Advance Use II

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   You can use the individual frames of the Q&A Interview to ask not only a series of related questions that lead to a completed document, but also to present a series of separate(but topically related) documents.

   Let’s say that you have stored a variety of different documents covering a host of different subjects all in a single folder. This  example allows an end-user to create an entire Estate Plan Package.

 

QandA11

Figure 10.  The Final Product (seen by the end-user)

   Use the Q&A screen to categorize the the various document. If the folder is one containing a variety of letters, assign frame to (let’s say) cover letters to customers, frame 2, cover letters to vendors, frame 3, cover letters to other contacts.

   If you elect to use the tree service (discussed below) you can not only draw clauses from the current folder, but from any folder ‘under’ this folder.