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Fdata Document Builder is a powerful tool that builds templates from sections. This allows you to assemble a variety of documents (templates) from prewritten blocks of text (sections) that are stored in the Fdata Document Builder document repository. For example, Fdata Document Builder would allow you to quickly and easily assemble contracts for a variety of employees, such as office workers, construction workers, and managers, from prewritten clauses that are specific to each employee type.

Fdata Document Builder can also be used to create cases, patient records, quotes, certificates and many other documents. This saves time, increases accuracy and creates documents that are professional and consistent across your organization.

Note: Currently, sections (blocks of text) appear in the template in the order that they were added to the database. In future releases of the Fdata Document Builder, sections will appear in the order that you add them to the template.

Accessing

To access the demo contract:

  1. Click here to access the application. The Fdata Management Software will run and the login screen will open.
  2. In the Username field, enter john
  3. In the Password field, enter password. The Demo Contract window will open, as shown below in figure 1.

Figure 1: The Demo Contract Window

Note: Java 6 is required to run this demo contract. Download and Install Java 6.0 from http://www.java.com/

Creating a New Section

Sections are blocks of text that can be inserted into a template. Sections are kept in the Document Repository of the database and are added to templates one by one. To create a new section:

  1. Create your section in Microsoft Word 2003 or later.
  2. Save the file as an XML document (*.xml).
  3. In the Demo Contract window, select Contracts > Document Section. The Document Section Maintenance Dialog window will open, as shown below in figure 2.

Note: Word 2003 or later is required to save files as document type XML.

Figure 2: The Document Section Maintenance Dialog Window

  1. Click New.
  2. In the Code field, enter a name for your section.
  3. In the Description field, enter a description of your section.
  4. Click the Open File button next to the Document Content field. Browse to and select the XML document you created in step 1.
  5. Click Insert.

Creating a New Template

To create a template from existing sections, you must first create a new template. To create a new template:

  1. Select Contracts > Document Template. The Document Template Maintenance Dialog window will open, as shown below in figure 3.

Figure 3: The Document Template Maintenance Dialog Window

  1. Click New.
  2. In the Code field, enter a name for your template.
  3. In the Description field, enter a description of your template.
  4. Click Insert.

Adding Sections to a Template

Now that you have created a template, you can add sections to it. To add sections to your template:

  1. Click Associate in the Document Template Maintenance Dialog window. The Select a DocumentSection to associate window will open, as shown below in figure 4.

Figure 4: The Select a DocumentSection to Associate Window

  1. Select the section you wish to include in your template from the list. The section will be added to your template.
  2. Repeat step 2 for any additional sections you want to add to your template.

Note: Currently, sections (blocks of text) appear in the template in the order that they were added to the database. In future releases of the Fdata Document Builder, sections will appear in the order that you add them to the template.

Generating the Template

When you have finished adding sections to your template, you can generate your template as a Microsoft Word document. To generate your template:

  1. Click Generate. The Save window will open.
  2. Save your file. It will save as an XML Microsoft Word document.
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