NebDocs User Manual
Contents
1. Answer File Manager Answers Blast 4 Almighty Bruce 4 Billacheck Ann 1200 Easton Drive 4 Billacheck Ann 234 South Avenue 4 Goodell Holly 4 Goodrich Scott 4 Handy Jane 4 Hegg Holly 4 Hegg Jim 4 Henry Jim 4 Jones Andrew 4 Loote Jack 4 Loote Julie 4 Renke Ruth A Smth Warren 4 VanPelt Jenny 4 Warner Jackie 5 Answer File Manager y Answers Aaron Henry Almighty Bruce A Billacheck Ann 1200 Easton Drive Billacheck Ann 234 South Avenue 4 Goodell_Holly Goodrich Scott Handy Jane 4 Hegg Holly Hegg Jim Henry Jim 4 Jones Andrew Loote Jack Al Loote Julie NebDocs User Manual JNew X jadd XjDelete l sor Properties R m Find New X EX tjadd XjDelete Sort Properties Pane View Answer File Properties Title Aaron Henry Type HotDocs Answer File File name File path Ikjlk ans CADocuments and Settings bheggiMy Documentsibackup answer files Description C Documents and Settings bhegg My Documents backup answer files kjlk ans History Durable Power of Attorney Health Care Decisions 121 Rev 1 99 August 21 2003 14 06 Properties Contents Pane View Answer ebruary 11 2004 3i wardbirthdate ebruary 16 2004 Multiple Choice Consumer credit trans Multiple Choice sd 9 16 2009 Finding an Answe2. Start Programs menu The NebDocs library window appears File Edit View Template Tools Help iQ Eg c assemble of La 4 4 aum T5 oo x TN er Civil Practice Forms E Amended Complaint z E Complaint Breach of Contract Template Properties mplaint Construction E Complaint Open Account itle Complaint Personal Injury E Complaint Business Dispute Complaint Personal Injury Negligence implaint Property Damage int Personal Injury mplaint Personal Injury 2 File path Shared Documents HotDocs Templates XISNEBDOCS E Retainer Agreement amp C Appellate Forms LWils POAs SEDUC Forms E Protective Order HE Workers Compensation Forms Word RTF Template To Assemble Fill a document Complaint Personal Injury rtf jescription Complaint Personal Injury 1 At the NebDocs library window select a template 2 Click Assemble The Answer File dialog box appears NOTE Answer Files are important to the strength of HotDocs and document assembly To learn more please see About Answer Files section 3 Select an answer file and then click OK The forms interview will begin 4 If this is a new answer file then it is recommended that you save your answer file first Go to File Save SE Guardianship i Divorce HE Corporate Folder H Real Estate lt gt Find v C Documents and Settings All Users Documents HatDacs Templates xISNEBDOCS Complaint Personal Injur NUM
3. Answers or click on the Save Answers icon in the toolbar NOTE Most answer files will be saved per client Save your file as client s name For example save answers for client John Doe as Doe John 5 Answer the dialog questions in the Interview Tab and then click Next to advance to each new dialog After the final dialog the End of Interview dialog identifies how many questions haven t been answered This dialog also provides options for working with the assembled document Please see End of Interview Options section for a discussion on options available to you Filling a Form Directly not recommended To fill a form directly 1 At the NebDocs library window select a form template and begin assembling the document 2 Click Assemble The Answer File dialog box appears 3 Click on the Document tab The assembly window changes to show the form document and the variable fields 4 Select a field then type an answer Press Tab to move to the next field or use the mouse to select another field Tip Some fields have a field wizard a series of one or more dialogs to help you answer the field when you are filling the form directly If a field has a wizard a wizard button will appear next to the field when its fill control is displayed Click the button to see the wizard If the template author has provided help for a field a help button may appear next to the field when its fill control is displayed The help
