2 Start Menu I believe that you should be able to run the programs you use most often with one or two mouse clicks Therefore I hate it when programs I use most are buried several layers deep inside for example Start Programs Microsoft Office Microsoft Word you have to do 1s drag and drop shortcuts for your favorite programs onto the Start button or g
280. ou would like to adjust some of these choose the ViewlOptions menu item from WinDraft Checklist This will present a dialog box which looks like this Options General Practice Systems Directories wWinDraft toolbar settings Iw Show WinDraft Editor toolbar Document assembly options v Watch document assembly progress Watch hidden parts of document assembly progress Start WO Data with outline C Expanded f Collapsed WO Data blasts off into Microsoft Ward yi Cancel Sopp Help These checkboxes control WinDraft as follows A WinDraft Toolbar Settings 1 WinDraft Author toolbar This setting decides whether the WinDraft Author Toolbar should be displayed or not Most users should leave this checkbox unchecked unless they are editing model documents See the Author s Guide for more information 2 WinDraft Editing toolbar This setting determines whether the WinDraft Editing Toolbar should be displayed or not Most users should check this if they plan on editing the formatting of their output documents B WinDraft Default Settings 1 Watch document assembly This item determines whether the Watch Document Assembly checkbox in the blast off dialog boxes should be checked by default WinDraft User s Guide 21 2 Watch hidden parts of document assembly If this option is checked then DISPLAY OFF commands are ignored during document assembly Note that this has no effect 1f Watch Asse
281. ovenants F Note Issues General Loan Terms Fixed Interest Rate Floating Based An Index S Monthly Payment Provisions Late Charges Explanation e System Name command This name will display when the user clicks on HelplAbout WinDraft Data Entry This will display a special Copyright notice for the practice system both on the system s title page on the right side of the screen and when the user clicks on HelplAbout WinDraft Data Entry e Comment WinDraft ignores it so that when people read the script they have some audit trail explanatory information e The on screen outline MUST begin with the OUTLINE command followed by Pagel and the text you want displayed next to the icon of a folder at the top of the outline e ach outline heading command line must have the following elements 1 Heading level command will be indented based on number Name of data entry screen PAGE that 1s displayed or printed with this outline heading 3 Text to display or print in the outline heading in quotation marks e There must be an END OUTLINE command after all of the headings Each HEADING must have a matching PAGE and END PAGE with the name of the page exactly matching the name in the heading Between the PAGE and END PAGE commands are the data entry prompts See Authoring Data Entry Screen Page Command Summary for examples e ach script should have a page named default that will be displayed on the right side of the scr
282. ows Explaining SQL is beyond the scope of this document although there are many good references available Briefly however the example above will return 2 columns one with the Key field and one with the full name built from its parts Now we can start using the QUERY in our document Let s show how to change a picklist into a database query without changing much functionality You are probably familiar with the SHORTCHOICE command For example SHORTCHOICE AttorneyNum Attorney Login 1 Jim Eidelman 2 Dan Marcum ENDCHOICE The SHORTCHOICE command takes information in two columns and builds a picklist It displays the second column on the screen and uses the first column for variables It works the same way when you use the database integration If we changed the above to SHORTCHOICE AttorneyNum Attorney Login QUERY People ENDCHOICE then when we run WinDraft with this checklist template it will query the database and pull out a list of people in two columns The first column will be numbers used for the values of the variable and the second column will be displayed on the screen in a picklist Find a PAGE section of your checklist template and add the following SHORTCHOICE Husband Key Husband s name QUERY People ENDCHOICE Start WinDraft Checklist and go to this page When you click on the Husband s name question it should give you a drop list of people fr
283. p WinDraft Checklist 5 Optionally use File Open to load the data from an existing master or client data file to avoid re answering questions that will be the same for this client 6 Answer the onscreen questions and if applicable make the appropriate changes to the data to accord with the new client s information Print the Checklist with the answers you have filled in Under File choose Save As and supply a new data file name Click the Blast Off button and select the documents you wish to create 0 Watch WinDraft assemble and merge the information to create your new personalized document a E p The above steps are also explained in a little more detail in the Quick Start Chapter C Terminology WinDraft User s Guide 3 1 Practice System The practice system contains any group of related legal documents such as all those associated with estate planning wills trusts etc combined with the checklist screens Word Templates and customized blast off macros that support them Practice system set ups can be totally customized to match the needs of the firm or department and can mirror the existing organizational structure 2 Model Document The model document is the master form i e the form from the form book This is the foundation on which your customized documents will be built The model document contains the variables and the instructions for inserting legal clauses See the Author s Guide
284. ple CEri4 c Weston Tres Ag Paste people bry Zabner Jeff ies fi Remove people 5 ffi wind oe Pn Expand node DE na St Collapse node M Ed Living Will ee Agents w Swap Husb Wire while copying f H wil RelToHusb eo Dower z Change the properties of the node in the following dialog box and click on Apply The Node properties menu applies only to roles and documents 9 How to reorganize the tree structure It s possible to rearrange roles and documents in the template by drag amp drop When dragging roles or documents you need to keep the SHIFT key pressed This is to distinguish the Drag and Drop operation on template nodes from the Drag and Drop on people and to avoid accidental rearrangements of the tree structure 6 Summary These are the template operations available for each type of node in the tree Person N A Level N A Role Remove role Role properties Document New role Remove document Document properties Grantor New document Remove grantor 31 Under The Hood Working with EPPeople Role Files 1 WinDraft WDD file Contains answers about the estate plan One per client How the Files Fit Together Under the new system a complete set of data consists of 3 types of data files that talk to each other a EPPeople EP file usually Microsoft Access MDB embedded within the WDD data file Databa
285. practice system directory and name it Blastoff Template TXT The general blastoff which can be used for litigation banking or any other application or the general part of the estate planning interface looks like this To create a Tab like a tab on a file folder simply use a NEWTAB line with a comma between the NEWTAB command and the label text to be displayed on the tab For each document on a tab enter the name of the Word document or template that gets merged when the user selects this item and the text to be displayed to the right of the checkbox for the item Each is in quotation marks and separated by a comma The text 1n the Blastoff Template txt file looks like this note the following example does not exactly correspond to the sample displayed above NEWTAB Additional EP Documents FirmStandardlInvoice dot Firm Standard Invoice to Clients Iraneterhebpref dort Proanerer Letter Blueprint dot Engagement Letter Blueprint NEWTAB Corporate ArticlesOfIncorporation Articles of Incorporation CEC m Note Follow this syntax carefully The program that reads this file is very particular about having the right number of spaces quotation marks in the correct places and so forth For the general blastoff this will provide the complete interface and list of documents Author s Guide WordBASIC Custom Blastoff Dialogs 88 For the estate planning blastoff this will provi
286. processing doc uments this is easv You can cut paste e mail and redline text to vour heart s content Some non word processing Cased systems won t support coordina tion of separate efforts 4 0 eg Good Balance of Powe and Approach Some packages use iF THEN loge to program rules into a Jocument Others a lawver triend lv wav to browse through paragrapns and select the ones vou want o manv this is a religious issue between absolute good and absolute evil The truth is that they are Jirterent tools one a ham mer and one a saw Each lawver will have a different preference and each toot has advantages in different practice areas and firms At their best svstems that utilize F THEN rules are more challenging to create and maintain but chev are worth the trouble These svstems save not just secretary cime but also lawyer time The law is tull ot rules Bv using systems that let program the rules vou can in a small av teach the com puter to think like a lawver For example l beneficidrv is trustee THEN fut in language restricting the trustee s pow ers IF the amount in controversy 65 RES ane aab ed 27 Tips for Document Assembly Rs exceeds 50 000 THEN there is federal jurisdiction Systems that let you put the IF THEN rules right in the text are better than those that hide them from you While actually seeing the logic ta
287. program SetIni exe WinDraft Documentation Additional Documentation and Notes October 12 1999 Personal Pronouns and Other Gender specific Terms A Personal Pronouns as Functions First a user friendly explanation When you want to use a gender specific term you can put in a special kind of WinDratt variable that uses an index number in parentheses to tell WinDraft the gender and number We have preset the numbers with the following settings male 2 female 3 corporation trust or other it 4 plural Sample showing male example 1 2 3 4 male female corporation plural 2 she its son 1 insert after child V ff na ren s 1 make a noun plural 0 1 vS 1 verb s dls S xS 1 possessive Us f s MEM ee 2 All you have to do then is use a variable to represent the number You can put the variable in parentheses with the gender specific term and WinDraft will automatically put the right term in the document without the need for any programming of that specific term For example HeShe Child index Examples Afterborn Children If any Individual other than the Individual s child count identified as my child ren Child Count in Article I claims to be a child of mine one male If my Trustee s Trustee Count in If my Trustee in his trustee and HisHer Trustee Count discretion
288. property Describe the real property DATE The DATE command is similar to the TEXT command except that a drop down calendar is displayed to the right of the control The syntax 1s identical DATE ClosingDate Closing date for loan WinDraft Checklist Author s Guide 60 Closing date for loan 0 1 12 00 Sun Mon Tue Wed Thu Pa 27 gH 299 Ssh 3 4 5 B 11 ab 13 18 13 20 25 26 27 MASKEDTEX MASKEDTEXT command works exactly like TEXT command T except a mask 15 specified for what kind of data will be accepted This is useful for ensuring the user enters phone number currency and other such structured data 1n the desired format MASKEDTEXT VariableName Mask Prompt for user For example MASKEDTEXT PhoneNumber 3 3 4 Enter a phone number Will create the following box Enter a phone number 734 7634 aur and make sure that the user enters the phone number only in the format THHE IHHHE with an optional extension afterwards The pattern for the mask 1s very similar to that used for Pattern Matching in Edit Find in Microsoft Word Mask definition Escapes the following character that 1s treats it as a normal character and not as the beginning of a mask command Forces entry of exactly one character any character m Allows entry of any string of characters of any length containing any character Allows entry of any dig
289. ptimizing WinDraft Performance 3 Troubleshooting If you have any problems please call Eidelman Associates at 734 769 1500 e Different versions of WinDraft are available for Word 6 0 Word 7 0 Office 95 Word 8 0 Office 97 and Word 9 0 Office 2000 e If you are running the system for the first time don t forget to open the Load WinDraft icon or press Control Alt W to load and unload WinDraft If you don t see the toolbar you may need to open the WinDraft tool bar using the dialog under the Tools WinDraft Options menu WinDraft Quick Start Instructions Page 8 WinDraft Expert Document Drafting Software For Microsoft Word Solution Provider 317 South Division Suite 187 Ann Arbor Michigan 48104 734 769 1500 Voice 734 769 1501 Fax support lawtech com www lawtech com WinDraft program macros field programming and Documentation Copyright 1994 2000 Eidelman Associates all rights reserved No part of this publication may be stored in retrieval systems transmitted or reproduced in any way including but not limited to photocopy photograph magnetic or other record without prior agreement and written permission of Eidelman Associates WinDraft and EP Expert are trademarks of Eidelman Associates All other brand and product names are trademarks or registered trademarks of their respective companies Printed 4 5 01 WinDraft User s Guide Table of Contents THE WINDRAFT DOCUME
290. ptions and are not needed for the program to run properly They are created under ViewlOptions The ones for the practice system are required to support the database access The path will differ depending on your setup network or local practice system directory name etc WinDraft ProgDir C Program Files WinDraft WinDraftDir C WinDraft WatchAssembly 1 Author 1 Editor 1 DOCSOpen 0 UserID 45 LogFile C WINDOWS TEMP wdlog txt AlwaysWatch 0 SaveInDMSOn 0 EPXXX System DocDir C WinDraft EPX XX SubDir C WinDraft EPXXX SUBDOCS WddDir C WinDraft EPXXX DATA BFile EPXXX TXT Script EPX XX int DefTemplate C WinDraft EPXXX TEMPLATE WDFMT DOT AltTemplate C WinDraft EPXX X TEMPLATE WDFMTALT DOT AltFormat 0 ResetToStyles 0 ChecklistHelp C WinDraft EPXX X TEMPLATE EPX XX nfo ScriptHelp EPXX X nfo ChecklistHelpURL C WinDraft EPX X X htmlhelp ScriptHelpURL C WinDraft EPXX X htmlhelp ChecklistTemplate C WinDraft EPXX X TEMPLATE EPXX X wdt XII A MDAC Drivers EPPeople requires MDAC 2 5 or higher If it s not there you may get an error message like this when you load a data file 430 class does not support automation Or does not support expected interface Server busy Lawtech program is not responding Click appropriate to activate program and correct problem Eppeople then comes up not populated Authoring Other Mirror Image Functions We added a function to EPPeop
