In this tutorial, you will learn how to draft documents with our decision tree software (document automation). These could be simple documents, stating a fact or two, or complex and dynamically created documents, such as legal contracts.
In order to create a document with the Berkeley Studio, at least two things are needed: a Berkeley Studio model and a Word document (
.docx). This Word document will act as template and the Studio will use that template to create a custom document. To do so, the template contains text fragments. Text fragments are pointers which are replaced when you run the Studio model.
For example, a Word template can contain a text fragment called ‘name’, and the Berkeley Studio model has a question that asks for a name. When you run the model and enter your name, the Studio will replace the text fragment in the template with the name you entered.
Text fragments can be created from (plain) texts, questions and formulas. You can also give them conditions or delete sections altogether. The next sections will discuss how to add a document to your model and will cover the use of text fragments.
Please note that from Berkeley Studio version 4.6 and later, most of the functions discussed here also work in Power Point.