Once you have created a new document message, you can use the Web editor to begin creating your document from scratch!
If you’d like to upload a document that has already been created in MS Word to edit, read about using the Word editor.
The steps for creating a web document generally go like this:
- Draft content
- Insert user’s responses
- Apply textblock rules
- Edit and delete rules
Learn about styling your web document.
This works like any word processor, with formatting tools in the toolbar. (Learn more about styling your Web document for some quirks in web-based document editors).
There are a few buttons that you mightn’t have seen before.
One is the Insert current date button (the calendar icon in the top right-hand corner).
If you insert this into the document, the date on which the document is generated by the end user will be inserted in the document.
Write or paste the content that you know needs to appear in the document. You can press control Z or the ‘undo’ icon to undo changes.
After that’s done, and you’ve inserted responses and rules, you can work on styling your document.
To use responses in your document, place the cursor where you want the response to appear and then click on the speech bubble icon on the right of the toolbar.
Select the relevant message and, once they’ve been inserted, they’ll appear as the name of the message in purple text.
You will not be able to insert responses if the document does not have a ‘from’ connection.
Apply textblock rules
Rules allow you to determine when text will appear in the document that is generated by your bot.
You apply rules in the Web editor in a very similar way to creating connections and rules between messages.
Once you have selected the block or text, click the Edit rules button in the top right corner. A purple sidebar will appear. Press Add rule to apply a rule to determine when the text will appear.
If a particular clause should only appear if the user has told you that the term of an agreement is greater than two years, you would select the following from the fields that appear:
- Message: Term in years (the name of the message)
- Operation: is greater than
- Response: 2
When you’re done, click out of the sidebar. It will save automatically!
Once a rule has been applied, it will be highlighted in blue! You can edit it by clicking the blue text and selecting the Edit rules button.
Applying multiple rules
You can add as many rules as you like to the text. To do this, just click the Add rule button again. If you do create more than one rule in the same connection, you will need to be aware of how the All/Any toggle works (see below).
Applying Groups of rules
You can also apply Groups of rules, where two or more rules need to be satisfied for the logic to be applied.
To do so, after creating a connection, select Add group rather than Add rule in the sidebar. The group will expand and you will be able to add the rules that you would like met, in the same way as detailed above. Be mindful of the All/Any toggle!
For ease of reference, you can rename your group. Simply click on the name of the rule once it has expanded - the place where you add rules - (for example, "Group 1"), and edit the text.
Apply the All/Any toggle
The All/Any toggle appears at the top of the rules sidebar.
If you have created more than one rule and you select "any", then if any of those rules are satisfied, it will connect to the connected message.
If you select "all", then all of those responses must be given before it connects to the connected message.
It’s like using “And” or “Or” in a Boolean search when you’re doing legal research.
Edit and delete rules
Click on text which is highlighted blue. Select the branching arrows icon in the top right of the toolbar. The purple sidebar will appear.
You can edit rules by changing the fields which are selected for each rule, or add rules to the block of text.
Delete rules for the textblock using the rubbish bin icon.
You can also edit the content in your textblock on the page, even if you have applied a rule to it. Just type in the textblock and click out of it with your mouse when you’re done.
If you want to see if you’ve applied everything correctly, test your bot.