Adding a document to your model

In order to create documents with the Berkeley Studio, you’ll need to have both a Word template and a model. The basics of document assembly are explained in Introduction to document assemby. Here, we explain how to link you template to the model. We’ll do so with an example model that will be used throughtout the document assembly articles.

The example model

The example model will be based on the Word document shown below. You can download both the accompanying model and the template at the top of this article.

The example document we will create
The example document we will create

The example is about an imaginary contract between a buyer and seller. In the contract, several pieces of text are missing, marked red. We will create a model that asks for this information, so we can generate the right document.

The example model
The example model

The model consists of several nodes. The nodes buyer and seller ask information about the buyer and seller respectively. Next, agreement and duration guarantee ask questions about the buyer and seller agree on. The node text fragments adds the text fragments, which will be explained in Adding text fragments. Last, the node document is where we will link the document to the model.

Adding the document

You can add a document anywhere in the model, but we highly recommend doing it at the end of the model. This ensures that all information is present and therefore the document will be complete. To add a document, choose [ACTIONS > Documents > icon Document]. This will open a window in which you can select your document.

Adding the document
Adding the document

In Name of document you can enter the name of the document or browse your files to select it. The Filename of created document is the name your document will have when it is made. Last, there are several options for documents, such as converting it to PDF or adding the date to it.

Make the document available to your users

Now that we have added the document to our model, we can present it to our users. This is done by adding the Link Document action via [ACTIONS > Documents > icon Link document]. This will show a new window with two fields: one for the accompanying text and one for the link text. In case you have multiple documents in one model, the last field will let you choose which document to present. Keep in mind that you can only present document after you have added it!

Presenting the document to the user
Presenting the document to the user