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We have just finished our “MERGE” inside of the program. This is a quick explanation of how to use it 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” 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.