291. r has a FilelPrint menu choice that prints out a basic printout of the people and roles B OUTPUT DATA The EPPeople data is available for you to print out or otherwise use IN TEXT FILE the role data Each time we blast off the system outputs not only Data is output the data for WinDraft to use in the current set of documents but an automatically to a ASCII text file that can be used in any number of different ways tab delimited text The format 1s a tab delimited table with the name of the field at the file that looks like top of each column in the table in the first row this when attached 17 Gees OPP TTE M MEE Tag al al into an Access I ILLIC Lower Fiano Fio iis 4 p TE Bis eir Ferraj mE file Right now it epe ap F ZDE Ahio Adi cos eds goes into the data l D ile Sada Fergunoi see Fagg enn Tadd Ted Alen Ps xa Abr directory and is aeren ja 5an JU Tadd Terri Aubert Fis eg Adan on i F argu pn ETEL Derer F TOF named ti ate Baal FEET Hume V E imane Hep degie Baden Ferara malt client matter txt i arate apri eren pones i 206 Foin Bacon Forka l Ahio Ajil Agil V hop Agent Faj
292. r may come from a database 4 Dates A calendar control may be used for entering dates This looks similar to a dropdown box but it has a box at its left which is checked when the control has been answered Clicking the arrow at the right of the textbox drops down a calendar 5 Buttons Button controls when pressed activate programs written in VBScript or JavaScript There will usually be labels above them indicating what they do drei Di ashe WinDraft User s Guide 12 Advanced Navigation 1 Searching for Questions Often WinDraft is used to design very complex systems and while the outline interface makes it easy to navigate sometimes one forgets where a particular legal option is set WinDraft Checklist includes a full featured Find feature for just these times Press Ctrl F or select Edit Find from the menu Enter the text you want to search for and choose whether you want to look in the information you typed in or in the labels designed by the system author If you are a system author you might also want to search for a variable name WinDraft will remember your selection the next time you bring up the Find dialog Also to repeat your last search press F3 2 Bookmarks If you would like to remember where a particular question is so that you can come back to it later you can use WinDraft s bookmark feature Simply choose Edit Bookmark from the menu type in a name for the bookmark an
293. r the general and estate planning dialogs to read a text file for the information that 1s displayed on the screen You can edit them with Word Notepad or any other editor No ini file settings are required Both text files are placed on the practice system directory such as CAwindrafttNEPFirmName or NAwindraft Reloan New Tabbed Interface for Blastoff Here is the new estate planning blastoff Setting up what documents are associates with each check box are The first tab contains the standard estate set in the EPX X Documents section planning documents of the WinDraft ini file and can easily be changed Like the original one it is very convenient for selecting mirror image documents for husband and wife and inapplicable Estate Planning Blastoff s documents will be grayed out EPDocsTemplate txt You can change the text displayed on the estate planning tab by creating a text file called EPDocsTemplate txt on the practice system directory Here is a sample WPOA Health Care DPOA WDPOA Property DPOA WlivWill Reserved The entry on the left 15 the WinDraftini EPXX Documents setting for the document on that line and the entry on the right 1s the text to be displayed Author s Guide WordBASIC Custom Blastoff Dialogs 87 General Blastoff s BlastoffTemplate txt For the general blastoff macro named BlastoffGeneral or estate planning blastoff BlastoffEstatePlanning simply create a text file on the
294. raft Practice System 1 Create the Skeleton a Run the New System Wizard macro Run WinDratft s New System Wizard macro by selecting the ToolsIMacros menu item in Word Type CreateNewSystem in the text box presented and press the Run button like this Macros El Macro name Run Cancel Step Into Edit ini Create InitBlastOfFDlg Initialize Delete InitializeFirmArr a Organizer Macros in WINDRAFT DOT global template Description WinDraft will prompt you for a short and long name for your system The long name should be descriptive and entered in the manner you want it to appear The short name should be some meaningful abbreviation of this with at most 8 characters and preferably shorter than 8 Author s Guide Overview of Automating Your Own Forms 80 When you have entered these names press the OK button and WinDraft will create a new system for you System Creation Wizard Enter a short name 8 chars or less For Ehe new system SoftLic Enter a descriptive name For the new system Software License Agreements cancel This Wizard automatically creates the system directories INP file settings etc described in more detail in the addendum below It will also automatically copy a sample checklist template and some sample Model Documents to a directory with the name you assigned to the Create New Practice System Wizard and ready for you to add yo
295. ral EPT 33 Client EP files 33 d Technical Notes on Working with the XML MDB files 35 NEW FEATURES NOT YET DOCUMENTED 36 IX WISH LIST 37 X APPENDIX SETUP AND TROUBLESHOOTING 38 A Setup and Architecture 38 l 3 Parts of Setup These may be combined into one or more setup routines 38 a Set up DLL s and registry settings to make the Windows installation compatible with all of tools being used All Microsoft They are latest versions of ADO XML etc 38 b Setup Application files you need to run the EPPeople part of the application They go on Drive C if you are a typical local user and on a network share a shared directory if you are working on a network 38 c Programming or setting up the practice system variables and WinDraft scripting to lock into the EPPeople way of doing it including stylistic and legal drafting issues 38 2 Troubleshooting Temp Blastoff Text Files on Temp Directory 38 a Temp File Output Location 38 b Making your Temp files Visible 39 B Note on Database Connections 40 C Troubleshooting EPPeople Issues Following the data 40 l Database Entries 40 2 The Roles Tree 40 3 Blast off Temp Text Files 4 4 Variables Merged into the Documents 4 D Setup Procedures on Windows 95 and NT 42 E MDAC Drivers 46 XI AUTHORING OTHER MIRROR IMAGE FUNCTIONS 46 XII APPENDIX MORE AUTHORING EXAMPLES 47 A Mill 47 XIII AUTHORING THE EPPEOPLE OUTPUT 48
296. re checklist 1s displayed WinDraft User s Guide 6 To move through the outline either click on the folders and pages on the left side of the screen or use F4 Outline Find Next Unanswered to move to the next unanswered question Ctrl Tab will move the keyboard focus between the left and right side of the screen Tab will move you down to the next question on the screen while Shift Tab will move you back to the previous question Ctrl gt will move you to the next page on the outline while Ctrl lt will move you back to the previous page There are three symbols that are used to facilitate the viewing of the outline They are also indented and connected by lines to show their relationships Closed Folder There are sub levels that are closed You can open them by clicking the mouse on the folder by pressing the key on the numeric key pad or by using the mouse to click on the button on the tool bar Opened Folder This level of the outline is open so that you can see the screens or sub folders contained within this folder You can close it if you wish by clicking on the folder or by using the key on the keypad or clicking the mouse on the button on the tool bar Page of Paper Data entry screens are locations into which the user inputs client information in response to WinDraft s questions A data entry screen will be displayed on the right side of the screen when this item is selected
297. re on your computer Call and ask for free samples and reports ADVOCATE SOFTWARE PC ECONOMIST SERIES PERSONAL INJURY WRONGFUL TERMINATION STRUCTURED SETTLEMENT ECONOMIST ECONOMIST ECONOMIST PtEconomist For Windows 5299 WT Economist For Windows 245 Structured Settiement Econ 195 Also Available Purchased w Pi Economist 125 Purchased w P Economist 125 Wrongtui Death For DOS FREE DEMO DISKETTES Order any or aif without obligation __ And lor Windows 60 DAY MONEY BACK GUARANTEE Order immediately for use with existing cases use VISA MC AE INTELLIGENT SOFTWARE FOR ATTORNEYS SINCE 1986 1208 ROCKLEDCE LANE SUITE 8 WALNUT CREEK 94595 CIRCLE 26 ON REACTION CARD 27 Tips for Document should be initialed and dated by rhe lawyer who is the system manager The system manager must track changes in the law and take responsibility for the system being legally correct Just like the law and the firm the svstem is never done and is always changing vou don t maintain the system it will become brittle and people will stop using it The Bottom Line 9 2 Don t Charge bv the Hour Spending monev and time to create a system that lets vou do more work in less time is well worth it if you can charge on a flat rate or for results It s counterproductive if vou are going to charge bv the actual time spent Change your retainer agreements so that vou are doing it in an ethical
298. ren so if your firm as implemented a system that handles these you can also use step son and step daughter At least for the clients be sure to enter state Enter state abbreviation in the ST field and the state spelled out in the State field The rest of the fields are optional Of course you should enter any fields that are needed in your practice systems If addresses are needed in your firm s documents be sure to enter them See the full EPPeople User Manual for more information on entering these fields and how they are used 5 When you are done click Close ASSIGN ROLES USING DRAG AND DROP INTERFACE If you are in the WinDraft checklist interface click on the Assign Roles button on the People section of the outline Use EPPeople ta edit the cast of characters in the database and assign roles drag and drop people to document roles Cast of Characters If you are in EPPeople already from having entered the people simply begin dragging and dropping people from the list on the right side to the roles on the left side If you can t see the documents and all of their roles click on them and they open up Or click on a node then click EditlExpand Node on the menu a Drag and Drop Start with the Husband s documents Click on a person on the right drag him or her onto the role on the left and release the mouse button to drop the person on the role You may have to first dou
299. return and formatting information for the first paragraph will be lost Consequently the resulting paragraph will assume the attributes of what used to be the second paragraph This is not what the user generally expects C How WinDraft Handles Paragraph Attributes When Merging WinDraftt s effects on paragraph formatting when merging model documents can be summed up in the following two rules which correspond in a sense to the two rules of the preceding section 1 FORMATTING IS EXTENDED WHEN PARAGRAPHS COMBINE Returns After Closing Brackets May Migrate In merging WinDraft deletes hard returns that come immediately after the closing brackets of commands that don t insert text such as SET IF ENDIF STATUS etc If in so doing WinDraft combines two paragraphs of text then formatting information will be copied from the deleted return to the next one as described in Rule 1 of the previous section This will make the second paragraph take on the attributes of the first If on the other hand a bracketed WinDraft command begins and ends on a line by itself then there is no text to combine the hard return immediately after the bracket will not migrate and its formatting will be lost These different situations are illustrated in the following example For clarity spaces in the model document are shown as dots like this and hard returns are shown as J This is how they appear in Word when you press the J button or choo
300. ri ager Fae m T Todi Torin 4 ba Ala aw Apri i Prem 2 Zn Eni Apri rmn V n Lares iere rigid er HIP Da Agent 1 Bereeri i Ferguarn Rags Hager Fegi rali HOP C Agent 3 SDE Agel Surana V E usar leg Ls id Sent 206 Ferguson Fargo 4 TT E 2 Pein i nie Ajil Busara k S usse ani Ela icf der ud ER Peman i AG Sinai wil PR ZU Fongacon Tadd Toad dun Pog E wa Trustee Paman Ferguson Sadan Ferg ve vi l rete Agil Agil Gizir 5 ete wet werdi Cara ri sri Pagari Tadd Tori Alen Po vg Alai vei ign rb ar l Bergen l JD5 ree all Spel S scare V TE verius pz pafe Ey iad gd md cid wd nre ara md ad co AE ot ceo ad P III TIE C MICROSOFT ACCESS REPORT E eb Dor dee in WIZARD _ oce 0 Sample Access i mm nie Report Created Grantor husb with a few mouse ocumert FDPOA clicks in the report Rae Wizard Tel Aan Faron gni Agri bape HDPOA Augus Had corer Hav othard Feo Lanai j Emy 5 5 1 8 oO x 18 The above was created with a report Wizard that Which Fields do you want on your report looked like the You can choose From more than one table or query next few screens
301. rmatting WlivWill Reserved v Watch Assembly Save in Document Management The entry on the left 1S the ae WinDraftini EPXX Documents setting for the document on that line and the entry on the right 15 the text to be displayed The text file can contain two kinds of entries check boxes and tabs This allows you to create a tabbed interface that has any documents listed on any tabs as you choose and to display any text you want Limitations No IF THEN logic is supported no graying out of entries and each document entry including text that is a label has a check box next to it Also no remarks are allowed B General Blastoff s BlastoffTemplate txt For the general blastoff macro named BlastoffGeneral or estate planning blastoff BlastoffEstatePlanning simply create a text file on the practice system directory and name it BlastoffTemplate TXT The general blastoff which can be used for litigation banking or any other application or the general part of the estate planning interface looks like this Estate Planning Additional Documents To create Tab like a tab a folder EI transfer Letter h simply use a NEWTAB line with a Engagement Letter Blueprint comma between the NEWTAB command and the label text to be displayed on the tab For each document on a tab enter the name of the Word document or template that gets merged when the user selects this WinDraft settings item a
