How it works


The XiDRAFT online document assembly system


The XiDRAFT online document assembly system enables lawyers to build and publish legal documents which can be assembled online and can be shared with designated individuals or sold to the public.

1

Build your document & online questionnaire

You can import an existing document and create a questionnaire for that document.
2

Create a hyperlink to your questionnaire on your own website

When the questionnaire is ready, you can generate a hyperlink to the questionnaire and publish that hyperlink on your website.
3

Integrate the questionnaire into your website

It is easy to change the layout of the questionnaire so that it seamlessly integrates into your website.
4

Your users assemble your custom-made document

By clicking the hyperlink the visitors of your website get (secure) access to the questionnaire and, when they have completed it, they can download your document (in HTML or Word format), which is assembled with the input of the data and instructions entered by your users.
5

Share or sell your documents

XiDRAFT comes with a back office enabling you to issue login details for each published document to specific users. When you opt to sell documents through the system, XiDRAFT handles the payment for the transaction.

Watch video "Quick tour"



click here to watch the video: Quick Tour of the XiDRAFT document assembly system


 






Getting started: building and publishing your document in 3x3 easy steps



Register with XiDRAFT and you can start building documents right away



 
build your document with XiDRAFT

1. Prepare your document

Prepare the document you wish to import: you can import any of your existing documents by copying and pasting its text in XiDRAFT.

Edit the text of your document: we recommend that you select a document that is suitable for use as a master document (such as a document that already contains a number of alternate options). Of course you can always further edit your document with the XiDRAFT editor

Remove superfluous paragraph breaks: the text which you import in XiDRAFT will be split up into paragraphs. Each hard return (paragraph break) in your document is interpreted by the system to mean that a new paragraph should be started. Check that your document does not contain any undesired paragraph breaks.

 

2. Upload your document

Import your document in XiDraft: in the document management section click on the button "Start building a new document":


start building a new document in XiDRAFT


Copy and paste the text of your new document: name your document and then copy the text of the document you wish to import and paste it in the designated box; then click on "go".


3. Structure your document

Now you can format your document in the XiDRAFT editor; the way you format your document determines the layout of the document downloaded by your end users.

Set paragraph numbers: the document will be imported into the XiDRAFT system's database paragraph by paragraph and these paragraphs will be automatically numbered. It is easy to change the paragraph numbering in the XiDRAFT editor.

Set the layout of your document: in the XiDRAFT editor you can also change other layout aspects of the document.

Include alternate clauses: your document may have one or more alternate versions of a clause in which case you want the end user to choose between those versions (in the questionnaire you will specify which paragraphs should be deleted by the document assembler when a particular option is selected by your user).

 

Now you are ready to start building your online questionnaire



build your online document questionnaire with XiDRAFT

4. Ask questions

Remember that you are building your questionnaire to get answers from the visitors of your website who wish to download your document (your users); those answers will be used by the document assembler to compile a custom-made document for them.

Add themes: the questions in the online questionnaire which your users complete are grouped in themes. Each theme deals with a certain subject.

Ask questions: when you have added a theme you can start entering one or more questions in that theme.

Define conditional logic: conditional logic allows you to show or hide follow-up questions based on what a user selects in a previous question in the questionnaire.

Add help texts: for each question you can draft a help text for your user so as to assist her/him with completing the questionnaire.

 

5. Collect answers

The answers of your user are the data which the document assembler needs to compile the document. After you have entered one or more questions you can specify the type of answer for each question. There are two types of answers: input fields (where your user must enter data or select a value from a drop down list) and choices (where your user must select an option).

Create input fields: input field answers are answers requiring your user to enter data in the online questionnaire. There are questions where the end user needs to enter a single answer (e.g. just a name) and questions where the end user must enter multiple answers (e.g. a name as well as address details).

Create choices: choice answers are answers requiring the end user to select an option (e.g. whether or not to include a confidentiality clause in a contract). In the questionnaire choice answers have radio buttons preceding them: the end user can only select one of the available options.

Create drop down lists: alternatively you can require the end user to select a value from a drop down list created by you (e.g. a drop down list with the names of the months).


