Document Builder Contract Demo

Fdata Document Builder is a powerful tool for improving the quality, consistency, and accuracy of your organization’s documentation. Our software solutions allow you to assemble a variety of documents (templates) from pre-written blocks of text (sections).

Sections are securely stored in the Document Builder document repository, and are reused and reassembled as needed. Authorized users can access the document repository in order to create, update, maintain, and reuse document sections. Permission-based access results in greater document control, and a standard look and feel for all of your documents.

Fdata’s Document Builder makes it easy to assemble and reconfigure content to create new information products. Use Document Builder to save time and resources, increase accuracy, and create documents that are professional and consistent across your organization.

Accessing the Contract Demonstration

The Document Builder demonstration is based on the creation of a contract. The demonstration guides you through the process of creating a contract from a template and pre-written sections of text.

Java 6 is required to run this Document Builder demonstration. Download and install Java 6.0 from http://www.java.com/.

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, and then click Ok. The Demo Contract window will open.
Creating a New Document Section
Sections are individual blocks of text that can be inserted into a document template. Sections are stored in the Document Repository and can be added to a template one by one.
To create a new document section:
  1. Create your section (discrete block of text) in Microsoft Word 2003 or later.
    Note: Microsoft Word 2003 or later is required to save files as document type XML.
  2. Save the file as an XML document. (*.xml)
  3. In the Demo Contract window, click the Contracts menu, and then click Document Section. The Document Section Maintenance dialogue box will open.
  4. Click the Add New button. The New Document Section tab will open.
  5. In the Name field, enter a descriptive name for your section.
    Tip: Using descriptive and meaningful names will make your sections easier to locate.
  6. In the Description field, enter a description of the sections content.
    Tip: The date that the section was created will automatically appear in the Created field.
  7. Click the Open File button next to the Document Content field. Browse to and select the document section that you created in step 1.
  8. Click the Insert button. The section you created is added to the document repository and can now be added to document templates.
Creating a New Document Template
To create a document from existing sections you must first create a new template (document). Once you have created a template, you can pick and choose appropriate sections of text to create new documents, or update old ones. Instead of starting from scratch every time you need to write a document, you can easily reconfigure sections to match your current information needs.
To create a new template:
  1. In the Demo Contract window, click the Contracts menu, and then click Document Template. The Document Template Maintenance dialogue box will open.
  2. Click the Add New button. The New Document Template tab will open.
  3. In the Name field, enter a descriptive name for your template.
    Tip: Using a descriptive and meaningful name for your template will make it easier to locate.
  4. In the Description field, enter a description of your template.
  5. Click the Insert button. Your new template has now been created.
Adding Sections to a Template
Once you have created a template, new sections can be easily added. By using a pre-formatted template as a starting point, you can create standardized documents that do not have to be recreated every time they are used or changed.
To add a section to a template:
  1. In the Document Template Maintenance dialogue box, click the New button. The Document Section Link Maintenance dialogue box will open.
  2. Click the Browse button next to the Document Template field.  The Document Template list will open.
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  3. Double-click the document template that you created. The name of your template will be automatically entered next to the Document Template field.
  4. Click the Browse button next to the Document Section field. The Document Section list will open.
  5. Double-click the document section that you created. The name of your section will be automatically entered next to the Document Section field.
  6. Next to the Order field, enter the number that corresponds to the order in which you want your section to appear. For example, if you enter the number 3, your section will appear as the third section in the document.
  7. Click Insert. The section you have added will appear in the Document Section list on the Document Sections tab, in the correct order.
  8. Click the New button. The Document Section Link Maintenance dialogue box will open.
  9. Repeat steps 5, 6, and 7 for each additional section that you want to include in your template.
Rearranging Sections in a Template
One of the many benefits of using the Fdata Document Builder is the ability to quickly and easily rearrange sections in a document template.
To rearrange sections in a document template:
  1. In the Document Sections tab, double-click the section that you want to reorder from the Document Section list. The Document Sections Link Maintenance dialogue box will open.
  2. In the Order field, enter the new number that corresponds to the order in which you want your section to appear.
  3. Click Update. The section will appear in the Document Section list in the new order.
Generating a Template
When you have finished adding sections to your template, you are ready to generate your template as a Microsoft Word document.
To generate a template:
  1. In the Document Template dialogue box, click Generate. The Save window will open.
  2. Name and save your file. It will save as an XML Microsoft Word Document. The Document Wizard prompt will open.
  3. Click Yes to view your template.  Your new document will open with Microsoft Word.