4. Fe eR ERR Ue ets 14 To size and position field to a bordered form esee eese eee entente teen tne tne tne nenne ene ESASEN EESE TE a EE enne nnne 14 Striking Out Text tora bordered form eee pn o PEDE HERE ERE GIO IHE REDE EG UE SE 14 Enlarging and Reducing the Form View d aisiseu cidit n ee iiie Ee ec ad ite ici Eb EO ERO FERRE 14 Change Your Default Word Processor 5 n ionis iie tin vor t ai E FOR EE sana EE RE DARE Ee cei ERR Fui FEE eir 15 Showing or Hiding Field Backgrounds to a bordered form eese tenente netten tnt nennen ennt nnene 15 Toopen a saved foYm nanc iioi Ode OE TOT CREME EDO HERE EC EO EO C E HEC EUER EPOR ED FERE FCRRER 15 K yboard STI DIRECTED LOIS ODD UD DILLO LL ILIO LLLI Keystrokes for Symbols NebDocs User Manual 9 16 2009 System Requirements To ensure the best performance using HotDocs please note the following requirements for hardware and software NebDocs e Internet connection required for software updates e Microsoft Word 2000 2002 XP 2003 or 2007 or e Corel WordPerfect 8 9 10 11 12 X3 or X4 HotDocs Viewer Edition IBM compatible PC Pentium 900 MHz or higher processor Pentium 2 GHz or higher recommended 256 MB RAM 25 MB hard disk storage 1024 x 768 screen resolution with at least 16 bit color Microsoft Windows XP SP1 or higher or Vista Microsoft Internet Explorer 6 0 or later Microsoft Word 2000 2002 XP 2003 or 2007 or Corel W
5. button will only appear if the author has enabled it in the template and if the Show Help Buttons check box is selected in Preferences For details click here If there is help for the field you can display it even if the button doesn t appear by clicking the What s this button in the toolbar and clicking the field NebDocs User Manual 9 16 2009 Assembling and Filling Multiple Documents and Forms You can assemble and fill multiple documents and forms at once by selecting multiple templates and clause libraries One document or form will be produced from each selected template or clause library The Assembly Options dialog box will appear only once and all the templates and clause libraries will use the same answer file To assemble and fill multiple documents and forms 1 Display the NebDocs library window 2 Select each template you want to use To select multiple items hold down the Ctrl key as you click each one 3 Click Assemble 4 If you want to use an existing answer file specify it at the Answer File box 5 Click OK NOTE If you would like to assemble documents in a certain order then you should do the following steps Start assembling the first form Click on the to go back to the NebDocs library 3 Double click on the other forms you would like to assemble in the order you would like to assemble them Remembering each time to click on the g you should now see the Assembly Queue window This shows what form
6. is recommended that you save your answer file before you begin the assembly To save an answer file during assembly 1 Goto the File menu and select Save Answers As use Save Answers if you have already saved the answers once before 2 Give your answer file a file name i e client last name first name 3 Hit your tab key this will take you to the Title field this will automatically put in your file name for you 4 ClickonOK If you are using a new answer file HotDocs opens an empty untitled answer file Give the answer file a name If you are using an existing answer file HotDocs saves the answers you have entered to that file About the Answer File Manager The answer file manager helps you manage your answer files much like a HotDocs library helps you manage your templates and clause libraries The answer file manager is a list of answer file titles Each title is associated with an answer file filename When you select an answer file and click Select HotDocs uses the associated file Each copy of HotDocs can have only one answer file manager If you want to separate your answer files you can create folders in the answer file manager window Tip Answer File Manager is disabled if you use windows explorer to save answers 11 NebDocs User Manual 9 16 2009 Displaying the Answer Library To display the answer library At the NebDocs library window click Tools Select Answer File Manager 78
7. siaashdisR Adare Ecce dcs 6 Assembling and Filling Multiple Documents and Forms eese eene nennen eene tnetre nenne tne nennen enne entre tre nee nnens 7 Saving a Non Bordered Documents Vif rib i tete e e be e Ies eee Ed drea eund el aee E ace Resp PERS 8 Saving a Bordered Form hpi ixzsccsstessxcvasaa enna E E E ERE cpasceati ss sated cacane saan E E R E cash va Siege tbese E 8 Prntne a porma aaa O a NRE EEEO A dias sagice oseds O EE dssdtszesa sa E E a OG 8 Tab Options for Assembling Forms iai eerie ism st irn sessed tp EXE RENE ERES ERUER HU REN dees EEE RE ES eR RE KEEN EXE Re SERERE AERE HE peeves 9 Using an Existing Answer Files aseni e ee e iine Sicsstsaestedssasvacssedusuess ats est eve deu psa tese io sia char ee e Leo rine 11 Save n Answer File During Assembly insesi in es re nce Euh pen FRE REESE ES HMIE EXER ERVER idee E E cass FEE EERR ESSERE ERR ERR dB Il About the Answer Fue Manager usas EEE tar ir PERSE esas Mo eiae eb roe co res A id eaves sab eco ir el EE erae hina ites ll II T Tabl RE H 12 Finding an Answer Filleiin ueste pides seta ioni tote i sas dacs R E paid evazssaceivd iiti tipa eer ee ER 13 Deleting an Answer File from the Library iioii i ian ERE es RENTE sigs FEE AE A XERNEEH GS REESE NER RANK ERE WERE SERS ERES ERREUR SERRE RR 13 Customizing NeDD OS D RN 14 Adding Text to abordered form iiis eii tpe RE ER HOOP REEF OREL