302. rs will find enjoyable to use inDraft is a remark able new document drafting engine that can help you create first drafts of complex documents in minutes The program is easy to use and offers a number of features not found in other programs In addi tion it is particularly adaptable to changes in the law The latter is attributable to the fact that WinDraft was created by James Eidelman a well known lawyer and consultant who is widely considered a pioneer in the use of computer technology in the legal community WinDraft was first pub licly demonstrated this past March at the Document Assembly Shoot out at the ABA TECHSHOW in Chicago and was very wellreceived The program is an add on to Microsoft Word for Windows and is tightly integrated in the Windows environment WordPerfect version is reportedly expected soon The program is also compatible with most document management systems Turn to page 2 By Barry L Brickner Editor Windows word processing documents without making an interim file Miriam N Jacobson from Phila delphia read my column and wrote to me describing a method for cutting and pasting between DOS and Windows programs Miriam wrote that there are some DOS programs that do not permit use of the Windows clip board unless you actually go in and open the clipboard She has how ever been able in most cases to easi ly mark cut and paste from DOS progra
303. rts to the CHOICE command 1 The first line contains the CHOICE command followed by the name of the variable assigned to the question that is being answered and the prompt to the user for the question as a whole 2 The middle section contains one line for each radio button you want to be displayed Each line contains two text strings in quotes The first 1s the WinDraft Checklist Author s Guide 63 answer that will be assigned to the variable if that button is pressed and the second is the prompt that is displayed next to the button You can have as many buttons as you wish 3 The last line is the END CHOICE which is used to tell WinDraft to close this set of buttons The END is required The word CHOICE is optional but recommended for clarity Here is a generalized example CHOICE VariableName Prompt for question as a whole Answerl Prompt for first button Answer2 Prompt for second button Answer3 Prompt for third button END CHOICE WinDraft doesn t care whether you use tabs or spaces or how many of them to format the answers However it is recommended that you indent the answers within the CHOICE END CHOICE to make them easier to read There are several variants of the CHOICE command SHORT CHOICE EDITCHOICE The SHORTCHOICE and EDITCHOICE commands have the same syntax as the CHOICE command Instead of displaying in a set of radio buttons however these commands give a drop down list
304. s Radio Buttons and Dropdowns Radio buttons are used for multiple choice options Only one option can be selected If one choice is already selected click on another to de select the first choice run rara Paver ado C Bbactued selfierneni If the question is unanswered no button will be selected they will all be white For questions which have more choices than are convenient to display in the radio button format dropdown lists are used A drop down box 15 similar to radio buttons in that it offers a choice of one item from among many alternatives It differs however by taking up much less screen real estate when not in use To make the indicated selection press the drop WinDraft User s Guide 11 down button use the scroll bar to bring your answer in view and click on the answer If the question 1s unanswered the drop down box is empty like an unanswered long text box Parents Resident Siate reg Mi niens Own Kansas Kentucky Lnuisimna There two types of drop down boxes supported in WinDraft One that limits your choice to the items in the drop down list and one that allows you to either make a selection from the list or type in text of your own The latter acts like a textbox when you tab to it but gives an arrow at the right that you can click to fill in a predetermined choice Dropdown lists may be specified 1n advance by the author of your practice system o
305. s make changes to ini files and registry settings and contain IF Then logic It is great for installing and updating files on the network or on a user s laptop InstallShield now has an easy to use competitor and Microsoft has just released a free installation that we haven t tried yet http msdn microsoft com vstudio downloads vsi default asp Note that it doesn t support custom dialogs or running of scripts at the end of the setup 6 Setlni exe Public domain An old DOS program that I couldn t find anywhere on the Web but I found a copy on an old backup It is a command line program usually called from a batch file that adds deletes and edits ini file settings 18 WinDraft Model Document Command Summary variable or expression Fills 1n the blank I GrantorName hereby IF ENDIF Rules for logic IF FractionOfResidue Yes IF ELSE ENDIF Fraction of residue formula goes here IF ELSEIF PecuniaryFormula Yes ELSEIF Pecuniary Formula goes here ELSE ELSE ENDIF Something else goes here ENDIF INCLUDE Incorporates another document equivalent to calling a subroutine in INCLUDE TRPOWERS DOC programming SET GrantorHeShe Programming Comment computer ignores what follows JAEprogrammingmote thisisanote LOG Outputs an entry to a user defined billing or other log file LOG Timeslip log JAE 12 2 95 JonesCorp 0029 2 5 Drafted
306. s JOHN SMITH LC Variable 2 LC PlaintiffsName 2 The LC function converts the specified variable or expression to lower case The example will cause the plaintiff s name to appear in the merged document as john smith Author s Guide Model Documents 27 INITIAL CASE IC Variable PROPER CASE LEFT RIGHT C REFERENCE FIELD D MAIL MERGE 2 IC PlaintiffsName The IC function capitalizes the first letter of a sentence and leaves the rest alone The example would come into the document after IC as John smith 2 PC Variable 2 PC PlaintiffsName The PC function capitalizes the first letter of each word and converts the rest to lower case The example will cause the plaintiff s name to appear in the merged document as John Smith LEFT and RIGHT to break up strings 77 LEFT State 1 The LEFT function returns the first several letters of the input expression For example LEFT Michigan 1 would return LEFT Michigan 2 would return and so forth RIGHT State 1 The RIGHT function returns the last several letters of the input expression For example RIGHT 100 000 1 would return 0 REF to Read a Word BookmarkField REF Field SET GrantorHeShe REF GrantorHeShe The REF function looks up an expression given as a Word bookmark and returns the text of the bookmark If there was a Microsoft field command in the
307. s Loan Agreement is entered into by Lender and Borrower on the DateOfAgreement It will be interpreted under the laws of the State of ChoiceOfLaw NAMING When naming variables it is very helpful to choose names that are descriptive VARIABLES For example if you are creating a variable to represent the number of directors USE LONG of a corporation use name like VumberOfDirectors Since spaces cannot VARIABLE be used separate the words in the variable name by using capital letters NAMES FOR CLARITY NumberOfDirectors Again note that there are no spaces between words For ease of reading a capital letter is used to signal the beginning of each new word After you have programmed the model document you will use these exact same variable names to program the checklist template the data entry program that asks the user all the various client and legal questions that are needed to draft the relevant document or set of documents Checklist Template programming is very similar to Model Document programming and is explained in the Checklist Template Programming Guide PERSONAL 1 naming personal pronoun variables use names that make it easy to PRONOUNS _ Junderstand the Model Document HeShe may act in HisHer discretion as seems best to HimHer Personal pronouns and verb tenses can also be handled using Word fields For examples see the Model Document s for the Babysitting and Estate Planning demonstration programs
308. s a directory display of 2 of the files in my temp directory in my jae nt5 login profile 2KB Text Document 12 9 2000 7 50 Text Document 12 9 2000 7 50 The temp directory can be obtained programmatically from a Windows System Object in VB Windows API in VB or C and in batch files using the TMP or TEMP environment variable b Making your Temp files Visible Q I can t find the temp files even by searching my entire hard disk Am I in the twilight zone A No you aren t in the twilight zone The files are hidden from your display If you want to go under the hood and look at the temporary blastoff files and you can t find them I have found that on a Win 2K machine and some other environments searching for the temp files and trying to find them by navigating the documents and settings folder that contains the profile comes up blank and I ve gotten very frustrated that I knew they were there but couldn t find them The trick is that you have change your file settings because they are hidden away Change them on the ToolslFolder Options menu Vira Fad va m Seu cry dici prs biba kc Has _ Pies and aiuti Bess k den ph E hald abban sar baz ard L Fees E Tero Ba
309. s data entry scripts and used a int suffix This usage WinDraft Checklist Author s Guide 52 became confusing when ActiveScript support was added to WDData so in later versions we renamed these to WinDraft Checklist Templates which use a wdt extension These are not to be confused with WinDraft Active Script files which use a wds extension If you see any references to scripting that don t seem to be referring to VBScript or JavaScript it is probably a result of this name change The Visual Outline THE VISUAL J To provide an overview of the legal document enabling the user to see the big picture the left side of the data entry screen is organized as an outline OUTLINE lt gt Loan Agreements B Global Information Basic Issues Lender s Information A Borrower s Information Loan Information EN Loan amp greement Issues E Loan Background Information 8 Terms ofthe Loan EB Negative Covenants Note Issues RB General Loan Terms ased On An Index when will the rate change C As Index Rate Changes w OnaMonthhy Basis The reference rate of interest will be Wall St Journal Prime Rate Bank Of Springfield Base Rate C First Springfield Base Rate C Bank Of America Reference Rate What is the margin for the interest rate To create your own checklist template and outline modify one of the demo checklist templates and or use the Create New System
310. s text that 1s included in the document only if the first 15 true IF EarningInterestOnSecurityDeposit Y This is text that 1s included only if both IF statements are true ENDIF This closes the inner IF clause ENDIF This closes the outer IF clause Author s Guide Model Documents 14 By using this technique it 1s fairly easy for the document programmer to understand the flow of the logic Note When commands and model text are interspersed as in the previous example it is easy to end up with tabs spaces or hard returns where you don t want them To avoid this see the section entitled B Proper Placement of Brackets on page 41 WinDraft completely disregards all formatting tabs returns and spaces as well as italicized bold or underlined text within brackets In addition it is important to realize that MS Word uses the paragraph formatting that is applied to the end of the paragraph as the formatting for the entire paragraph as explained in the section entitled B MS Word Paragraph Attributes and Hard Returns on page 37 below IF Statements WinDraft lets you teach your documents to think like a lawyer When a lawyer drafts a document he or she must think through a number of RULES IF the corporation is a Subchapter S corporation THEN insert a resolution selecting Subchapter S IF there are two or more classes of stock THEN Subchapter S is not a valid election IF there 1s only
311. se ToolslOptions View and check Spaces and Paragraph Returns under Non printing Characters This result does not apply to text in tables In that context deleting a hard return produces the result given in the second paragraph Author s Guide Model Documents 38 The first line of normal text in the example model document gets added to the heading in the merged document because the hard return at the end of the heading migrates Similarly the first bulleted item gets added to the second line of normal text when the return on the line after apples migrates Notice that the entire paragraph gets indented because that was an attribute associated with the migrating return The return on the line after pears does not migrate because that SET command begins and ends on a line by itself Finally the return on the next to last line does not migrate because it 1s separated by a space from the closing bracket of the comment Model Document Merged Document A Centered Heading this return will migrate gt A Centered Heading This is normal text This is normal text J Here is more normal text This is an item on a Here is more normal text bulleted list SET fruit apples More normal text 19 Another bulleted item This is an item on a bulleted list SET fruit pears H More normal text this return will nof migrate because of the space preceding it e Another bulleted item 2 Returns W
312. se file that contains information about people clients XML file that contains the matters You don t need Access links between documents to work with these files roles and people The links to people point to records in the database file About XML XML Extensible Markup Language is a format for data that is taking the computing world and the Internet by storm It is a hierarchical format like an outline that stores data in an ASCII text file that you can edit with Notepad Word or specialized editors like XMLSpy and EditML What s so good about XML 15 that it is a format that unlike most other formats 1t can be read both by humans and by computers See Get Up to Speed with XML http www xmlmag com upload free features xml 1999 01win99 bfwin99 bfwin99 asp and Why I like XML http www xmlmag com upload free features xml 2000 04fal00 d w0004 dw0004 asp Also see www xml org EPPeople stores information about the fiduciary roles and other roles in an XML format 2 b General If you want to change the grantor documents or roles in a client data file or a template for a new one it s easy Just right click on the grantor document or role then click Template and select the appropriate action For single people there are template files called ManOnly EPT and WomanOnly EPT When you create a new data file the system creates a new file that defines the documents rol