6. Define actions

Now you are ready to define actions by specifying what the document assembler must do with the data and answers collected from your user upon completion of the questionnaire.

Set the locations in your document where your userís answers must be inserted: the data entered by your user in input field answers (such as the name of a party or an amount) or selected by your user from a drop down list must be inserted in the proper location in your document. With the XiDRAFT editor you can insert placeholders in your document specifying the locations where those data must be inserted by the document assembler.

Set the paragraphs to be excluded when the user makes a choice: the options selected by your user in choice answers are used by the document assembler to include or exclude paragraphs from the document. With the XiDRAFT editor you can specify for an option which paragraph(s) must be taken out by the document assembler when your user selects that option.

 

And you are all set to test and publish your document



test and publish your interactive document with XiDRAFT

7. Test and release your document

Test your document: while you are preparing your document and questionnaire you can test it on the fly. In the test environment you can complete the questionnaire as if you are an end user and download the document when you are ready.

Invite others to test: once you have finished testing your document and are comfortable about sharing it, you can invite your friends or colleagues to participate in the test by sending them an email containing a "one-off" link to the online questionnaire for your document.

Release your document: when you have created and tested your document, you can release it for publication.

 

8. Set the "look-and-feel"

Change the "look-and-feel" of your online questionnaire: by default the online questionnaire will have the appearance of the XiDRAFT website. You can change the colors and upload a logo to change that. By doing so the online questionnaire can be seamlessly integrated into your own website.


9. Publish your document

Generate a script and paste it on your website: a document is published by generating a script, copying this script and pasting it on your website.

Share your documents and grant access: you can share documents with your staff or with the members of your professional association or trade organization. As these are the documents of your company, firm or organization they should not be available to the public at large. Therefore, your users will be required to provide login details which details you can distribute to them.

Share your documents with clients or customers: it is also possible to share documents with clients or customers (you may for example provide forms as a courtesy to your clients or customers or as a way to attract new clients or customers). In this case it concerns public documents that everyone should be able to download.

Sell your documents: you can also sell documents to members of your professional association or trade organization or to your clients or customers. When you sell a document, your users pay for the document that they download. Such payments are processed and collected by XiDRAFT.

 






Videos


At this moment the following video is available:

Quick Tour of the XiDRAFT document assembly system Quick Tour of the XiDRAFT document assembly system




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Watch video "Quick tour"



click here to watch the video: Quick Tour of the XiDRAFT document assembly system


 






Tutorials


At this moment the following tutorials are available:

Build your document with XiDRAFT Part 1 - Build your document
Build your questionnaire with XiDRAFT Part 2 - Build your questionnaire
Test and publish your document on your website Part 3 - Test and publish your document




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Frequently asked questions


Formatting of documents

On the left side of your screen is your document editor. Your document consists of paragraphs each of which is preceded by the action menu button , the delete button , the paragraph number (if any) and the edit paragraph button .

Using the paragraph action menu you can: insert a new paragraph above or below an existing paragraph;
insert a page break above a paragraph;
insert the current date;
remove the numbering or change the numbering level of a paragraph;
increase or decrease the indent level of a paragraph;
left, right or center align the text of a paragraph;
change the numbering style of a list to a, b, c etc. (or A, B, C etc.);
set the paragraph number of a paragraph to the same number the previous paragraph has (to be used in case there are alternate versions of a paragraph);
re-start the numbering starting from a paragraph;
move a paragraph up or down.
You can drag the action menu to a more convenient location on your screen with the drag button in the top left corner of the menu.


Editing the text of paragraphs in your document

Paragraphs can be edited in the html editor box which is opened by clicking the edit paragraph button preceding a paragraph or by double-clicking the paragraph itself.

The html editor box is a text editor with the following functionality:
you can view the text in html code and hide this code again;
you can emphasize text by making it bold, using italics or underlining it (it is also possible to use the short-cuts Ctrl-B, Ctrl-I and Ctrl-U);
you can strike through text;
you can copy, paste or cut text (it is also possible to use the short-cuts Ctrl-C, Ctrl-V and Ctrl-X).
The text edited in the html editor box is saved by clicking the "save" button at the bottom of the box (this will also close the box). If you click "cancel" none of the changes you made are saved and the box is closed.