8. AA NebDocs User Manual Provided by The Nebraska State Bar Association www nebdocs net NebDocs User Manual 9 16 2009 Table of Contents MEIST CHITI ILI LL TL LI ILU LIU IC 3 T chnical S ppOEE oec GIU de nennen dai DENS OIN dd I SIN ie 3 Jg lei HE 4 NEDDOCS ari M 4 TL OLD OCS VACWEP E 4 HOUD OCS Filler E M ESEE IE ne 4 Wsine rcc 5 IBI 5 IQUUTDQUEI MM 2 Opening or Closing Folder etii eee toii eere ge e oda EL a Fere eU uie Free ADR RU Seen tbe eae 5 Printing the List Of qui EE d 3 Assembling a NebDocs Formi ssscciccscssssscascssestsscssccsescenssassssccssssssansssstesseassasssadesassaasecnspassissessenienteasdcasssaessnsactenceassassenddsassassadsastsssaoncuessestsase 6 To Start HotDocs NebDOGs iiii i ir tee it trece idee b oic i be HER e Fri Las E x dico EM de eee Ee ke av IES aie ea 6 To Assemble Fill a document cas si coat acts acca sepia sana uecqesadate st adja cess HER HEEEARSAISEEM N S MENIR cade aueceaviqe R S 6 Pilling a Torm Directly suii icio en m Ee e di mo scvatskedecoatsasideshisiosk soudtnaiatsddeteaded obs igveees esie a
9. NebDocs shortcut on the desktop OR Choose HotDocs 2009 Player gt NebDocs at the Start Programs menu The NebDocs library window appears To create a shortcut of NebDocs on your desktop Choose HotDocs 2009 Player at the Start Programs menu Right click on NebDocs left click on Copy right click on the desktop left click on Paste Finding a Form You can use the Find feature in order to find a form in the library All forms have a title which can be used to find forms You can also search on form descriptions also To use the find feature have the NebDocs Library window open At the bottom left locate the Find dialog box type in your text i e simple will A list will be produced with forms that have those criteria During this search the checkbox will be checked To go back to the library window uncheck this box Opening or Closing a Folder Open folders are represented by this icon CA Wills POAs Closed folders are represented by this icon 2 Will POAs When a folder is open you can see the files and subfolders that are in it To open or close a folder Double click the folder icon Printing the List of Forms To print a list of the forms please visit WWW nebdocs net for a full listing of forms NebDocs User Manual 9 16 2009 Assembling a NebDocs Form NebDocs hdl HotDocs 2009 Player Edition Eek To start HotDocs NebDocs Choose HotDocs 2009 Player gt NebDocs at the
10. e best option in most cases To print a form 1 Click on the Form Document Tab located at the top or bottom of the Assembly window 2 Onthe File menu click Print select Acrobat driver if given the option 3 Acrobat Reader will load make sure paper scaling is not checked or is selected as none 4 Click on OK To print a Question Summary Click Question Summary Tab then select Print if you do not see the Question Summary Tab then go to View Menu and check Question Summary Tab To print an Answer Summary Click Answer Summary Tab then select Print if you do not see the Answer Summary Tab then go to View Menu and check Answer Summary Tab NebDocs User Manual 9 16 2009 Tab Options for Assembling Forms When you are assembling a form by default only the Interview and Form Document or Document Preview tabs are visible However there are two others that can be displayed These tabs are useful especially if you have forms dictated or filled out by a client because they follow the actual interview that a user fills out Question Summary Tab This tab allows you to view print all questions that the interview will ask It will give the question and a line for an answer To view this tab when you assemble a form open up a form and at the Interview Tab go to View and select Question Summary Tab This tab will always be visible Answer Summary Tab This tab is the same as the Question Summary except it will display any answers you have f
