For Contract Relief TM

Exari PowerAuthor

Template and logic authoring

Designed for non-technical authors

Business Analysts or Lawyers can create and maintain automated documents without IT assistance or programming / scripting skills.

Tagless editing of document text

Word-like WSIWYG editing allows authors to create, edit and maintain document content without any exposure to XML tags.

Import / export / share clauses, etc

Clauses and other modules of content can be exported, shared and imported into other templates, for easier setup and maintenance.

Simple forms to set up logic

Authors easily create most logic by completing simple forms, for example, Topic, Question, User Prompts, etc.

Control topic and question order

Template authors can over-ride the automatic ordering of topics and questions in the web interview, by manually setting the order/priority

Spellchecking in PowerAuthor

PowerAuthor now supports spell-checking of templates, both for document text and questions/logic.

Simple mouse-click to insert variables, etc

Variables and other logic can be inserted or applied by choosing from a drop-down menu of available logic

Keyboard shortcuts to insert variables, etc

Variables and other logic can also be inserted or applied using keyboard shortcuts

Table and image support

Tables and images can be inserted in a variety of common formats, including custom logos, etc, in headers / footers

Smart list handling

Exari's smart list handling has now been extended from multi-paragraph lists, to apply also to items listed inline within a single paragraph. For example, the "and" will always appear in the right place no matter which countries are listed in the sentence "This warranty is valid in the USA, Canada, Mexico, and Japan."

Optional tree-view shows document structure

A tree-view can be used to view document structure, giving authors clarity and control over how logic is setup and applied

Document structure simplifies logic authoring

The natural structure of an XML template lets authors handle nested logic without the need for complex "IF, THEN" scripting

Can support arbitrary XML document types

Template and output documents can be setup using general purpose, industry standard, or customer-defined XML doc types

Client-side Java application

Runs on Windows, Mac and other desktops

Web-based "Test Mode" for Authors

An optional "Test Mode" now lets template authors view detailed Variable and Condition names during the web interview, for faster and more robust testing of new or modified templates.

Document assembly logic

Use Variables to insert variable text

Authors define and use Variables to insert variable text for unique things like names, addresses, prices, projects, etc

Use Conditions to include / exclude optional clauses, etc

Authors define and use Conditions to mark optional clauses, sections, etc, for inclusion or exclusion from a final document

Use Repeats to gather / use repeating data X times over

Authors define and use Repeats to enter repeating rows or paragraphs of data multiple times (X times over, or incrementally)

User Text Questions

Authors use these to gather unique answers / data as free text from the end user

Multiple Choice Questions

Authors use these to present end users with a choice of one, many or none from a picklist of Author-defined options

Complex Conditions

Simple wizards help Authors to define complex Conditions based on several different answers, for example "X and Y and Z"

Calculations

Intermediate Authors can use Calculations to define new Variables or Conditions based on mathematical and other functions

Smart function library simplifies complex automation tasks

Authoring of complex logic is dramatically simplified by a library of smart functions, for example, converting a number to words, calculating a date 30 days after today, checking that one date comes after another, sorting a list of items alphabetically, and more.

Database Queries

Advanced Authors can use these to gather answers / data from existing data sources

Flexible Datatype model prevents invalid answers

Authors can specify datatypes for Variables, to validate answers as dates, dollar amounts, numbers, or an extensible list of other types

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user-friendly automation tool

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option to view document structure

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no need for programming skills