1.Click the Document Assembly icon:
The Libraries & Books screen will appear.
2.Select the Book containing the clauses you wish to assemble.
3.Click the Next>> button. The Clause Selection Screen displays, showing all documents in your new book.
Note: If you are performing this exercise and have selected one of the demo books, you might see rather cryptic names such as 'wil100', 'wil120', etc. in the display. To view the more descriptive 'subjects' associated with these terms, click the 'Subjects' button at the right side of the display.
4.Click on one, several or all of the items you see in the left panel.
5.Click the Add>> button to move your selection from the left column to the right. (You can also double click on the selection to accomplish the transfer.) Repeat until you are happy with your selections.
6.Click the Next>> button.
7.A copy of the clause(s) you selected will quickly be assembled into a new document.
8.If your now assembled document contains <<*Optional*>> or <<*Options*>> or <<*Repeats*>> blocks, they are automatically processed. Once processed, you will have a final draft of the document. If the document contains variables (placeholders for personal data), you would then activate the Instant Database system to either recall an existing data record for the client or customer, or create one. The Instant Database routine is activated by pressing Alt-D (for 'D'atabase).
Many users start the document assembly process from what are commonly called 'templates.' These templates are essentially complete (likely overbuilt) documents. While the above steps will let you access a single document in order to create it, it is not the most efficient way to do so. Using a DropDown List would be much more efficient. See Technique 2 in the next section.
Document Assembly Alternatives: