As a Content Provider User
your role in the Document Agility system is to supply content in the form of document templates and interview and configure access and viewing rights to this content. Your efforts in creating and configuring content on the system will create the user experience of the Content Creator Users who use the system to create documents.
Depending upon the Role to which you belong and the permissions of the User Group to which you belong, you may have access to some or all of the following functions as a Content Provider User:
Types of System Content
The Document Agility System uses two basic types of content to provide the user experience for Content Creator Users. Interviews
are used by Content Creators to collect transaction data, and Templates
are used to generate finished documents. Both of these types of content are created using a commercially available Developer product from a software company called HotDocs
. The Document Agility system uses HotDocs' interview engine and document assembly engine to power its content. Details on how to create content using HotDocs Developer is beyond the scope of this tutorial and can be found by clicking here
Interviews provide the ability to for Content Creator Users and Content Contributor Users to capture transaction data. Interviews appear to Users as intelligent, online sets of questions that adapt to the answers they provide and are customized to their role in the document creation process. It is the Content Provider that uploads Interviews for use of Document Agility, connects them appropriately to User Groups, and configures their access rights such that Users' Interviews are suited to the document workflow of the organization.
There are two types of Interviews in the Document Agility system: Interviews that are associated with Transaction Types (as described in the section below), and Interviews that are part of a Template.
Templates and Transaction Types
Templates contain logic and language that convert answers provided through Interviews into accurate and complaint documents which precisely fit the requirements of the given transaction. A single Template creates a single finished Document (or potentially multiple iterations of a single Document). In most cases, a single Transaction
involves producing potentially multiple documents, so multiple Templates are often combined into a single Transaction Type.
A Transaction Type is a collection of Templates that are associated with one type of Transaction. For example, if the Transaction is a commercial loan, the Content Provider many create a Transaction Type called Commercial Loan and includes Templates such as Loan Application, Collateral Statement, Loan Agreement, etc.
Transaction Types are also the items which can be connected with User Groups in order to control the types of Transactions Users can create.
A Content Provider may provide content to more than on Content Creator organization and may therefore want to combine its content into what we call Products
. A Product is collection of Transaction Types. For example a Transaction Type for Commercial Loans and one for Commercial Letters of Credit could be combined in Product called Commercial Financing.
Products are also the items which can be connected with Accounts under the Content Provider in order to control the sets of content to which the various Accounts under the Provider have access.
Access and Viewing Rights for Content
As described above Content Providers are responsible not only for supplying Interview and Template content on the system, but are also responsible for configure the rights that Users have to access and view the content.
Users' Access to Interviews
Content Providers are able to control User's access to Interviews by placing Users within User Groups and granting User Groups access to a Transaction Type using a specific Interview. Content Providers are also able to associate a Static Seed File to pre-populate an interview, as well as indicate the name of the button which allows users to access the interview.
Users' Access to Generating Documents
Content Providers can control Users' ability to view and/or generate Documents from Templates by configuring a User Group's view/generate rights for each Template they upload to the system.
Content Administration Main Screen
The home screen used by Content Providers is the Content Administration screen
. This screen is the first screen a Content Provider sees after logging in. The Content Administration screen displays grids which show all Products, Pricing Plans, Transaction Types and Templates of the Content Provider. It also contains links (depending upon User permissions) to create and edit these various items.
For a details overview of the concepts underlying the Document Agility system in general, see the System Concepts