You can drag the html editor box to a more convenient location on your screen with the drag button in the top right corner of the box.

Notes:
1. When editing a paragraph in the html text editor, you can start on a new line (insert a single line break) by holding down the "Shift" key while pressing "Enter".
2. It is not possible to start a new paragraph within an existing paragraph. If you accidentally press "Enter", the html editor box can not be closed. If you wish to insert a paragraph, please open the paragraph action menu of the next paragraph and select "Insert new paragraph above" or "Insert new paragraph below".

 

Creating alternate versions of a paragraph

You may have one or more alternate versions of a clause in which case you want the end user to choose between those versions (a multiple choice). Each of those alternate versions should be included in the document. In the questionnaire you will specify which paragraphs should be deleted by the document assembler when a particular option is selected by the end user. You need to ensure that:
each alternate version is formatted in the same way, and
the paragraph number of each new (alternate) paragraph is set to the same number the previous paragraph has. This is done by selecting the alternate paragraph. Then open this paragraph's action menu and click "Set to same par.number as prev. par.".
When you have set a paragraph to be an alternate version of another paragraph, the number of the original paragraph and the number of the alternate paragraph will be highlighted, white on a blue background.


Inserting a cross reference

In order to create a cross-reference (a reference from one clause in the document to another) you first need to determine which (numbered) paragraph in your document is the source paragraph and which is the destination paragraph.
Then you open the cross-reference menu by clicking the hyperlink "cross-ref" at the top of the document panel. When you select one or more destination paragraphs in this menu, link(s) to the selected destination paragraph(s) will be created and copied to the clipboard.
Once you have copied such a link to your clipboard, you can paste it in the right location in the source paragraph. Open this paragraph and click once at the location where you wish to insert the link (a text cursor will appear in the text) and paste the link using the paste button or typing Ctrl-V. The link you created will look like {12345}.
Save the source paragraph and now you will see that the link has been replaced by the paragraph number of the destination paragraph (which is the number to be inserted by the document assembler at document assembly time).

Whenever you delete or insert a paragraph in the document afterwards, the destination paragraph will be re-numbered. In that case the link in the source paragraph shall also be assigned an updated number.
Note: You may not see any such change until the whole document is refreshed (click "refresh" at the top of the document panel to update your screen).


Building and editing the questionnaire

On the right side of your screen is your questionnaire editor. Questions are grouped in themes. Your questionnaire is built as follows:
Start with introducing the first theme (e.g. "The Parties"). Save the theme by clicking the save button .
Then enter the questions for that theme (e.g. "What is the name of the seller?").
Then specify the type of answers your user should give in response to your questions (for example: should the user enter data or should the user choose whether or not to include a paragraph in the document).
Finally, define what the document assembler should do with your document depending on the answers of your user.

 

Specifying types of answers

After entering a question click on the blue answer box following the question and the answer action menu will appear. Using this action menu you can specify the following answer types:
input field;
input field with text above it;
choice of radio buttons;
drop down list.

Input field answers: these are answers requiring the end user to enter data in the online questionnaire (e.g. the name of one of the parties). By embedding a placeholder in the document you can specify where the data entered by the end user should be inserted in the document at assembly time. There are two options: either you make a question where the end user only needs to enter a single answer and the question is therefore followed by just one input field or you create a question where the end user needs to enter multiple answers. In this case the question is followed by several input fields each having (explanatory) text above it (e.g. the question is "Enter the address of the purchaser" and the texts above the answer fields are "Street", "Postal code" etc.).

Choice answers: these are answers requiring the end user to choose whether or not to include a paragraph in the document or to choose between alternate versions of a paragraph. It may concern a clause, such as a non-competition clause, which is either to be included or excluded at the option of the end user (a simple choice). In this case you add the paragraph(s) with the clause to the document. The system then allows you to specify, when the end user selects the option "no" (i.e. do not include) that that clause is taken out by the document assembler (and, when the end user selects the option "yes" (i.e. do include) the paragraph can stay in the document and no action by the document assembler is necessary. It is also possible that you wish the end user to choose between one or more alternate version(s) of a clause (a multiple choice). In this case each of those alternate versions should be added to the document (see Creating alternate versions of a paragraph).

