Exari Engine
Document Assembly Engine
Easy to use web browser interview
End users are guided through an intuitive questionnaire or interview in their web browser, with little or no need for training
Full document preview in the web browser
Documents are previewed in the web browser (as HTML), so that users can check and change drafts before launching Word or PDF
Browser preview uses "hot spots" to show & change answers
Rolling over variable text shows the link between text and answers, and a simple mouse click lets users change any answer
Express or comprehensive interview
Users can choose an express interview (answer only key questions) or a comprehensive interview (answer every possible question)
Interview Progress
A new sidebar is displayed during the interview, allowing end users to track their progress through each topic to be covered. The sidebar also provides a dynamic report of questions answered, and questions remaining, as the interview progresses.
Dynamic Interview Pages
Active (AJAX-enabled) interview pages provide a more reponsive user experience, with instant display of relevant follow-up questions and warnings during the interview. For example, new questions may appear "live" when a user answers a multiple choice question in a particular way.
Learning mode
An optional "Learning Mode" now lets you keep track of which answers are most commonly chosen by other users, taking into account their previous choices during the Exari web interview. For example, users who choose English law with capped liability, will then see an indicator showing that others in the same scenario capped their liability at 2x fees, nine times out of ten.
Fast forward button to skip the interview
Busy users can jump straight to a draft document based on a standard set of default answers set-up by the template author
Fast forward and back buttons
Fast forward and Back buttons are now available on every page of the interview process, giving users increased flexibilty.
Defer questions if "not sure"
A new (optional) feature in the web interview allows users to check "not sure" for any question, deferring their answer till later, and allowing them to see all available options in the text of the document.
Optional bias feature for commercial documents
For contracts and commercial documents, templates can be set-up with default answers and clauses biased towards a specific party
Save and re-load answer files
Complete or partial answers from an interview session can be saved for re-use later on, with the same document or a related document
Save or quit at any point in the interview
Users can save their answers, or simply quit, at any point during an interview, allowing them to resume at a more convenient time
Interview pages auto-generated from each template
The server automatically presents end users with relevant questions, grouped by topic, as a series of dynamically generated web pages
Optional topic-by-topic interview
Interview pages can be configured to filter questions topic-by-topic, or to present as many relevant questions per page as possible
Contextual notes and help
User help, notes and advice can be added to questions, documents and clauses, with links to more detailed online reference material
Capture formatted text during interview
Users can add formatted text during the web interview, making it easy to add on-the-fly formatting to sections of a document, or to copy and paste styled text, including tables.
Capture custom logos and images during interview
Users can upload images during the web interview, for example to add a customer logo to a sales proposal on the fly.
Interview summary
A summary of all questions and answers is available at the end of each interview session
Set interview features based on role, user, folder, document
The features of the interview, eg, whether they receive Word or PDF output documents, can be configured differently for different users, roles, folders or template documents.
No downloads or plugins
The browser based interview does not require any special software or plugins to be downloaded to the end user's computer
Browser independent
The interview works through most mainstream web browsers, including Internet Explorer, Mozilla and Safari
Internationalization
Enhanced internationalization allows message text and buttons to be configured for different languages.
Delivery Options
Intranet
Deliver browser based document assembly to internal users as a seamless part of your Intranet or internal portal
Extranet
Offer secure, web based document assembly to clients, customers and staff via your extranet or external portal
Internet
Deliver web based document assembly solutions via the Internet and reach new customers at low cost
Document Output
Web / HTML
Create draft or final documents in HTML for instant viewing and review in any mainstream web browser
Optional HTML copy-protection
To frustrate end users from copying and pasting a document from the web preview (HTML) page, optional copy-protection can be applied to that preview page.
Word / RTF
Create documents in RTF with your styles and numbering, ready to edit in Word, WordPerfect, WordPro and other word-processors
Create documents in PDF, with consistent styles and numbering, allowing some users to print but not edit draft or final documents
XML
Create documents in native XML formats, using your preferred DTDs, for deep visibility, portability and re-use of document content
Postscript output format
Create documents in PS format for high quality print output.
Styles
Your styles are easily extracted from your existing Word templates, then re-used to deliver a consistent look and feel across all output
Auto-numbering and cross-references
Generated documents are automatically numbered and cross-referenced during assembly, with outline numbering in RTF output
Custom transformations
Option to create custom transformations which provide unique tailored or filtered views of document content and data
Interview or data-driven
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 V5.1, 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.
More Flexibility
With Exari V5.1, 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.
