DocupletionForms: Brief Overview

$5 per each 200 submissions beyond the first 200 submissions for “Learning Accounts”.

The cost is: $20 per each 200 submissions beyond the first 200 submissions for “Industry Accounts”.

Unlimited members and unlimited groups can be managed by designated members inside the Enterprise Portal.

Have a user sign up for a free account, then invite them as a “Learning Editor” with a “Learning Account” to allow unlimited submissions and full Data-Merge access.

Who It’s Designed For

Primarily for Colleges, Professional Schools, and Graduate Schools so Students can learn Legal and Business Document Processes.

Roadmap for Industry

As our security protocols increase, we’ll expand more resources for Industry purposes beyond Learning.

Volunteer to Fight Sex-Trafficking

We encourage Schools to ask their Students to volunteer with PraxisProfessional.com.

GOOD FOR ANY USE CASE REQUIRING INFORMATION ROUTED INTO PDF DOCUMENTS

OVERALL UNIVERSAL PURPOSE USE CASES

Explore general use cases for any industry or workflow.

Use Cases

OPTIONSPlans, setup, and add-ons NON-PROFITSClient intake, volunteers, grants STAFFING AGENCIESCandidates, offers, time logs LAW FIRMSIntake, filings, engagement letters INSURANCEApplications, claims, endorsements GOVERNMENTPermits, benefits, compliance BANKSLoans, disclosures, KYC onboarding CHRISTIAN SCHOOLS & INSTITUTIONSLearning accounts & teams HIPAA COMING SOON FOR HEALTHCAREHIPAA-ready workflows (in progress)

This is a quick explanation of how to use our “MERGE” so that your form will select and complete documents that you upload to it based on the conditional logic rules you set:

- Make a contact form and set the conditional logic settings so that it asks the required questions based on a person’s answers to the previous questions.

- Make sure to give little bits of explanation along the way in your form so that people understand the significance of each of the answer options.

- Disclaim to your users that your contact form is an expert document system and not legal advice and it is an encoding of a document process with which they are interacting and that it is not your application of your unaided human Intelect to their legal issue and not subsequently a dispensation of advice, neither legal nor otherwise, but is the automatic completion of their documents based on the conditions of their situation which they have indicated by your standing encoding of a document process deemed to be generally accurate, but with no warranty. Disclaim that it is always advisable to have a licensed attorney review legal documents before using them in a manner which will affect their legal rights.

- Click “MERGE” in the upper menu of the program (it is required that you upgrade to our $10/monthly subscription to use this feature) and select the answer conditions from the form that fit with your uploaded PDF document’s blanks (which should all have titles like the ones found on courts.ca.gov on the forms page).

- Then click the “pencil” icon to the right of the PDF template document to edit the PDF’s conditional logic rules for when different parts of the information submitted should be placed into the blank.

To fill a checkbox, make sure to enter “1” or the number that corresponds in the .pdf document you are using in the furthest right box that says “template field option”.

Below is an example of a few conditional logic elements of the beginning of a “MERGE” from a California Small Claims document flow.

NOTE: We are no longer selling WordPress Hosting nor Rackspace Email. We are clearing the messaging about those items from the site, but if you encounter something, please disregard it as we are in the process of removing content about hosting. We are only focusing on our conditional logic contact forms coupled with document selection and completion data-merge capabilities.