Welcome. What is it?¶

I-Deal Docs is a powerful software tool that automates document assembly in Microsoft Word and email creation in Microsoft Outlook. It contains a number of modules that work together to assemble new documents and emails by combining segments of pre-existing text with answers gathered through software-driven interview questions. Using the collected answers, the system automates the variable and rules-based conditional text within each document or email. For Word documents, the information collected is automatically saved and can then be reused to generate follow-on documents. This minimises data entry time, reduces proofreading effort, and lowers the risks associated with human error.

Your template administration personnel would create the interview questions and set up the rules for the conditional text. The process does not involve macros or require the involvement of specialist programming staff.

The major components of I-Deal Docs are:

Variable Prompt to replace manual search-and-replace and cut-and-paste methods of generating documents with a set of interview-style questions. The information collected then populates the document, including the rules-based inclusion and removal of conditional text

Related documents to reuse the transaction-specific information collected through the Variable Prompt process to generate follow-on documents

Clause Library to centrally store and enable the quick insertion of text, graphics, fields, tables, and other frequently used items into a document or email. Clauses can be saved as either corporate-wide or personal

Common Address to centrally store and enable the quick insertion of commonly used addresses

Outlook integration to enable users to create new emails from templates, including the use of the clause library and prompting for variables

Keyboard prompting to set “stop” points within document text at locations where manual action is required because rules-based insertion or removal of conditional text is not possible or feasible

Ribbon builder to modify the Word and Outlook ribbons, including creating additional tabs and adding new groups and buttons to Office’s built-in tabs

Cross-referencing to insert new cross-references, check existing cross-references, and scan for hard-typed text that matches the pattern of a cross-reference

Rename comments and revisions author to change the name attached to comments and revisions

Issues check to scan document content for potential problems, such as broken cross-reference fields or the presence of proprietary content

Compare Styles to compare all settings of all Styles in the current document with those in another document of your choice

Exhibits helper to simplify working with uniquely numbered or lettered exhibit marks in court submissions, affidavits, and similar documents

Plain English to check document content against a predefined list of words, phrases, and formatting that should be avoided

To-do markers to flag areas or issues in a document that cannot be resolved immediately, such as the need to confirm wording with a higher authority

Background generation environment to allow long-running tasks, such as assembling large, complex documents, to be performed on dedicated backroom computers.