313. self or the documentation We believe that this manual and the combination of the examples we have set up for your practice system will be sufficient to allow both users and WinDraft System Authors to work effectively with the program If there are items that are new enough that they haven t been documented we apologize and thank you for working with us as we add new features We believe that it is better to use our latest tested work than programming with an older version even if the documentation isn t yet complete Eidelman Associates 2001 Why EPPeople EPPeople solves a difficult document programming problem In the past it has been extremely complex and tedious to program fiduciaries for estate planning documents especially when mirror image documents for Husband and Wife are required In programming estate planning documents half of the battle is dealing with people and their roles in the different documents Simply stated it is complicated to a degree that far exceeds the amount of effort it takes to solve the problem one project at a time Database designers speak of many to many relationships and here we have many to many to many to many to many There are husbands and wives each of whom have many documents each of which have many fiduciary roles each of which can have an array of people associated with them many successors and at each level of succession there can be one or more co fiduciaries
314. ss data from more than one source In the case above for example information about the lender might change less often than borrower data It might make sense therefore to leave lender questions out of the main loan data entry template and put them into their own checklist template instead DOCTITLE DOCTITLE Text DOCTITLE Promissory Note This command is used to tell the user which document WinDraft is merging on the screen It should be placed at the beginning of the document and can be helpful when a user chooses to create a long list of documents and wishes to see which one is currently being produced The example above created the heading on the dialog box shown below Author s Guide Model Documents 22 Promissory Note WinDraft WinLiraft version 2 0 Copyright 1994 1996 Eidelman Associates Holmes Brandeis and Smith LLP Corporate Practice Group BO User License Inserting Interest Frovisians C PROGRESS PROGRESS PROGRESS number PROGRESS 11 The PROGRESS command updates the thermometer bar in the WinDraft dialog box This should be followed by a numeric constant In the example PROGRESS 11 indicates that the document merging process is 11 complete This command is optional It should be placed at the appropriate point in the Model Document to show how far along WinDraft 1s in merging the document Be sure that the numbers in the PROGRESS statements increase as you
315. stems can reap the benerits of higher etfective hourly rates faster turnaround time to clients and consistency and qualiry in all their documents Successtul Jocument assembly systems allow attorneys to focus on the creative personal and tun parts of practicing law letting the computer do the cutting and pasting Unrortunately stories about failed document assembly projects are legendary and anyone who has tried developing a system has learned too many lessons the hard way The dev 64 elopment ot document assembiv astems can become a black hole When che system finally gers finished if ic ts not flexible and user friendly it will tall into disuse as the law and needs or the firm change or as the people who developed the system move on to other projects The following tips are based on hard lessons learned It followed they should lead to the successtul completion and implementation a maintainable svstem that attornevs and statf rely on and use profitably Whether you use Word WordPerfect or Word Pro and whether vou use WinDratt HotDoecs Scrivener Power TXT General Counsel ExperText or Worktorm these general principles sl help Two veterans of document drafting system creation share their insight in hopes of making your future undertaking as painless as possible Managing the Project 1 Get Evervone Involved Ir vou practice in a group make sure chat evervone teels thar the svstem is partly
316. t DBCTITLE NameOtLoanAgreen Tev5LDG SigningLity LOG _ SigningS tate FIELD LoanlsPayableO This will insert IF NOT LoanType Midmarket Author s Guide Model Documents 36 XVI Understanding Formatting in MS Word and WinDraft A How MS Word Defines Paragraphs WHAT IS AN As you enter text MS Word will wrap at the ends of lines so that the text MS WORD will continue on the next line rather than run beyond the right margin Each PARAGRAPH such line is terminated with a soft return that brings the editing point back to the left margin It is called soft because it will move around in the text if the margins are changed or words are inserted upstream Pressing the Enter key on the other hand produces a hard return or paragraph return that also brings the editing point back to the left margin but does not occur only at the right margin and will not disappear if the margins or the preceding text are changed Two consecutive hard returns or a soft return followed by a hard return will produce a blank line A paragraph in MS Word is all the text between two hard returns or between the start of a word document and the first hard return A paragraph in the usual sense is composed of sentences is generally followed by a blank line and often has its first word indented A paragraph in the MS Word sense need have none of these features For example the following lines War is hell War is War W 1
317. t ACTIVESCRIPT PerlScript If no argument is given then WinDraft defaults to using VBScript The script file 15 loaded from the same path an filename as the checklist template but with an extension of wds For example if your checklist template 1s C Program Files WinDraft Babysit Babysit wdt then an ACTIVESCRIPT line will load a VBScript file from CAProgram Files WinDraft Babysit Babysit wds See the section on Active Scripting for more information DEFINITIONS DEFINITIONS section while not a command itself groups a number of section other commands together It is similar to the PAGE and OUTLINE sections but takes different command described below DEFINITIONS VARIABLE VariableForScripting WinDraft Checklist Author s Guide 72 VARIABLE DATASOURCE QUERY DATASOURCE WDPeople DSN WDPeople QUERY People WDPeople SELECT Key FirstName amp amp MI amp lt amp LastName FROM Persons ORDER BY LastName END DEFINITIONS The VARIABLE command goes in the DEFINITIONS section It defines a variable and ensures it never gets marked disabled for blastoff This is useful if you have VB or JavaScript code which manipulates one or more variables If you have variables which are not declared with the VARIABLE command and which are not associated with an enabled not grayed out control on some page of your outline then they will be given the value DISABLED on blastoff The DATASOURCE command
318. t Word Author s Guide Model Documents 2 lll How to Use This Manual This manual should be used for programming new WinDraft Model Documents or for altering existing ones The WinDraft Model Document Command Summary which is located in the inside pocket of the binder contains a quick one page reference list of nearly all of the WinDraft programming commands 7f are in a hurry skip this section of the manual and study just the demonstration samples with the command summary in hand Programming the WinDraft data entry screen checklists is described in the second half of this tab in a section entitled the WinDraft Checklist Template Author s Guide Be sure to review that section as well because the programming of Model Documents and data entry screens 15 a joint process WinDraftt also contains a Create New System Wizard that will automatically create a starter system that produces the directories INI file settings starter checklist templates and model documents for your new system Using this wizard should be the first thing you do when you want to create a new system Persons new to programming should read the next three sections Concepts and Terminology through VI Working with Variables before attempting to program documents Experienced programmers should browse the earlier sections and use the Model Document Command Summary and the examples as a programming guide This chapter uses the follow
319. t closes the file so that WinDraft can run it Be sure to use this button to save and close your checklist template files Do not save your files with the standard FilelSave or Save As Instead click on this button and your work will be done for you If checklist template changes you are making are not appearing in your data entry screen when you are running WinDraft it is probable that you are forgetting to use this button to save your checklist template 1n text format Basic Checklist template Command Language This section describes the entire list of WinDraft checklist template or data entry screen programming commands that are used between PAGE and END PAGE to create one data entry screen The important note 1s that WinDraft checklist template programming commands need not be enclosed in brackets As a matter of clarity we recommend you type all WinDraft checklist template commands in CAPITAL LETTERS This makes the commands easy to pick out from variables and other text A Asking Questions with WinDraft WinDraft asks the user for client and legal information with four main commands TEXT Y ESNO CHOICE and CODE These their variants and the other WinDraft data entry commands will be discussed below The variable name used in the commands must exactly match the variable name used in the Model Document When WinDraft merges the document it will pull the answer from the data entry screen and insert 1 wherever it sees this variable
320. t Data Same but with blanks for the data 4 Variables This option prints all the variable names and their values the answers This 1s useful for debugging a new practice system 5 Outline Without Data This option prints a blank outline for use by lawyers who are not on the system Computer phobic lawyers also can use WinDraft on paper while their secretaries input the data on screen B Printing the Final Document After it is merged the customized document can be printed by selecting Print and carrying out the same steps you follow to print any Word document Vill Sharing Information With Other Users A Emailing WinDraft Data To email the document you have open to another user go to the File Send menu item A new message will come up in your email program with the current data file attached Fill out the To and Cc fields edit the message to explain why you are sending the document and send it normally B Emailing the Final Document After it is merged the customized document can be emailed to another user by going to File Send To and carrying out the same steps as used to email any other Word document WinDraft User s Guide 21 WinDraft User s Guide 22 IX Formatting in Word A Styles and Templates The Concept When WinDraft creates a new document it attaches a DOT file and will use formatting based on styles in that DOT file See your Microsoft Word documentation for more informatio
321. t a color printer The attorneys will appreciate reading hard copies ot documents that have the pro gramming commands in color as much as the author will appreciate working with color on tne screen 17 7 Redline Your Documents Use redlining tools eariy and often to compare a different client documents to spot special clauses chat have been used under different fact patterns b versions of vour programmed model documents and c documents that the system has dratted Both WordPerfect d Word have excellent tools to com pare ditferenr versions ar documents DocuComp and ComraRite are even better Using these redlining fea tures will help catch errors improve logic and capture custom changes vou ve made tor clients Staffing 20 Use the Team Approach Don t have vour lawvers doing secretari al work and don t have your secretaries doing legal work The team approach works and is the only way to have a suc cesstul implementation Use other lawyers and support statt to help do the parts vou aren t good at and test the svs tem with difterent sets ot data June July 1986 LAW OFFICE COMPUTING Prin on a Color Printer If Maran ou e Rede t ne Documentation 1 2 Put The System in a Three Ring Binder When you start the pro ject create a binder with plenty of dividers and keep it up to date with printouts of data data entry screens model documents rules f
322. t also seamlessly integrates with DOCS Open Soft Solutions iManage and other document management software Finally WinDraft can also keep logs of its work and automatically create billing and calendar entries WinDraft User s Guide 1 The Concepts Behind WinDraft WinDratt allows lawyers secretaries and paralegals to have powerful tools at their fingertips to draft standard documents of all types This is done through a combination of e Advanced features of Microsoft Word and e WinDraft our document assembly engine for Word WinDratt is designed to feel like an add in to Word rather than a separate program so anyone that understands Word also understands WinDraft The concept behind WinDraft 1s to place the expertise and accumulated knowledge of a firm at the hands of all attorneys and staff to maximize their efficiency when drafting documents WinDraft codifies the attorney s decision making logic so that even a non expert can produce the very same work product The system allows a lawyer to leverage his or her knowledge as well as time To make WinDraft lawyer friendly the model documents resemble legal documents rather than computer programs All complex functions can be hidden in subroutines and the model document is basically a legal form with optional items marked and encased in brackets with easy to understand notes as to what should be inserted and when Effectively employing WinDraft requires legal knowledge not c
323. t data entry screen The term checklist template is used to refer to the programming used to create the WinDraft Checklist the visual outline that asks the user the appropriate legal and client questions This manual uses the following layout WinDraft Checklist Author s Guide 50 Examples are preceded by bullets and follow the discussion of a command DP Variables Items in italics are variable names Commands Items in bold are the example checklist template commands Checklist programming differs from Model Document programming in the following significant ways 1 unlike Model Documents programming Checklist does not require that variables and commands be in brackets also 2 Checklist programming requires that each command be put on its own line whereas Model Documents allows you to put a command on multiple lines as long as the command begins and ends with a bracket WinDraft Checklist Author s Guide 51 IIl Concepts and Terminology Checklists A checklist is the WinDraft user interface for the data entry screen On the computer screen WinDraft displays a checklist as an outline on the left side of the screen and a dynamic data entry screen on the right side It uses standard Windows interface elements text boxes radio buttons and check boxes On paper WinDraft prints the outline with headings indented and underlined and the data entry screens appear just as they do on screen This a