Drop down list answers: these are answers requiring the end user to choose a value from a drop down list created by you (e.g. a drop down list with the names of the months). Upon document assembly the selected value shall be entered into the relevant field in the document by the assembler.


Embedding placeholders in a paragraph

When you have created an input field answer or a drop down list answer you need to embed the relevant placeholder in the position in your document where the document assembler must insert the value entered by the end user in the online questionnaire. To do this, in the questionnaire editor you first copy the placeholder to your clipboard either by:
clicking the box preceding the colored placeholder name, or
clicking once on the colored placeholder name.

Once you have copied the placeholder to your clipboard you can paste it in the right location in a paragraph in your document. Open the html editor box by clicking the edit paragraph button preceding that paragraph or by double-clicking the paragraph itself. Click once at the location where you wish to insert the placeholder (a text cursor will appear in the text) and paste the placeholder (by clicking the paste button or typing Ctrl-V). Once you have saved the paragraph, the placeholder will appear in the text of the document in the document panel in bold font and with the same color it has in the questionnaire editor.
If in the questionnaire editor you click on the box preceding a placeholder, all paragraphs in the document containing that placeholder will be highlighted in blue.

Notes:
1. For the time being this only works in Internet Explorer and not in Firefox or Chrome.
2. You have to "Allow access" when a warning appears about this: one warning for the "copy" command and one for the "paste" command.

 

Creating answers requiring the end user to enter data (input field answers)

An input field answer is created in two steps:

using the answer action menu specify the answer as an "input field" or an "input field with text above it". Then specify the type of input to be entered in the field by the end user: a short, medium or long string, unlimited text, a numeric value, a date or a monetary amount. Enter a unique placeholder name identifying the input field in the document and, in case of an input field with text above it, enter the explanatory text above the input field. Then save the answer by clicking the save button . When you have saved the answer, the placeholder name appears highlighted by a color.

embed the placeholder in a paragraph in the document (see Embedding placeholders in a paragraph).


Creating answers requiring the end user to make a choice

A choice answer is created in two steps:

using the answer action menu specify the answer as "choice of radio buttons". In the light blue box enter the text to be shown in the online questionnaire next to the radio button. Then save the choice by clicking the save button . Each time a choice is saved, a new light blue box appears where you can enter a new choice: enter the text for the next optional choice in the box and save the choice. Do the same for all the other choice answers.

specify which paragraphs in the document should be deleted for each possible choice. Make sure that all the alternate clauses are included in the document. In the case of a multiple choice create a group of alternate paragraphs (see Creating alternate versions of a paragraph) and ensure that each paragraph has the same paragraph number. Identify for each choice which paragraph(s) must be excluded from the document if the end user selects that choice in the online questionnaire. Click on the button on the right side of the choice. Drag this button from the questionnaire editor to the document editor to the paragraph that must be excluded from the document. When the button is on top of the paragraph you wish to exclude (the text of this paragraph will be highlighted), drop the button by releasing the button on your mouse. After you have dropped the choice the selected paragraph in the document panel will be highlighted in yellow. Repeat this action for all paragraphs that must be excluded from the document by the document assembler when the end user selects this option in the questionnaire.


Creating answers requiring the end user to select a value from a drop down list

A drop down list answer is created in two steps:

using the answer action menu specify the answer as a "drop down list answer". Enter a unique placeholder name identifying the field in the document where the value selected by the end user must be inserted and enter the first item in the list. Then save the answer by clicking the save button . When you have saved the answer, the placeholder name appears highlighted by a color. Now you can enter the other drop down list values. Each time a drop down list value is saved, a new light blue box appears where you can enter a new value.

embed the placeholder in a paragraph (see Embedding placeholders in a paragraph).