11. illed out already If an answer wasn t given then it will insert a blank line To view this tab when you assemble a form open up a form and at the Interview Tab go to View and select Question Summary Tab This tab will always be visible NebDocs User Manual 9 16 2009 About Answer Files When you assemble a document or fill a form you can save the information you entered for the document or form the answers in a HotDocs answer file The answer file stores each answer along with the name of the variable that uses that answer The answer file can be used again later to produce the same document or form without reanswering the questions You can also use the answer file to assemble documents and fill forms from other templates that use the same variables The best way to organize your answer files depends largely on your type of practice Some users create one answer file per client Others create one answer file per matter This method is especially good when you have multiple matters per client that use the same forms because it prevents the answers from the current matter from overwriting the answers from a different matter and the answers from a previous matter from getting used accidentally in the current matter Still other users combine the two methods creating a pattern answer file for each client that contains basic client information and then using the pattern file to copy the answers into a new file every time they start a new matte
12. les are used to move and resize The handle in upper left corner of the field is used to move a field Selecting any other handle will resize the field Ov UA e OS ND IS Striking Out Text to a bordered form NOTE Same process for HotDocs Filler 1 Open Form to be filled 2 Assemble form 3 Goto the Document Tab to view the actual document and make sure the Select Tool A is selected Position field over text to be stricken create the field a little larger than needed Go to the Field menu and select Properties In the Properties window check Strike Through lower right corner Select the fill tool 45 click inside the field type an X ora Click outside the field Your field will be inputted with the above type oe MT R NOTE If you use HotDocs Filler then the tool R is called Select Fields and not Select Tool Sx Tip To get multiple lines to be stricken give a hard return type the Enter Key for one less then the number of lines you need i e If you need 4 lines to be stricken you need 3 hard returns do this type an x hit enter key type x hit enter key x hit enter key type x Properties such as bold italic etc can be changed under the Field Properties Enlarging and Reducing the Form View By default forms in HotDocs Automator display at their actual size To enlarge or reduce the form view View Page Width or view full page 14 NebDocs User Manual 9 16 2009 Change You
13. ordPerfect 8 9 10 11 12 or X3 Caution WordPerfect X3 SP2 and later are the only versions of WordPerfect supported for use on Windows Vista Technical Support is available to help you use NebDocs If you are having difficulties installing or using the software contact us at the following Internet www nebdocs net Email Support support nebdocs net Support Phone 877 243 3179 Support is available from 9 00 A M to 3 00 P M central standard time Monday through Friday To expedite your call please be at your computer on which the program is running NebDocs User Manual 9 16 2009 Introduction NebDocs is a library of templates related to the practice of law in Nebraska These forms are copyrighted by NSBA with the exception of any forms created by the Nebraska Supreme Court the Administrative Office of the Courts and Probation and the Nebraska Supreme Court Implementation Committee on Pro Se Litigation The NSBA gratefully acknowledges the work of the Supreme Court Implementation Committee on Pro Se Litigation for the forms in the Pro Se Folder Bordered forms Form Templates graphical based electronic form files mostly state or federal forms A form template contains fixed space fields represented by lines boxes and check boxes where answers are placed The purpose of the bordered form is to give the parties involved the assurance that the language of the document is standard eliminating the need to proof read Static
14. r Default Word Processor If you have more than one word processor installed you can select a default word processor to which you send an assembled document after you complete a HotDocs interview This word processor will always be used no matter which format the template is in when you select it for assembly For example if you select a Word template but want the assembled document to be saved as a WordPerfect file you can select WordPerfect as the default word processor and HotDocs will convert the assembled Word document to WordPerfect format Note however that if you save a document to disk by clicking the L Save Document button without sending it to the word processor first it will be saved in the same format as the original template file To specify a default word processor 1 Atthe HotDocs library click the Tools menu then click on the Options button The HotDocs Options dialog box appears 2 Click the Word Processors folder The right pane changes to show a drop down list of available word processors 3 Click the Default Word Processor drop down button and select a word processor Showing or Hiding Field Backgrounds to a bordered form You can show or hide the field backgrounds in forms By default field backgrounds are visible To show or hide field backgrounds Select the Form Document tab go to View and select Show Answer Fields Select again to turn back on On the View menu in Filler click Fields Tip c Yo
15. r File You can quickly find a certain answer file in the library by searching for words in the answer file s title or description To find an answer file Select the Find check box and type words from the answer file s title or notes in the text box Deleting an Answer File from the Library Not recommended To delete an answer file from the library 1 Select the answer file you want to delete 2 Click Delete 3 When HotDocs asks you for confirmation click Yes 4 Choose whether to delete the actual file or just remove it from the answer library To Delete the answer file from the computer as well as from the answer library Click Yes Delete the answer file from the library but leave it in the computer Click No 2732 NebDocs User Manual 9 16 2009 Customizing NebDocs Adding Text to a bordered form NOTE Same process for HotDocs Filler 1 Open Form to be filled 2 Assemble form 3 Go to the Document Tab to view the actual document and make sure the select tool k is selected 4 Draw field where text is to be inserted Simply left click and drag Remember text can only be added where no text exists 5 Double click on field created and enter text To size and position field to a bordered form NOTE Same process for HotDocs Filler Select field to be moved or resized Once selected right click on mouse Menu option will appear Select resize move Handles or small boxes will appear on field These hand
16. r for the client Answer files have the filename extension ANS or ANX and are stored by default in the default answer file directory You can specify a different directory when you create an answer file a a2 Form 1 Form 2 Form 3 Attorney Info Attorney Info Attorney Info Last Name Last Name Last Name First Name First Name First Name Phone Street Address Spouse Spouse City Children State Phone Zip Code NOTE All 3 of the above forms are using the same answer file 10 NebDocs User Manual 9 16 2009 Using an Existing Answer File You can use an existing answer file to assemble a document or fill a form You can save any changes you make to the answers in the file or you can use the answer file but not save your changes To use an existing answer file 1 Open the template you would like to use 2 At the Answer File dialog box click on the Select Answer File button E7 3 Find the Answer File you want to use Click on Open 4 Assemble the document or fill the form Tip To reopen the last answer file you used click on the drop down menu to select the previous answer files you have used You can select an answer file so that it can be used for all documents you assemble and forms you fill until you select another answer file Check the Remember Selected Answer File box Save an Answer File During Assembly You can save an answer file at anytime while you are assembling a document It
17. s a normal word processing document You can manipulate save and print this document just like any other word processing document You may change your answer or standard document text Any changes made to variables will not be saved in the answer file Saving a Bordered Form hpt Forms with the HPT or HFT file extension When you save a HPT or HFT form HotDocs closes the current answer file You will be asked if you want to save the answers first Any changes you make to the answers in the form once the form has been saved will not be saved in an answer file You will be able to save your documents as and HPD HotDocs PDF Document or as a PDF portable document format A HPD file is editable using HotDocs Filler but the PDF format will not be editable A PDF format is convenient for sharing with others that do not have HotDocs such as clients 1 Go to the File menu click Save Document As 2 Go to the Save Type as field and select HPD or PDF For security options see HotDocs PDF Advantage 3 Name your file 4 Navigate to the directory you would like to save to and click on Save Tip A saved form has the file name extension HPD It also is not connected to the answer file Printing a Form Printing a graphical form hpd in HotDocs with Acrobat Reader allows you to use a variety of printers If you are given the option of using HotDocs PDF driver or the Acrobat Reader driver the Acrobat Reader option is th