324. t e Dore tud dues 1 B Using WinDraft Settings and Commands to Increase Speed 1 C Computer Setup Options to Enhance 88 2 ll Appendix Installing WinDraft 2 Ac Howto Install Wm DETE Si docuisti Gee e unm en clt e OU bte hae 2 b Network IntroduettOfi cuc esteri dete sedula Qon ue lea tenes 3 1 Backeround 3nd cca iei 3 2i Desktop WSC rarose op O ded 4 ox Lap op 5 As 5 2 Alternate Test DIFeetOLIe S tup 5 C Manual Steps for Special Situations eese 5 D Network Installation of WinDraft Setting up each user sss 6 Iz AMO GUNS PODES occid oso taste cen selon escent 6 Ze Jypical a 7 3 Completing the Network Installation 0 0 0 cccccccccssssssseeeeeceeeeaeeeeseeeeeeeeeeeaas 7 4 Batch Files to Copy Needed Individual Files eee 7 Ex B00101 0 Cc a 67015 Was 8 ls jErrors while CUMMING SEU od sits vasa eae eee 8 Ill Appendix Component Parts of WinDraft 9 Ae WODI ae Md 9 B WODO O
325. t files to the WinDraft directory and subdirectories e Uncompress and copy the WDLoad DOT global add in to the WinWord startup directory e Uncompress and copy formatting and style templates wdfmt dot wdfmtalt dot e Create WinDraft ini with appropriate settings in the Windows directory B Network Setup Introduction 1 Background and issues The various components of WinDraft can be located on any hard drives the PC can access WinDraft Model Document Author s Guide Technical Appendix 3 The default is to install everything except the WinDraft ini and a couple of Word templates c windraft with further subdirectories for each practice system and further subdirectories for subdocs data and htmlhelp like this C windraft C windraft litigation C windraft litigation data C windraft litigation subdocs C windraft litigation HTMLhelp If you want you can replace the above with any drive letter you want and for that matter you can use other directory names as well 2 Desktop Users In general we follow the network philosophy that given that there are no performance problems itis generally better to have both hardware and software on the network This makes it easier to update manage support and backup If you copy things do the local drive they run faster but the files need to be updated each time there is a change At the beginning we usually install to Drive C just to get people started
326. t saves the time of re typing and re drafting stock phrases The loaded document needs to be edited variables must be added for text that potentially changes for each client and optional text must also be identified HOW TO The language or formatting of a Model Document can be edited saved CHANGE and manipulated in the same way as any Word document No special PLAIN TEXT WinDraft steps or skills are needed Simply use Word to edit the model change the text to fit your needs and save the document with the same name As you edit be sure not to delete or change any of the COMMANDS or Variables or delete any of the brackets A Variables ADDING After typing in your general form or loading a form from your hard drive the VARIABLES step is to locate document text that varies with the client or situation and TO THE replace it with WinDraft variables Simply give the variable a clear name MODEL place it in brackets and type over the old document text The variable name DOCUMENT fin brackets must exactly match the variable name that will later be used during checklist template data entry screen programming To illustrate an old document might read Author s Guide Model Documents 9 This Loan Agreement is entered into by John Smith and Jane Taylor on the 10th day of April 1995 It will be interpreted under the laws of the State of Michigan The programmed Model Document will read Thi
327. t the author subject title and description to the Word Document Summary If you use DOCS OPEN the profile information will automatically fill out the DOCS profile These automatic document summaries will make your documents easier to retrieve and manage You can access this summary information from Word in different ways depending on which version you are using In Word 6 0 you may select FilelSummary Info to obtain information on the current file or you may choose FilelFind File Using FilelFind File you can search for documents by author client matter number document type name and description comments Here is what you will see if you use FilelFind File in Word 6 0 to search with the Summary view turned on WinDraft User s Guide 17 In Word 7 0 and later if you want to see the summary information for the file currently open choose FilelProperties and then click on the Summary tab to get the following view Forti T ruast doc Inevoceble Trust of Bill Smith Type FestTaDig Coringent Martel GST Marital Trust OT On the other hand in Word 7 0 and later you may also select FilelOpen Highlight the file of interest and if you click on the Properties button in the upper right you will see the summary properties displayed in the right hand panel as shown in the following figure WinDraft User s Guide 18 pen Look in Outpeut rri doc William Erith Trust arti ESTP
328. t your client s needs Start with a data file that is already full of data In normal operation you will never select FilelNew in the data entry screens Rather you will start with a pre answered data file then SavelAs using a different name The file you open should be the one that comes closest to matching the needs of your client It can either be a standard answer file for the firm or it can be one created for another client whose needs are the same as your current client 54 These will be well organized using DOCS Open but for now it is up to the firm to organize and name these data files With DOCS the system can be set up to automatically only show documents that satisfy a certain search request when you run FilelOpen In this way FilelOpen will only list the sub set of data files of interest to you Entering Fiduciaries Free text format for fiduciaries When entering fiduciaries in a list enter complete information including if you want any descriptive information such as the person s relationship and or city If you want the name in all caps you must format it that way here e All Initial fiduciaries are all listed in the first box and successors begin with box number 2 If there are co fiduciaries enter them in the same field e If there are co fiducaries be sure to put or the survivor of them or the equivalent after their names e The system is not programmed for special provisions e g if one co does
329. tabase By default it s an Access 2000 MDB file Jet 4 0 but it could also be Access 97 SQL Server or others Entering the People 1 Architecture and Benefits The people are stored in a database table This has several advantages Easy to enter the data Enter each person s information just once e Use the data for other purposes such as marketing conflicts of interest searching and matter management e Compatible with other databases the firm uses The data 1s typically stored in Access or SQL Server tables Working with the EPPeople exe Program In normal use the program will be accessed using the first method described below as an ActiveX program called from within WinDraft s Wddata exe checklist EPPeople can be accessed in two ways A EPPeople Automatically Linked to the WinDraft Checklist EPPeople exe is an ActiveX component in the Microsoft COM architecture See www microsoft com com COM stands for Component Object Model and is an architecture by which one application can talk to another application programmatically WinDratt through its VBScript interface WinDraft 4 0 and later and EPPeople both support COM and can talk to each other programmatically That 15 WinDraft events button clicks blastoff etc can launch a VBScript subroutine that tells EPPeople what to do and vice versa The WinDraft practice system checklist now has automatic events and buttons on the WinDraft checklist t
330. tabase integration can hinder this tlexictlicv Don t try it unless vou want to change vour career trom practicing law to computer programming There are exceptions such as looking up lim ited data in an existing tirm developing commercial applications weth a professional programmer inte grating relatively simple documents with an existing case management database etc Choosing Software 9 Pick a Word Processing Based System Pick a program that works with vour word processor This prevents you trom having to learn new function keys and eliminates wast ed time importing exporting and deal ing with ditterences between the way the document assembly sottware works and how vour word processor works A word processing add in is much easier to learn and maintain More impor cantly it lets attorneys divide the task fo a ot developing a system by letting the lawyer do the lawvering while a secre tary does the formatting and non sub stantive editing With An Open File Struc ture f your whole system is in one giant file it is virtually impossible to use the team approach You will otten want to have one lawver work on a section ot a loan agreement in the ottice while a seccnd works on a securi tv agreement in another and sec retary works on formatting and insert ing Word or WordPertect fields in a dir terent part ot the loan agreement With a system based on word
331. tart WinDraft Checklist go to the Husband Key question you added earlier and select a person Click the Blastoff button and select the model document you just edited It should assemble to something similar to Last Will and Testament of Jim Eidelman Getting Fancier GETDB 1s a fairly flexible command For more information than this document can provide see the Author s reference Another scenario though might involve listing a number of people For example perhaps you have all the attorneys in your firm in a database and you want to list them To get multiple people from the database we add an open and closed parentheses to the end of the variable in the GETDB command For example GETDB Attorneys DSN WDpPeople FROM Persons GET 7 Note that we have made only two changes from the previous example We have added parentheses to the variable name and we have removed the WHERE clause When this runs this will fill an array with information For example Attorneys 1 FirstName Jim Attorneys 1 LastName Eidelman Attorneys 1 Gender 1 Attorneys 1 MI Attorneys 2 FirstName Dan In addition the variable Attorneys Count will be filled with the number of people returned by the query This information can then be used in a FOR loop to do any number of other things For example to make a list use FOR I 1 TO Attorneys Count DO Attorneys I FirstName Attorneys I
332. tation marks IF without ENDIF found in script arantarH asChildren r To quickly get to errors 1 get into Microsoft Word 2 use FilelOpen to load the checklist template file on screen 3 choose Edit Go To from the pull down menu 4 select Line and 5 type in the line number where the error is WinDraft may also tell you exactly what the error is as in pointing out that an ending quotation mark is missing The following are some potential errors and their solutions A The changes you made to the checklist template don t appear in the checklist For some reason the changes you made weren t saved to the INT file Either you exited without saving or you just saved the checklist template in Word but didn t also save it as a text file You should save and close the checklist template file by using the special Save Checklist button on the author toolbar which will automatically save the DOC file and the INT file and close both It 1s on the far right with a picture of a disk yl and two checkmarks Bl B Page names must be less than 64 characters The internal name given to a checklist template page with the PAGE command must be less than 64 characters Resolve the problem by shortening and renaming the page in the HEADING and at the corresponding PAGE C Unrecognized Command A command exists that WDData the program which controls the data entry screen does not know how to handle It is possible that th
333. te Planning Documents System10 Corp System Corporate Documents New System Wizard IntDoc C WINDRAFT SA MPINT DOC ModelDoc CNWINDRAFTNSA MPDOC DOC V WINDRAFT EP V WINDRAFT EP SUBDOCS V WINDRAFT EP DATA BlastOffEstatePlann ing epdata txt EP INT wdfmt dot wdfmtalt dot ini section if required EP System Estate Planning Documents Corp System Corporate Documents C WINDRAFT SA MPINT DOC C WINDRAFT SA MPDOC DOC V WINDRAFT EP V WINDRAFT EP SUBDOCS not present BlastOffEstatePlann ing epdata txt EP INT wdfmt dot wdfmtalt dot ini section if required EP System Estate Planning Documents Corp System Corporate Documents CNWINDRAFTNSA MPINT DOC CNWINDRAFTNSA MPDOC DOC WinDraft Model Document Author s Guide Technical Appendix The main document directory The subdocuments directory The default directory for WDData files The blast off macro to use provides the dialog box asking what documents to run The file to use in passing data from WDData to WinDraft The script to look in for a list of questions for WDData to ask the user The default Word template to use for the final document output The alternate Word template to use for the final document output Whether to default to DefTemplate or AltTemplate Whether to reset all text in the document to the formatting indicated in the Word style of the text The f
334. tension as WDD Under Launch Methods create a launch method to WD Data exe and set the path properly Set the OS Environment to Windows and the Integration type to ODMA Once you have set the integration type click OK and then click DDE Settings The DDE Settings should be as follows Application Name WDDATA Topic Name System Command Open 1 Command not running Open 1 Leave the print settings blank WinDraft does not yet support printing directly from the checklist program After this Click on OK and then Close to dismiss the WDData launch method settings dialog and then cancel to dismiss the launch methods list dialog Next press the Options button and check the Shows on Desktop and Valid on Profile checkboxes Finally restart DOCS OPEN and test WinDraft data entry It will bypass DOCS like Word using Shift File Open Shift File Save and Shift File Save As We suggest that typical users not be told about this 3 Automatic Creation of Profiles a PROFILE Command in WinDraft Model Documents The WinDraft language contains a command called PROFILE Its syntax works like this PROFILE FieldName Expression WinDraft Model Document Author s Guide Technical Appendix 29 For example PROFILE DocName Last Will of GrantorName There should be a PROFILE command in each document for each field that needs to be filled out on the profile and is not handled by a default se
