Lexis Automated Templates on Practical Guidance

The information in this article applies to the following LexisNexis^® products and services: Lexis+^®, Practical Guidance

Lexis Automated Templates on Practical Guidance help you save time and reduce the risk of errors by building your document with the relevant content and clauses based on answers you provide in an automated questionnaire. You can use Lexis Automated Templates in your browser on your PC, Mac, iPad, or iPhone.

Take the following steps to view a list of the automated templates on Practical Guidance :

1. Click View All next to Tools & Resources.
2. Click Automated Templates.

 Appearance

Outline - Section on the left that includes the brief headers of the document . It is collapsible.
Interview - Main portion of the screen that includes the questions for each section of the form. As questions are answered more questions can appear.
Additional Information - Section on the right that includes drafting notes. The panel is collapsible and is accessible via the "i" icon. The notes are designed to stay at the same level as the question.

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 Create a Document

Automated Templates allows you to create complete documents by answering questions in an interview. 

Take the following steps to create a document using Automated Templates :

1. Select your template.
2. (Optional) Click Build Your Document at the top of the template.
3. Enter the Work Item Name.
   Note: Click Upload if you want to use an existing answer file for your template.
4. Click OK to begin assembling your template.
5. Enter your information in the appropriate fields. The completion status of each section is denoted by the symbols in the Outline. A green circle with a white check means there is information in all the fields in that section. A half green circle means there is information in some of the fields in that section. A white circle means no information has been entered in the fields in that section.
6. Click Next.
7. Continue through the interview. If you want to delete information from a field, click the "X" icon to the right of the field. Click the Actions drop down and select Clear all answers to clear all the answers from the template.
   Note: If you are in an interview and want to incorporate answers from an existing answer file, click Upload Answer File at the top of the Interview panel and select the appropriate answer file.
8. Complete the Final Document Notes with desired selections for Form Summary, Drafting Notes, or None of the above.
9. Click Save & Exit to save your answers and go to Recent Work Items or click Finish to go to the document screen where you can deliver your document and save the answer file.

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 Save a Document

You save the document in Automated Templates when you enter a Work Item Name and click OK. You must download the document to save it locally.

Take the following steps to save your document outside of Automated Templates immediately after completing your template:

1. Click Finish after completing the interview.
2. Click the name of your document under Documents to download the file.

Take the following steps to save your document outside of Automated Templates from the main Practical Guidance page:

1. Click View All next to Tools & Resources.
2. Click Automated Templates.
3. Click Recent Work Items in the top right corner of the page to open the Recent Work Items page in a new browser tab.
4. Click the entry that corresponds to the document you want to save.
5. Click then name of your document under Documents on the right side of the page to download the document.
   Note: You must finish the interview for the template to see the name of your document under Documents.

Note: If you have unanswered questions, you will see variables in your downloaded document.

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 Save an Answer File

You must download the answer file to save it locally.

Take the following steps to save your answer file immediately after completing your template:

1. Click Finish after completing the interview.
2. Click Answer File under Documents to download the answer file.

Take the following steps to save your answer file if you clicked Save & Exit from within your template:

1. Click the entry on the Recent Work Items page that corresponds to the answers you want to save.
2. Click Answer File on the right side of the page to download the answer file in .anx format.

Take the following steps to save your answer file from the main Practical Guidance page:

1. Click View All next to Tools & Resources.
2. Click Automated Templates.
3. Click Recent Work Items in the top right corner of the page to open the Recent Work Items page in a new browser tab.
4. Click the entry that corresponds to the answers you want to save.
5. Click Answer File on the right side of the page under Documents to download the answer file in .anx format.

Note: If you have unanswered questions, you will see variables in your downloaded document.

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 Reuse Answers

You can reuse answers to avoid reentering the same information in templates.

Take the following steps to duplicate a form:

1. Click Finish after completing the interview.
2. Click Duplicate to make a copy of the interview and go to the Recent Work Items page.
3. Click the row for your duplicate form on the Recent Work Items page.
   Note: Your duplicate form should be listed as Copy of [previous form name] under Work Item Name.
4. Click the edit icon next to the work item name on the right to rename the document. 
5. Click Resume Interview to display the interview.
6. Make changes as needed throughout the interview.
7. Complete the Final Document Notes with desired selections for Form Summary, Drafting Notes, or None of the above.
8. Click Finish.

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 Deliver Document or Answer File via Email

Take the following steps to email a completed form:

1. Once the interview is complete, click Finish.
2. Click Email to display the Email Documents window.
3. Complete the To, Subject and Message fields as desired.
4. Check the box next to what you want to email.
5. Click Send.

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 Access Recent Work Items

Take the following steps to access a recent work item:

1. Navigate to a form or the Automated Templates form list.
2. Click Recent Work Items.
   Note: If you are in a form that you have not used before, you need to click Build Your Document and enter a Work Item Name before you can click Recent Work Items.
3. Click the document you want to open.

Or

1. Click to access https://advance.lexis.com/practical-guidance-hotdocs-advance-recentdocuments.

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 Delete a Document

Take the following steps to delete a document:

1. Navigate to a form or the Automated Templates form list.
2. Click Recent Work Items.
   Note: If you are in a form that you have not used before, you need to click Build Your Document and enter a Work Item Name before you can click Recent Work Items.
3. Click the delete icon to the right of the document you want to delete to open the Delete Work Item window.
4. Click Delete.
5. Note: If you have not saved the answer file outside of Automated Templates, deleting the form will also delete the associated answer file.

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 Rename a Document

Take the following steps to rename a document:

1. Navigate to Recent Work Items.
2. Click on the document you want to rename.
3. Click the pencil icon on the right side of the page.
4. Enter the new document name in the name field.
5. Tab out of the field to save the new name.

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