Generating a Completed Actionstep Builder Document

In this article:

• Generating a Builder Document
• Working with a Builder Interview

Once your Builder templates are automated, tested and added to your Actionstep matter type, you can use them to create custom documents for your client or matter.

Before you begin:  

• Associate the Builder template with the related matter type. (See Associating Builder Templates with a Matter Type (Admin) for help.)

Generating a Builder Document

To generate a Builder document: 

1. In Actionstep, open the matter you need to generate a Builder document for. (See Editing a Matter for help.) 
2. Hover over the Documents menu icon and choose Generate. The Generate window appears. 
3. Click the Choose template drop-down list and select the template you want to use. Templates automated using Builder appear with (Builder) at the end of the filename.  
4. Review the name and date in the Document name and Document date fields and change them, if needed. 
5. Choose where you want to save the document and provide the required information. For example, if you're using a NetDocuments integration, you can choose between saving to Actionstep or NetDocuments.
6. Click Generate. The interview for the document appears.
   NOTE:  If you've generated this document for this matter before, some of the questions may already be answered. You can change the answers if you need.
7. Answer the questions in the interview. (See Working with a Builder Interview (below) to learn about some of the features of the interview.) 
8. When you're finished with the interview, choose one of the following options:
   • Complete: Click this option to generate and save the document(s) to the matter. To view the document(s) in the Document list, refresh the browser window. For additional help working with the documents, see the following articles:
     • Documents Overview
     • Opening, Editing and Saving Documents
     • Working with the Matter View Page
   • Finish Later: Click this option to save the answers you've entered so you can return later and complete the work. No document will be generated.

Working with a Builder Interview

The following includes some typical elements you might see in a Builder interview: 

A. Click the X to close the interview window. No document will be saved. 

B. Click the drop-down arrow to choose from a list of existing options.

C. Use checkboxes like this to select or clear options/answers. 

D. Click the help icon to view additional information about a question field.

E. Click the arrow icon to provide a specific answer (or set of answers) in the associated list.  

F. Use this status indicator to quickly understand whether the required questions in this iteration of a list have been answered. (If they are not, this icon is an orange circle.)

G. Click the remove icon to remove this set of answers from the document. 

H. Click Finish Later to pause the interview and return to it later. To relaunch the interview, complete the steps described in the previous section. 

I. Click Complete to finish generating and save the document.