 

Using conditional logic and making bypasses in the questionnaire

Usually when you create a question with options (with choice answers), each such option requires a different follow-up question for the end user and those follow-up questions should be displayed separately from each other. With conditional logic it is possible to show or hide follow-up questions based on what an end user selects in a previous question in the questionnaire. For example, you can ask the end user whether a dispute resolution clause should be included and, if the answer is "yes", the end user should then be able to choose whether disputes should be resolved in court or by arbitration:
when the end user selects the court option, in a subsequent screen you would ask a question regarding the choice of jurisdiction, but
when the end user selects the arbitration option, the choice of jurisdiction question should be skipped and instead a different screen should be displayed where the end user can choose which arbitration rules should apply.

You can apply conditional logic in the questionnaire editor by adding all the follow-up questions to the questionnaire and making a bypass from each of the relevant answers to the appropriate follow-up question. When a line of questioning is finished within a theme (in other words you have asked the last question relevant to the topic selected by the end user in the first question), you can make a bypass to skip the next question(s) and go to the following relevant question or to divert the end user to the end of the theme.

Bypasses are made as follows:
click on the button on the right side of the choice and drag it to the relevant follow-up question below the choice or to the end of the theme.
when the text of the relevant follow-up question or the end of the theme is highlighted, drop the button.
you will see that two colored boxes have appeared: one to the left of the answer and the other (with identical color) next to the follow-up question (or at the end of the theme) indicating that you have successfully created the bypass. Each bypass has its own distinct color allowing you to easily view which bypasses have been created.
repeat this action for each choice.

You can delete a bypass by clicking on the colored box.

Creating helptexts for a question

For each question you can draft a help text for the end user so as to assist her/him with completing the questionnaire. To do this open the html editor box by clicking the button following the answer, enter the help text and click "save" when you are done.

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Editing tips & troubleshooting


Using Internet Explorer 9

The XiDRAFT document assembly system has been designed for Windows Internet Explorer 8. If you upgraded to Windows Internet Explorer 9 ("IE9"), it is possible that our website does not (yet) function or display correctly. When you turn on compatibility view in IE9, the website you're viewing will be displayed as if you were using an earlier version of Internet Explorer. This is done as follows:
If IE9 recognizes a webpage that isn't compatible, you'll see the compatibility view button on the address bar.
By clicking the compatibility view button the button will change and appear in a solid color: .
From now on the website will be displayed in compatibility view. As soon as the website receives updates to display correctly in IE9, compatibility view will automatically turn off.

Allowing access to your clipboard

The XiDRAFT system regularly uses your computer's clipboard. Each time you have to "Allow access" in order to be able to proceed.
If you accidentally click "Don't allow" you need to close and re-open the webpage before you continue.

Full screen mode

Press F11 to make your browser go into full screen mode and F5 each time you wish to refresh the page; you will get a lot more working space! Press F11 again to return to your original screen.

Refreshing your screen

Sometimes it can happen that you do not yet see a change which you made to your document or questionnaire. In this case you can refresh your screen by clicking "refresh" at the top of the document panel or at the top of the questionnaire panel.

Cleaning up embedded code

Most text editors and word processing applications use hidden format and style code to format documents (for example font types, font size and other attributes such as bold, underline and italics, paragraph styling instructions etc.). Especially Word documents may be heavily formatted in this way. Usually, when you copy and paste text from a document, you will also copy and paste all of this embedded code. When you import text in the XiDRAFT system, the embedded code will be stripped from the copied text, but if you decide later to copy and paste additional text from another document into your document in the XiDRAFT editor, you will also copy and paste all embedded code.
Embedded code may lead to unexpected results upon the assembly of your document. Should this occur, you have to remove the undesired embedded code manually. You can do so by opening the relevant paragraph(s) and clicking on the html button in the html editor box (see Editing the text of paragraphs in your document).
If you wish to avoid problems with embedded code altogether, we recommend that you strip all embedded code from the text yourself before you import your document in the XiDRAFT system by using Notepad. By copying a text to Notepad you will strip the embedded format and style code after which you can copy and paste the text from Notepad to the html editor box.

New paragraphs

It is not possible to start a new paragraph within an existing paragraph. If you wish to insert a paragraph, please open the paragraph action menu of the next paragraph and select "Insert new paragraph above" (see Formatting of documents).

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