335. ter INFO WHEN J formatung from the model documents will be lost Instead the merged MERGING document will use the styles defined in the file identified in the DefTemplate line of that section of the WinDraft INI file If you wish to adapt existing formatted documents for use with WinDraft you probably want to set ResetToStyles 0 For more details see Appendix IV WinDraft INI settings in the file WDAPPNDX DOC If you are creating a practice system from scratch it is recommended that you set ResetToStyles 0 and make the master model document a DOT Word template file This will ensure that character formatting in the master document will be retained and will override that in subdocuments In this way complex practice systems with many subdocuments and written by several authors will still produce output documents with a consistent and defined style throughout XVIII Tips for Better Model Documents USE To make your model documents more readable and easier to maintain it 1s INDENTING important to add comments liberally and to format your commands properly TO ENHANCE f All commands should be aligned with respect to the left hand margin VISUAL FLOW findented appropriately As mentioned in section 0 Basic Programming Concepts page 13 END statements like ENDIF should be indented to the same extent as their matching IF command and as command statements are nested within others they should be progressively indented This
336. ter fhink like a lawyer will help Unilateral documents The firm can control the first acts draft of the asian Pleadings that documents ee originate action Control of jbecause they are a lo T complaints Content junilateral rd interrogatories roactive or we first motions and create the first Fan fis of supporting memos draft for NEGRA discussion p contracts leases Beyond the Wills Plaintiff s Revene billable hour Condo contingent fee Value Clients pay by conversion work Other Billing the transaction s Business litigation in which 5 not by the actual Transactio client agrees to hour ns etc value billing System can be acquired from a publisher or built with in Cost house staff in a way that 1s affordable or by consultants if cost justified Need to capture Firm wants or 4 needs to bottle Institutio the knowledge nal and skills of an Knowledg expert e Need to eed to lower Willsand Volume of simpler lower cost lcost of handling itrusts cases involving Documents that are each before we create the first draft or reactive documents in response to specific events or the documents of Answer to complaint stipulation answer to interrogatories Transactio ns where model of efficiency and will only pay for hours by the clock or involves original research with System can
337. the Export to HTML button will appear on your toolbar EM Close Save You edit your files using Microsoft Word save them as a DOC file then Save OS 92 Save as Web Page ii To export your DOC file select Export Versions m to HTML on the File menu or click on 7 Export to HTML the Export to Compact HTML button Web Page Preview on the standard toolbar The windraft PracSys htmlhelp directory will contain two files for each HTML file They will have the same name except that one will have a DOC extension and one will be named HTM 3 Inserting Screen Shots If you have screen shots I have been using the following method used for the graphics above 1 Use Hypersnap or a similar program to save the graphic on the HTMLHELP directory as a GIF file 2 insert the graphic InsertlPicture From File and when you click on the GIF file at the far right side of the dialog box 1s an option to insert File Link or File and Link File name EPBlastofFAdditional ci mset Files of All Pictures emf vimf jpg jpeg jFiF jpe pngr Y Insert File If you click Link to File the link will use the same file when you export to HTML That s good but the disadvantage 1s that if you email the document without the GIF the picture won t be there If you click Insert and
338. the document These buttons will work properly with styles defined in the template WDtmt dot WinDraft applies this template automatically to all merged documents Other Word documents may not define the same body text styles and the buttons may not work correctly or if that style is not defined at all may simply beep and do nothing a Automatic Paragraph Numbering We are using Word s automatic paragraph numbering The best way to change the automatic numbering style 1s through the menu sequence FormatlStylelModifylFormatlNumbering For a given Document you can also use FormatlHeading Numbering WinDraft User s Guide 25 WinDraft User s Guide b Cross References Cross references are added in the form of Word fields To insert one use Insert cross reference and select Heading Type and Heading Number on the dialog box that looks like this Ingen Eielerence To q TO rm Fage Humber Heading For Which Heading The Wintlratt Documen 4 When you look at the cross references with the Show Fields button pressed you will see something like ref REF 9944558833 Table of Contents table of contents can be generated for your documents merely pressing the button The table of contents which will be inserted at the end 1s automatically customized to fit your newly created document 26 X WinDraft Options WinDraft has a number of user adjustable settings If y
339. the given system Described in more detail in the documentation on Creating BlastOff macros WD SetAltFormat UseAltFormat Determines whether to use the alternate formatting for output documents Pass 1 to use the alternate template to use the default e WD SetWatchAssembly UseWatchAssembly Determines whether to watch assembly This function also minimizes the Word window if WatchAssembly is off Author s Guide WordBASIC Custom Blastoff Dialogs 90 f WD FinishAssembly Should be called after document assembly is completed but before FinishDMS is called 9 WD CleanUp Should be the last thing called 1n a blastoff macro h WD StartDMS SavelnDMS Initializes document management The parameter passed should be 1 if the output documents are to be saved into document management otherwise i WD FinishDMS Cleans up after document management saving and presents a pick list of the documents just created j WD Initialize Called to initialize WinDraft If you wish to dynamically adjust toolbars etc make your adjustment in the INI file and then call this subroutine k WD InsertDoc filename Inserts a document from a file or if it is open copies it from the window it is open in Normally called by Assemblelt I WD Assemblelt docname Does the work of opening assembling and saving to document management Should be called once for each document desired lll Using VBScript or JavaScript w
340. the Documents using GETDATA 22 2 Scope of the Variables 23 3 Using Personal Pronoun Functions 24 a How the functions work 24 b Using the functions with EPPeople 24 4 Using Word fields 26 35 Using the Fiduciary Variables 1n Context 27 a Without FOR Loops 24 b With FOR Loops 24 C Combining The Two Approaches 2 B Authoring Programming the Checklist 28 In Use VBScript or JavaScript programming in a WDS file to have variables and Events in WinDraft s checklist interact dynamically with EPPeople EXE 28 2 Events that interact with EPPeople can include Windraft system events Blastoff Save Open or can be programmed to react when the user exits from a field or clicks an Author defined button 28 3 You can also interact with EPPeople s Database or XML files from other parts of the system such as blastoff programs in Word etc 28 C Authoring Editing Templates 28 l Understanding EPPeople Templates and Data Files 28 a First open the data file or template file 28 b Second right mouse click on the appropriate level and make the changes you want 28 c Finally save the data file or template 28 2 How to create a new role or document 28 3 How to remove a role document or a grantor 30 4 How to change the properties of a node 31 5 How to reorganize the tree structure 3l 6 Summary 3l D Under The Hood Working with EPPeople Role Files 32 How the Files Fit Together 32 a About XML 32 b Gene
341. the checklist D Buttons to Work with Checklist Templates for WDData Icons to load and save checklist templates These buttons are described in more detail in the section on working with checklist templates They are used to open the checklist template files for editing and to save checklist template files back to disk Open Checklist Template This button will open the checklist template in Word for editing wl Save Checklist Template This button saves the file open on the screen in a Word DOC format for editing by authors and as a text file INT so that WinDraft s data entry program can read it As you edit the checklist template click this button to save your changes Be sure to close WDbDoata and reload it when you have saved new changes E The Assemble Document Now on Screen Button ASSEMBLE DOCUMENT NOW ON SCREEN Assemble Document Now on Screen Clicking on this icon causes WinDraft to merge the document you currently have on screen It functions like the Blast Off Test Icon but does not pull up the WinDraft Blast Off Dialog box The icon 15 useful for troubleshooting not only Model Documents but also subroutine documents e g gender documents which otherwise could not be assembled and tested for errors XIV Authoring Assistant Macros in Word A Insert Variable To make model document authoring easier we have added a button NI WDiInsert Variable on the Author toolbar which presents t
342. the checklist B Page names must be less than 64 characters C Unrecognized Command D IF without ENDIF found in checklist template E Number expected in LONGTEXT F Unrecognized PAGE command G Unexpected End of Checklist Template File H Invalid heading level for outline I Unrecognized outline command J Checklist template line too long K Ending quote expected L Second quoted argument expected VI OTHER CHECKLIST TEMPLATE ERRORS A No such page exists B Unmatched quotation marks C Two conflicting SET s were issued D Non existing page reference Author s Guide Table of Contents 66 66 67 67 67 67 68 68 69 70 70 70 71 71 74 74 74 75 75 75 75 75 75 76 76 76 76 76 76 77 77 E There are no outline nodes specified in the checklist template WDData requires at least one node on it s outline Vil OTHER ERRORS AND ERROR MESSAGES A The checklist template you have loaded is for the practice system B No enabled controls are unanswered C Unable to save to DOCS OPEN D Unable to save blast off file E Practice System is not set or set to a system without a WDData checklist template F Unable to open WDData checklist template Unable to create the outline control Unable to open file I The DOCS OPEN support in WDData is disabled Cannot load the DOCS OPEN data file J U
343. this procedure if you are installing EP Expert software from disks l 2 Insert the WinDraft diskette 1n Drive A Close Word From Windows Program Manager or File Manager select File Run Type a setup and press R or click OK You will be prompted to indicate the drive directory path where WinDraft will be installed For a single user setup we suggest you use the default path 1 e C Program Files WinDraft OE idelman Associates 1999 EP Expert User Guide 2 1 Creating Client Documents 3 Creating Client Documents 3 1 Process Overview EP Expert consists of an outline or checklist of client information and a set of model documents The process for completing the checklist with information for a particular client and creating the estate planning documents for that client 1s shown in the following figure and described in detail in section 3 2 Start Microsoft Word Y Load WiInDraft Enter Client Data Y Save Client Data Print Client Data Y Blast Off Client Estate Plan Merge Client Data Docs Word with Documents Model Documents E NO v Save Client Documents in lt Word Print Client Documents in Word Y Edit Client Documents as necessary OE idelman Associates 1999 EP Expert User Guide 3 1 Create Client Documents 3 2
344. tion HEADING2 LoanlIssues Loan Agreement Issues HEADING3 Background Loan Background Info HEADING TermsOfLoan Terms of the Loan HEADING3 NegCovenants Negative Covenants HEADING2 Notelssues Note Issues HEADING GenLoanInfo General Loan Terms HEADING FixedInterestRate Fixed Interest Rate HEADING3 Floating Floating Based On An Index HEADING3 Payment Monthly Payment Provisions HEADING3 LateCharges Late Charges END OUTLINE Commands with Examples SYSTEMNAME Loan Agreements COPYRIGHT Jones amp Smith 1995 3 LoanAgmt doc JAE last edited 7 9 99 OUTLINE Pagel Loan Agreement Data HEADING I Parties Info about parties HEADING2 Lender Lender Information HEADING2 Borrower Borrower Info HEADINGS PrimaryBorrower Primary HEADING Guarantors Guarantors etc etc END OUTLINE PAGE Parties TEXT variable Prompt YESNO variable Prompt CHOICE variable Prompt option 1 Text for Option 1 option 2 Text for Option 2 END CHOICE END PAGE PAGE Default LABEL Text you want on a default page END PAGE PAGE Title LABEL Text you want on title page END PAGE 9 Left side of data entry screen it creates Loan Agreements B Global Information F Basic Issues Lender s Information B Borrower s Information B Loan Information F Loan Agreement Issues EJ Loan Background Information Terms of the Loan EJ Negative C
345. tions I added ini bat txt and rul WinDraft rules files so that when you double click on these files they will be loaded with TextPad 3 Under Filters I added Windraft Files rul nfo as files to be displayed when you select File Open and I moved it up as the first choice This is very convenient for editing rules files 16 nie vag NES ERE leet eo j mah Search View Tools Macros Configure Window Help General File View Document Tabs Associations Folders Jumps Language Printing Spelling Backup Binaries Colors Compatibility Filters File oper Filters Descriptions WinDralt Files rul winDraft Files rul nfa Text Files ani All Files Wild cards cpp h inl MM HTML htm stm nfo 2 BeyondCompare Shareware Beyond Compare is my favorite program to compare and synchronize file directories It is particularly useful when a team of people is testing and updating many files such as in editing a WinDraft practice system We do development and testing on a local hard disk or test directory on the network and we store the latest good versions on a different directory With BeyondCompare you can compare the files in a side by side list with color coding for differences of time stamp size etc and buttons to move files between the left and right panel Highly
346. to n people in that role collectively who may be a fiduciary or co fiduciaries You cannot use this to insert names individually into a document such as in a column list or in beneath a signature line For that see the example below e The author can use either Name or Names interchangeably in the template 25 Here s how you use the pronoun functions Desired result f he shall survive WinDraft coding If HeShe Trustee 1 shall survive appoint Trustee 1 Person 1 Name who lives at Trustee 1 Person 1 Street Trustee 1 Person 1 City e Note that here there is one variable for each PERSON going to the person level you deal with each person individually You would use this form of the variables when working with one person at a time such as inserting their names beneath signature lines 4 Using Word fields This document is not to explain how to use fields You can embed a field with a set command near the beginning of the document Note You can avoid the bad cosmetics of the Error Bookmark Not Found message by setting the Word field variable near the top of the document When you then recalcualte Cntrl A Cntrl F9 this will eliminate the Error message If you do not SET the Word field near the top of the document you WILL get the Error message but when the document merges the value will be correct Therefore this 15 a cosmetics issue Wh
