Contract Automation Resources

Document Assembly Engine

Interview or data-driven document assembly

 
Dynamic web interview with end users
Data required for document generation can be dynamically gathered from end users during an interactive web-browser interview
 
Re-use saved answers 
Data from complete or partial answer files can be used to generate any document that shares the same logic / data
 
Feed answers from other applications
Documents can be assembled automatically using data or answers fed in from other applications or databases
 
Tailored User Experience 
With Exari, the user experience can be tailored based on a wider range of user login details. For example, if the user login has language set to French, the system can automatically display an interview in that language. Or different questions and different documents can be displayed, depending on whether a user login is tied to the "Legal" or the "Sales" Group.

Multiple choice questions
Contract authors use these to present end users with a choice of one, many or none from a picklist of Author-defined options.
 
More Flexibility
With Exari, interview flexibility has been improved, for example, by allowing users to shuffle, change, add or remove their answers to any repeated rows of questions. Users also have greater flexibility to save answers into different folders of the Repository.
 

 


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Update answers via interview
  
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 Change answers via active web preview
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