18. s are assembling and forms that are confirmed 4 To go back to the first form double click on the form in the Assembly Queue When you close finish with this form the next form will start automatically with the answer file you used for the other document Ne Tip Don t select more document templates and clause libraries than your word processor can have open at one time If you have form templates selected form wizards will only be used if the Use Form Wizard check box is selected at Preferences If it is not or if the forms don t have wizards HotDocs will open the forms in Filler You will need to go back and fill them If you have selected only document templates and clause libraries you will be asked about saving answers when the last document is done assembling If you have one or more form templates selected you won t be asked about saving answers until the last form is saved or closed However when you save a form it is no longer connected to the answer file even though other forms may be NebDocs User Manual 9 16 2009 Saving a Non Bordered Documents rtf Word Processing Forms At the End of Interview send your completed form to your word processor by clicking on the button to send to your word processor or by typing the F11 function key key on your keyboard This will launch your default word processor Once NebDocs displays an assembled document in your word processor the document i
19. text cannot be deleted but must be stricken through Additional text can only be added where existing text does not exist Non bordered forms Document Templates contain the text of a standard document After HotDocs assembles a document it is placed in the word processor for saving printing or additional editing With the purchase of NebDocs you actually have several programs Each is displayed with a separate icon in the HotDocs icon group HotDocs Viewer HotDocs Filler and NebDocs HotDocs Viewer is a software tool that significantly reduces the time spent generating customized documents such as contracts court forms and legal documents The template prompts you for information and puts the finished document back in your word processor By adding functionality and power to your word processor HotDocs helps you generate customized documents accurately and efficiently HotDocs Filler a program that allows you to fill graphics based HotDocs form templates Bordered Forms created with HotDocs Pro It is used to open previously saved NebDocs Bordered documents Once a template is opened and completed it is detached from the NebDocs program and saved as a HotDocs form with the file extension hpd HotDocs PDF Document Hpd files are not recognized by NebDocs and must be opened through the HotDocs Filler program NebDocs User Manual 9 16 2009 Using NebDocs Display the Library To display the NebDocs Library Double click on the
20. u can also show or hide fields by clicking the View Fields button on the toolbar To open a saved form 1 Start HotDocs Filler if it is not already open 2 Onthe File menu click Open 3 Select the file you want to open and click OK or Open If the form was saved as a PDF you can open this form using Adobe Acrobat Reader Please refer to page 11 Saving a Form for more information on the difference of a HPD and PDF file Sx Tip A saved form has the file name extension HPD To create a shortcut of NebDocs on your desktop Choose HotDocs 2009 Player at the Start Programs menu Right click on NebDocs left click on Copy right click on the desktop left click on Paste 15 NebDocs User Manual 9 16 2009 Open Close Save Exit Undo Redo Cut Copy Paste Delete Select All Previous Page Next Page Go To Page Fit Page to Width Zoom In Zoom Out Keyboard Shortcuts Ctrl O Ctrl F4 Ctrl S Alt F4 Ctrl Z Ctrl Y Ctrl X or Shift Delete Ctrl C or Ctrl Insert Ctrl V or Shift Insert Del Ctrlt A Alt PgUp Alt PgDn Ctrl G Ctrl H F10 F9 Keystrokes for Symbols IX EKSOOwMMA aL si NebDocs User Manual Alt 0186 Alt 0162 Alt 0163 Alt 0167 Alt 0169 Alt 0174 Alt 0182 Alt 0188 Alt 0189 Alt 0190 Alt 0153 Alt 0137 16 9 16 2009
Download Pdf Manuals
Related Search