icon within the document body. When you click the icon, Checkpoint will display the document in a template format:
The Document Assembly feature allows you to create customized documents from standard RIA practice aid templates. It allows you to input variable information one time and have it carry throughout the document.
Documents that are enabled with the Document Assembly capability will display the icon within the document body. When you click the icon, Checkpoint will display the document in a template format:
Note: To customize your individual forms, you can change any of the variable fields (in blue text).
Template Options
The following buttons appears at the bottom of the template:
Save Answers - Use this option to open the Select a Folder window, where you can name your new document and designate which folder to save it in.
Get Answers - Use this option to access a template that you previously created.
Note: To get answers such as client information that you previously saved when you filled out a previous form, select one of the templates in My Folders. Then Checkpoint will extract the input from the fields on the selected template and populate any matching fields on your new document automatically.
Preview - Use this option to see how your document looks at any stage of its creation (in HTML format).
Note: Variable fields that you have changed are highlighted in green. Unchanged variable fields are highlighted in yellow.
Assemble - Use this option to see the final version of your document.
Update Form - Use this option to save any new data or changes before saving the entire document. Checkpoint performs an update automatically before Save Answers, Preview and Assembly. However, you can force the update at any time.
Some of the fields change the form automatically. For example, if you select a particular radio button, Checkpoint will display a new section. Other changes will not be applied to the document until Update Form is executed. For example, when the same value is used multiple times in the template, after you enter the text, it will not appear in all of the other places until you do an update or perform another action that causes an update.