347. ton If the EPPeople interface is in back of the checklist you may have to click on the EPPeople task on the task bar at the bottom of your screen OR you can alt TAB to get to the EPPeople screen You can then add the people to the database then drag and drop the people to the right roles If you launched EPPeople manually to create a new file from the EPPeople interface simply run FilelNew T Select a Client Matter If you haven t already entered the data for the client matter and people you should do that first 9 First select a client and matter to work with This is required to populate the right side of the screen with the people Select Client Matter k Client The Roles Tree Here is what the tree looks like before you drag and drop any people to the roles on the left side of the tree control As you can see the husband and wife are at the highest level then their documents followed by the roles for those documents You can expand and collapse the tree in the same way as with other Windows programs and WinDraft s checklist program 10 WIdun l d Estate Plan Roles He Edi View pint MT Jack A Laztdarne FirstName FulHame AD Financial Durable Power of Artornay First Truzi cn Firsi Tusi Cn KI Agents 50 Hampton Jack Jack Harn Guardians Elinor Elinor Ha Health Gare Durable Power of Aorney Hampton David Dawid H Ha ni Agents di
348. ts model document 3 FileSection File Section Heading Name If you have a custom blast off dialogue it will contain a list of document names which need to be put in their own section of WinDraft ini This setting tells the custom blast off where to look for these files See example in Estate Planning and ABA Loan systems below 4 WddDir c windraft SysName data This setting determines where WDData by default looks for data documents for this practice system This setting is not meaningful when DOCS Open integration 15 turned on 5 BMacro BlastOffGeneral The Blast off macro for this system This is the name of the macro that runs when the user clicks on the blast off button This should normally be set to BlastOffGeneral unless you have a custom blast off dialog box for this system in which case it should be set to the appropriate dialog i e BlastOffABALoan BlastOffEstatePlanning etc 6 Bfile SNamData txt The file in which WDData stores information to pass to WinDraft s document assembly This file is created in the directory determined by the TEMP environment variable or if none exists on C This filed is used WinDraft Model Document Author s Guide Technical Appendix 17 only internally by WinDraft 7 ChecklistTemplate C WinDraft SysNam e Template SysNam e wdt Determines which data entry screen template checklist template WD Data loads for this system This determines w
349. tskorl rantor Information chideen Information Sy Fiduciaries i EETENMI F Praperty FDPOA Wie s Agents I Health DPOA Husband s Agents d Health DAOA Wife s Agents Exeoutors 45 Trustees 73 Husband Gurdas Wiles Gasrdure Sy Property Durable Power of Attorney Information d3 Bttornev Notes For Property DEOS 2 49 Heath Care Durable Poser of Atbormery Information Athonney Notes For Health Care DPOA IE Info Sy Substantive Previsioni Trist amp Commen BS Trust during TestatorfGrantor s Life 2 3 After Testsknr arantor s Deskh Th of Taxes EL Specific Property IE Husband Specific Gifts of Personal Property ite Spacie its ol Personal Property Sy Credit Shater Share amp Marital Spit Husband s PROPERTY DPUA AGENT INFO Entei EXACTLY pou wart 10 li on Click inko button lor help vide SOLE Filial agent Husband Ager mp sister Sally a 4 Husband Charme 2 of Ann Michigan a The programming to create that repeating data looks like this I have shortened the variable names for simplicity FOR Agent Count 1 TO 4 LONGTEXT 2 Agent Agent Count Names Husband DPOA Agent Agent Count ENDFOR You can put just about any logic you want between the FOR and END FOR commands including a number of variables IF ENDIF commands and SET commands 2
350. tting For example the profile commands for a revocable trust might look like this DOCS OPEN Profiling commands This creates fields WD in Windraft ini internal section WinDraft automatically adds WD to beginning of each variable in Windraft ini PROFILE DocName GrantorName Revocable Trust PROFILE ClientNo EPClientNo PROFILE MatterNo EPMatterNo PROFILE Author AttorneyLogin PROFILE Abstract Revocable Trust of HusbandName for benefit of WifeName Includes Fraction of Residue formula amp GST PROFILE Grantor GrantorName PROFILE DocType ESTPLANWD Note that in PROFILE command you must omit two leading WD characters of the variable name For example the command PROFILE DocName Husband s Revocable Trust assigns the Husband s Revocable Trust string value to the WDDocName variable in the internal section of the WinDraft INI file see below It is important that MIS and the attorneys agree on document type codes and that such codes be set up in DOCS OPEN b INI File Variables As mentioned above in order for DOCS OPEN output to work the command DOCSOpen 1 must be set in the WinDraft portion of WinDraft INI and the user s login should be set up correctly name or environment variable name code WinDraft Model Document Author s Guide Technical Appendix 30 In addition WinDraft will output the fields from the PROFILE command
351. uciaries each document shortest length paths for variable names T rust ee 1 N ame These files are automatically written to and read from the Windows TEMP directory which we get from the Windows API Scope of the Variables Each variable for a person or a role level can be referred with or without the path that shows what document and which grantor it relates to For improved readability and less risk of errors we recommend that you refer to a variable by using the shortest version of the name Note If you want to use the longer name you can It does no harm It s just that the shorter names are easier to understand when you are reading the document Example of how to use the variable for Initial Trustees in the husband s revocable trust at the Role Level GETDATA reads data from this temp text file husb will txt Variable as used in the document Initial Trustee s in the Husband s Revocable Trust Trustee 1 Names Explanation Scope Only in the home document If a var is in its home document no qualifying path is required You can optionally use a longer path name but it is better style not to both for readability and portability husb txt Scope In any of husb s docs Because the will is calling a trust variable you need to put AT in front of it But you don t need the husb because it is the husb s doc calling another document of the husb Scope Any document You nee
352. ules into the word processing system WinDraft User s Guide 2 Il Introduction to WinDraft A WinDraft Interface WinDraft operates by presenting the user with a series of data entry screens that look like this cpdemo wdd WinDratt Oats Entry File Edit wiew Quiine Estate Planning Global irdorration 1 34 People Outline Grantor information Number of Inte Trustees 1 2 3 P Chidren E isfem 234 Substanta Provisions Trust Com Humber of intal Trustaas 1 2 3 Trustee Info for ilz and Pre Trusts H Trust during Grantor s Lite 4 3 Alter Grantor s Death Payment cd Texas Husb Trustee Type Codes 1 Gifts af Specific Property IF Resid Estate Generatio lir of 600 000 Hon Mantal Spouse The user navigates through an outline on the left side of the screen and answers questions on the right side of the screen using typical Windows controls text boxes check boxes and radio buttons As you move down the left side and answer questions the right side dynamically changes in response to your answers B Using WinDraft Data Entry An Overview Load Word Load WinDraft simultaneously press Ctrl Alt lt W gt 3 Click on the Change Practice System icon and choose the system heading that contains the documents you want to generate 4 Click on the Checklist button to bring u
353. ument and pressing Alt spacebar This can be useful for large documents which have many different parts and which are worked on by many different people each of whom format it differently However this destroys formatting in the document which does not use Word styles A finished finely tuned practice system will normally have this set to 1 with all of the needed styles set up in the templates While converting manually formatted documents it is best to have it set to 0 so that the formatting of the original documents will be maintained The default for this setting if 1t is not present 1s 0 WinDraft Model Document Author s Guide Technical Appendix 19 internal Internal settings for WinDraft These should not be edited by humans WinDraft uses this for saving some temporary settings as well as for document management profiling H WDData Preferences Preferences automatically maintained by WDData such as size and position of its window number of pages shown in print preview most recently used files and so forth l EP System DocDir C WINDRAFT EP SubDir C WINDRAFT EP subdocs Standard settings for the Estate Planning Practice System This is described in more detail under lt SysName gt above J EP Documents HRT RT_Husb doc WRT RT_Wife doc HwWill WillHusb doc WWiIIZWIIIWife doc HIR IT_Husb doc WIR IT_Wife doc WPOA HCPOA_W doc BILL EPBill doc Customi
354. umulative voting basis so that any shareholder may vote all of his or her shares for one director ELSE There shall be no cumulative voting ENDIF Use the ELSEIF command if there are more than two options and only one can be correct The first option should follow an IF command The ELSE statement can also be used in conjunction with the ELSEIF IF CorpBook Supplier Blumberg Julius Blumberg Inc ELSEIF CorpBookSupplier Acme Book and Seal Inc ELSEIF CorpBookSupplier LPI Lawyer s Publishing Inc ELSE ASK CorpBookSupplierName What is the name of the corporate minute book vendor CorpBookSupplierName ENDIF Notice that the IF conditions will be processed in order When the condition is satisfied with a true statement the computer will jump to the ENDIF and will not consider the other alternatives even if other alternatives below the first true one are also true For maximum speed put the condition that will usually be true first so that the computer does not always have to consider conditions that will usually be false INCLUDE We strongly suggest that you use the INCLUDE command to break down complex documents into simpler modules and to hide complex programming The INCLUDE command can also be used to store subprograms that are Author s Guide Model Documents 18 called into use by many different Model Documents or practice systems Instead of re progr
355. ur own questions variables and text to this directory You can go to the View Options menu item from WinDraft Checklist to view and edit practice system settings b Create Model Documents Following the format of the sample documents the Wizard created and the Model Documents provided with the sample systems use File Manager Word or any other method you want to copy each of the documents you want to have in your system into the WINDRAFT SysName directory Set up the beginning of each document with the GETDATA command and some comments to describe the document Create Common INCLUDE and RULES files If you have any text which you are sure will be common between two or more of your Model Documents create INCLUDE files for them in the subdocs directory Similarly if you have any long sections of logic for gender setting routines etc that you know you will need create RULES text format files for them Again don t worry too much about editing these yet Author s Guide Overview of Automating Your Own Forms 81 d Create the Data Entry Outline After testing the sample systems that came with WinDraft you should have some idea of how you would like your data entry screen to look Follow the instructions in the Author s Guide at Tab 3 for creating an outline to match your system As this 1s just a first pass don t worry too much about getting it perfect you ll have to come back and edit it anyway Also
356. uthor Toolbar which contains buttons for editing testing and saving model documents WinDraft Model Document Author s Guide Technical Appendix 11 5 Editor 1 Sets preference for whether WinDraft Edit Tools toolbar will be displayed when WinDraft is loaded If this setting is 1 then the Edit Tools toolbars is displayed 6 WatchAssembly 1 This setting 1s the default for the Watch Assembly checkbox in the blast off dialogs This setting should probably be 0 for most experienced users running well tested model documents This is because Watch Assembly is mainly useful for Authors troubleshooting problems in their documents or for new users to watch how WinDraft works WinDraft runs about 15 to 20 times faster with Watch Assembly off This setting 1s adjustable via ToolsIWinDraft Options 7 AlwaysWatch 0 AlwaysWatch should be set to for most users as it is only used by authors during the process of debugging model documents It overrides the DISPLAY OFF command in a model document forcing the display of even parts of the document which are normally hidden Gender setting subroutines etc by the DISPLAY OFF command in the model document Turning this setting on slows down document assembly by about 10 WatchAssembly must be on for this to take effect 8 UserlDz ENV UID This tells WinDraft what the user s network login ID is This information is optionally used in the document management integration and naming o
357. uthor of the model document can clearly read his or her provisions see how they are used and avoid distraction 1 Recalculating the Document WinDraft will automatically recalculate all of the fields so generally the user will not need to be concerned about this Background for debugging and manual operations In order for the changes in fields to take place the portion of the document containing those fields must be recalculated This is done by selecting the text to be calculated and pressing F9 To select the whole document put cursor in left margin and press Control Mouse Click press lt Ctrl A gt for all or choose EditlSelect All 2 Styles for Formatting And Outline Headings Text within the document is formatted with styles These styles control the appearance but not the content of the text If you want to change the font font size or formatting of the text it is done through selecting styles Within Word outlines there are predefined styles for nine levels of outline heading Heading 1 Heading 2 etc These styles control the structure in outline view and the font indenting etc in normal view They also have WinDraft User s Guide 24 additional attributes in normal view to control paragraph numbering table of contents cross reference etc Note that Heading styles are defined automatically by Microsoft Word as paragraph styles This means that they will apply to any text fr
