Creating Builder 'Apps' to Use When Generating Documents

Apps are used to make one or more templates available for document generation.  

Specifically, an app consists of one or more related templates (and their components). When generating a document or group of documents, an app will determine which questions are needed (based on the contents of the underlying template) and then create and save the related document(s). For example, if you are creating a collection of Estate Planning documents, you can use a single app to ensure all the related documents are generated. Similarly, if the template will be used in isolation, you can assign it to its own app.   

When you create a new template, you are asked to associate it with an app. To do this, you can create a new app (which can be named the same as the template), or you can assign it to an existing app.  

To associate a template with an app: 

1. Log in to the Builder Online Workspace. (See Accessing the Builder Online Workspace.) 
2. Click the Designer tab on the global navigation bar.  
3. In the Elements list, select the catalog model for the app you want to create. For example, if you want to create or assign an app for a Power of Attorney document, select your Estate Planning catalog.
   NOTE: Actionstep-based catalog models have an as:mt_ prefix. They are usually listed at the top of the list. 
4. Click the Apps tab. A list of existing apps and their details are shown. 
5. Complete either of the following steps: 
   • To assign a template to an existing app, select the app and then add the template to the App Template field. You can  do this by finding the template in the list on the right side of the page and dragging it to the field. 
     TIP:  Filter the list by templates to more quickly find the template you want to use.
   • To assign a template to a new app, click Add a new app and complete the form that appears. In the Initial Template drop-down list, choose the template you want assigned to the app.
6. In the Options section, select App generates a document for each template referenced above to generate individual documents based on the underlying templates.  
7. In the Upon completion by external users section, clear Automatically close external access when user completes app. (If this is selected, you will not be able to generate documents using this app from within Actionstep.)
8. Click the Save icon to save your changes.  

You can test the app by selecting the catalog name along the top of the page and then clicking the Create Record drop-down list and choosing the app. See Creating Builder 'Apps' to Use When Generating Documents for more information. 

You can also include this app in the Actionstep matter type. See Associating Builder Templates with a Matter Type (Admin) for more information.