Document Assembly

Quick Start

• Create a Simple Precedent

Overview and Concepts

• Document Assembly Overview for General Users
• Document Assembly Administrator Overview
• Precedent Libraries, Clause Libraries & InfoSheets
• InfoSheets: Default Values, Conditional Fields, and Blocks
• Document Assembly Functionality Overview

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Precedents

• Create a Base Template
• Create a Precedent

Precedent Libraries

• Set Up and Manage Precedent Libraries Using Local Drives
• Set Up and Manage Precedent Libraries Using SharePoint

InfoSheets

• Create an InfoSheet
• Configure Conditional Fields in InfoSheets
• Create and Configure InfoSheet Blocks (Repeating, Conditional, and Nested)
• Export and Import InfoSheets (JSON)
• Use Fragment Selector Fields in InfoSheets

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Fields and Data

• Insert Merge Fields and Map Content Controls in a Precedent

Fragments and Clauses

• Include Clauses Automatically in a Precedent (OA INCLUDE Tags)
• Insert Fragments and Clauses in a Precedent
• Remove Clauses or Lines in a Precedent (OA REMOVE Tags)
• Use Inline Clause Pickers in a Precedent

Signatures

• Configure Signature Placeholders and Rules in a Precedent

Document Assembly Process

• Manage (Save) an Assembled Document into OneLaw
• Run a Precedent