358. visions HA Beneficiary Separate Trust shares FES Ultimate Beneficiaries B S Will Only 0 i 8 Husband s Will HS wife s Will HA Durable Power of Attorney Eg Health Care Durable Power of Attorney HDPOA HS Special Notes for Health Care Power of Attorney H Husband s HDPOA Provisions FRA wife s HDPOA Provisions PEOPLE WE o c Only C Woman Only Marital Status I Je the Trustor Chent Number Hampton Matter Number 0001 Use EPPeople to edit the cast of characters in the database and b assign rales drag and drop people to document rales Cast of Characters Assign Roles UTILITY buttons to work with a set of roles for this checklist set of People Esport Roles Import Roles ba P Page People L Line Client Tvpecode NITIMU mes sa 27 Note that your practice system have these questions and buttons on different screens such as FileInfo depending on how your system has been set up 3 ANSWER THE QUESTIONS ABOUT THE MARITAL STATUS OF THE CLIENT PEUFLE We c ER Only Woman Only Marital Status i fs the Trustar Married If you don t answer these questions when you create your EPPeople roles the system will assume that the client 1s married and use the template for married people when it creates the document roles If you forget to click single thats OK You can always delete the unneeded roles later ENTER THE CLIENT AND MAT
359. w there is a data entry screen question that asks for a yes or no response as to whether a sub chapter S corporation is elected If the user answers yes the following provision will be included in the merged document but if the question is answered No the provision will be skipped over IF SubchapterS Y Be it resolved that the company elects to be taxed as a sub chapter S corporation ENDIF Another common use of the IF statement 1s to execute commands which set personal pronouns subject verb agreement or other variables DirectorsGender SET DirHisHer his SET DirHimHer him SET DirHeShe he ENDIF An IF command can also be used to check a response to a data entry screen question such as Radio button or Code button answer These questions were described in the User s Guide The inclusion of a paragraph may depend on the user s answer to those questions In that case the IF statement is set up Author s Guide Model Documents 16 ELSE THE ALTERNATE COMMANDS as follows TheAnswerGivenAtTheDataEntryScreen A particular answer If the answer to the question on the data entry screen 15 the particular answer above then this paragraph will be inserted If the answer does not match then this paragraph will be skipped over ENDIF IF BorrowerType Corporation The corporation is organized under the laws of the state of StateOfIncorporation ENDIF I
360. wife El Egy Guardians RelToWife self E fs Gender F d ackie Meuberg 2 ram goes I gt Ready hampton 0001 2 Eidelman Associates November 12 2001 Eidelman Associates 2001 EP Expert Fiduciary Chooser Table of Contents I INTRODUCTION A Documentation B This is a Work in Progress C Why EPPeople II THE SOLUTION A Fiduciary Chooser Screen What it looks like Benefits to Users Benefits to System Authors The Technology dcs Due B Entering the People 1 Architecture and Benefits WORKING WITH THE EPPEOPLE EXE PROGRAM A Automatically Linked to the WinDraft Checklist B EPPeople as a stand alone Program IV WORKING WITH DATA A Clients and Matters B Working with People l Table View Screen Enter and view data in table view Record View Screen A form for one record at a time C Working with the Roles Tree Select Client Matter 2 The Roles Tree 3 Drag and Drop 4 Copying Branches of the Tree a any Node to any Like Node b Mirror Image Copying 5 Working with the Tree Display D The People List N E Saving Your Data 15 V BLAST OFF TO OUTPUT YOUR DATA TO WINDRAFT 16 A to Blastoff 16 B What Happens 16 C Blastoff Options 16 VI PRINTING THE EPPEOPLE 17 VII EPPEOPLE TECHNICAL NOTES 22 A Authoring Programming the Documents 22 l Getting the Data into
361. without having to worry about any of this Type of files 10 mb network 100 mb network Data Network Network Data files are quite small Model documents Network but it 1s Network noticeably slower so some move to local drive to optimize especially with extremely big practice system WinDraft programs Depends on version In the 97 version Word 95 Network which uses VBA Word 97 Local WinDraft DOT ballooned and is noticeably slow to load just the first time HTML Help Network Network Checklist Templates Network unless you Network have huge checklist WinDraft Model Document Author s Guide Technical Appendix 4 ooo ooo 3 Laptop Users If they are going to be running off line set up everything locally but with easy synchronization when on the network If there is document management turn on regular document management when on the network Set up procedures to synchronize backup archive etc 4 Remote Users a Using RAS or VPN Everything on the local drive except possibly for data files and HTML help b Using Citrix PC Anywhere etc for remote control Everything is on the network 5 Alternate Test Directories If files are being updated on a network it is generally best to test them on one directory then once they are working right roll them out to the workgroup that 1s sharing the production directory If this can t be done then testing on Drive C will work fine
362. x 303 295 8261 cpear Marc Lauritsen Harvard Law School Langdeli 129 W Cambridge MA 02138 617 495 5026 Fax 617 495 1110 tauritsenm Expert Systems interest Group Chair Henry Koltys 1350 Watertrough Road Sebastopol CA 95472 707 829 8844 Fax 707 824 9000 Koltysh Ami Pro interest Group Chair John Zenkewich Law Office of John Zenkewich 1136 Wolf Avenue Valley Stream NY 11580 516 823 0940 516 568 1809 Microsoft Word interest Group Edna Y Baugh Medvin amp Eiberg One Gateway Center Newark NJ 07102 201 642 1300 Fax 201 642 8613 Managing Editor Joan Hamby 1449 S indiana Ave Chicago iL 60605 312 945 3055 Fax 312 945 3057 hambyj Division Manager Jill Goldstein ABA 750 Lake Shore Dr Chicago IL 60611 312 988 5706 Fax 312 988 6281 gokdsteinj 1995 Amcrican Bar Association Section of Law Practice Management All rights reserved The views expressed herein have not been approved by the ABA House of Delegates or the Board of Governors of the American Bar Assoc iation and accordingly should not be construed as representing the policy of the American Bar Association ISSN 1055 3983 Editorial Policy WORD Progress reports on how lawyers and legal professionals apply word pro cessing docurnent production and document assembly technology in the law office WORD Progress is published four times per year f
363. xt will appear in the output document after the text from the subfile is inserted in this document The value of the variable set in the subfile is St Louis Variables can be created in subroutines as in this example SYNTAX OF To use the include command you THE INCLUDE type INCLUDE in all caps and surround it as well as the program to be COMMAND called up in brackets INCLUDE SubChapt doc surround the name of the sub document to be merged or called in quotation marks Note If you just put 1n the name of the file to be included without the full path name WinDraft will look on the subdocs directory as set in WinDraft INI If you want WinDraft to look elsewhere put in the full path name such as CADirname Subdirname FileName DOC Note also that the INCLUDE command will append a paragraph return after any text that has been INCLUDE this can be seen in the example above Author s Guide Model Documents 19 SUB DOCUMENT NAME STORED IN VARIABLE STORE LONG DOCUMENT MODULES IN SUB DOCUMENT HIDE COMPLEX PROGRAM MING IN SUB ROUTINES You can also sore the file name according to the instructions above in a variable name and use the variable name in the include command SET filename 2classes doc INCLUDE filename This is particularly helpful when using programming functions to INCLUDE different sub documents under different circumstances For example if you have a different clos
364. xtremely long lines are confusing and hard to maintain Again even when programming complex systems this limit has never been reached K Ending quote expected An ending quotation mark was left out in the checklist template For example the following line would give this error TEXT ErrorVariable This has no quote at the end The above would cause WinDraft to prompt with the suitable error message that is fixed by typing in the quotation mark at the appropriate location L Second quoted argument expected A command which requires two strings enclosed in quotation marks didn t find the second one VI Other Checklist Template Errors A No such page exists A page referenced in the OUTLINE section does not exist in the checklist template To prevent this error you can create a default page which will be used whenever a page cannot be found To correct this problem check for typos between the name used in the OUTLINE section and HEADING and the appropriate names of the corresponding PAGES Also make sure to name all your PAGE s and HEADING s If you are getting this error and are sure that all of the pages in your outline are in your checklist template make sure that you have a title page B Unmatched quotation marks This error is given for IF and SET statements that are missing a necessary quotation mark Again WinDraft displays the line with the problem so that the error can be easily spotted and retrieved b
365. y performing a Edit Find in the checklist template with the word processor For example this error would occur if the following line were in the checklist template IF GrantorHasChildren Y Note how the opening quotation mark is missing WinDraft Checklist Author s Guide 76 Two conflicting SET s were issued Two SET s were active at the same time and acting on the same variable WinDraft doesn t know which one the user wants to be controlling so it disallows the second SET command and prompts the user with an error message so that the correct command can be chosen D Non existing page reference This error is probably a symptom of extremely low memory Restart Windows and try again If this error persists call Eidelman Associates at 313 769 1500 E There are no outline nodes specified in the checklist template WDData requires at least one node on it s outline Your checklist template lacks an OUTLINE section or has an invalid OUTLINE section Adding the section will alleviate this problem VII Other Errors and Error Messages A The checklist template you have loaded is for the practice system You have changed practice systems and are attempting to blast off with data in a checklist template from the old practice system WDData warns you of this although it allows you to proceed if 1s what you really want to do Note that attempting to proceed will probably generate errors in the output documents
366. y this command LABEL Lender s Information Expressions including variables are supported in the prompts of LABELs and TITLEs 7 LABEL Information for GrantorName WinDraft Checklist Author s Guide 66 2 TITLE 3 4 SPACE command 5 LINE command TITLE The TITLE command is exactly the same as the LABEL command except that the text is centered on the screen instead of being left justified This is typically used on title pages for title lines and copyright notices Overuse of TITLE elements may make your screens hard to read For this reason it is usually preferred to use LABEL rather than TITLE Comments The lt is used in the checklist template without the quotes to designate a comment when the author wants to leave a note to himself or to others WinDraft disregards everything on a semi colon line including what would normally be programming commands The semi colon only controls the line it is on and if text exceeds the length of the line a new semi colon must be used on each line Comments should be used liberally In a complex document semi colons should be generously used to keep everyone informed of what is going on in the programming and why As many semi colons as you want can be lined up in one line 3 This checklist template for corporate documents was written by CCM 3 It was revised 4 1 95 29 3353 DThis is to show you that you can use multiple semi colons to make SP
367. you have not yet installed WinDraft on your system yet go to Appendix 2 Installing WinDraft and follow the instructions B What is WinDraft The WinDraft Document Assembly System 15 a smart form book that thinks like a lawyer as it creates your customized legal documents It can assemble any kind of document in a simpler and far more powerful manner than a word processing program It can be used to create an expert system capturing much of the firm s legal knowledge and experience and making it available to everyone WinDraft consists of two parts 1 data entry checklists and 2 model documents It operates by asking the user a customized series of legal and client questions in a data entry outline Then it uses the answers to organize and merge a complete legal document or set of documents The program continuously adjusts itself as information is entered In the end the information entered 15 merged with the model document so that client information is merged with the relevant legal clauses The system is designed to accept input data in a user friendly way while using a modular easily modifiable template to design the data entry checklist outline This feature enables attorneys to further customize their systems and update the program if necessary Furthermore WinDraft functions as an add in to Microsoft Word for Windows Any document that you work with or create is a Word document and can be edited as such WinDraf
368. zed part of estate planning practice system Determines the filenames that the Estate Planning custom blastoff uses to find its model documents These correspond with the document checkboxes in this blastoff dialog K ABALoan System Example for ABA Shootout loan system DocDir C WINDRAFT ABALOAN SubDir C WINDRAFT ABALOAN subdocs Standard settings for the ABALoan Practice System This is described in more detail under lt SysName gt above L ABALoan Documents PromNote PromNote doc LSAgree loanagt doc UCC9 UCC9 doc WinDraft Model Document Author s Guide Technical Appendix 20 CoverLet CoverLet doc AssLifeIns LifelIns doc Mortgage Mortgage doc OTHD1 Other1 doc OTHD2 Other2 doc OTHD3 Other3 doc Customized setup for the ABA Loan System created for the ABA TechShow Document Assembly Shootout one of the sample systems loaded by the WinDraft setup program This determines the filenames that the ABALoan custom blastoff uses to find it s model documents These correspond with the document checkboxes in this blastoff dialog M Babysit System DocDir C WINDRAFT babysit SubDir C WINDRAFT babysit subdocs Standard settings for the Babysitting Demo Practice System This is described in more detail under lt SysName gt above WinDraft Model Document Author s Guide Technical Appendix 2d Setting WinDraft WinDraftDir ProgDir DefaultSystem Author WatchAssembly AlwaysWatch SaveDMS LogFile

WinDraft - Eidelman Associates

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