nuts & bolts: pika form letters - mplp · template system components - tags continued template...
TRANSCRIPT
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Nuts & Bolts: Pika Form LettersMPLP Fifth Friday Webinar Series
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Fifth Friday Webinar SeriesWhat?
Webinars on technology topics.
What do you want to learn more about? Let us know!
Recordings available at:
mplp.org/Taskforces/technology
When?
Any Fifth Friday at 10:00am
● January 29th - Today!● April 29th● July 29th● September 30th● (Not December 30th!)
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Pika Form Letters: An Intro
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Document Assembly in Pika
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Form Letters
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● Opening letters● Closing letters● Rejection, No-Show letters● Appointment reminder letters● Homework letters● Court reminder letters● Return signed retainer/attestation● Uncollectible/cease and desist
advice Letters● Others?
Use Cases: Client Letters
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Use Cases: Letters to Others ● Pro Bono attorneys - assigning
new cases● Opposing Counsel - cover letter
for service● Court - cover letters for filing by
mail● Opposing party - cover letter for
service, other info● Submitting orders under 7-day
rule
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Use Cases: Forms you need completed● Pro Bono case dispositions● Will or POA questionnaire
(heirs, executor/advocate choices, names, addresses, etc.)
● Divorce questionnaire (property, income, children, debts, etc.)
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And finally...
● Efficiency
● Consistency
● Saving Time
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Fields, Tags and Template Management
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Fields, Tags and Template Management
The Pika Document Assembly feature utilizes a template system to "merge" database fields into end-user documents
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Template System Components
● Template tags derived from database field names ● End-user template files● The form letter management interface
This template system is comprised of three components:
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Template System Components - TagsPika template tags are merely phrases or words enclosed by brackets and percent symbols.
During document assembly, the system replaces a tag with its corresponding data within the rendered document.
%%[number]%%
1-16-00052
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Template System Components - Tags ContinuedTemplate tags are derived from database field names; these tags allow end-users to specify and position record data within form letter templates
● All case and contact table fields (limited to primary client's record) are accessible via template tags.
● Specially correlated tags that combine commonly used fields or require data compilation from multiple tables are also available.
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Template System Components - Tags ContinuedThe following tags would display the name, complete address and stated income of the client attached to the current case record:
%%[client]%%
%%[full_address]%%
$%%[income]%%
Iyama Test
123 Main St.
Anytown, US 00000
$25000.00
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Understanding Merge Tags - Fields
All case and contact table fields (limited to primary client's record) are accessible via a template tag.
● Pika case number● client's full name● client's street address● client's city● client's first name● client's last name● primary attorney assigned to
case
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Understanding Merge Tags - Fields Continuedcases.number
cases.client_id
contacts.address
contacts.city
contacts.first_name
contacts.last_name
cases.user_id
Pika case number
client's full name
client's street address
client's city
client's first name
client's last name
primary attorney assigned to case
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Understanding Merge Tags - Fields Continued%%[number]%%
%%[client]%%
%%[address]%%
%%[city]%%
%%[first_name]%%
%%[last_name]%%
%%[counsel]%%
cases.number
cases.client_id
contacts.address
contacts.city
contacts.first_name
contacts.last_name
cases.user_id
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Specially correlated tags that combine commonly used fields or require data compilation from multiple tables are also available
Understanding Merge Tags - Fields Continued● Opposing party's first and last
name● Opposing counsel's first and last
name ● First and last name of the person
receiving the generated form letter ● The recipient's name, formatted for
use in an opening salutation ("Ms. Smith", "Mr. Jones", etc.) data field tags
● Date on which the document was assembled
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Understanding Merge Tags - Fields Continued%%[opposing]%%
%%[opp_counsel]%%
%%[recipient]%%
%%[recipient_salutation]%%
%%[current_date]%%
Opposing party's first and last name
Opposing counsel's first and last name
First and last name of the person receiving the generated form letter
The recipient's name, formatted for use in an opening salutation ("Ms. Smith", "Mr. Jones", etc.) data field tags
Date on which the document was assembled
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Understanding Merge Tags - Fields ContinuedStock template tag list
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Template System Components - Template Files
Template files contain static text, template tags and formatting as defined by end-users for specific purposes.
● Template files can be created by any word processing application which is capable of saving in the RTF file type.
Compatibility Requirements:
● Though most contemporary word processing applications offer this capability, users may encounter text formatting and tag issues using various versions of Microsoft Word, OpenOffice variants and others.
● Consistent results are attainable using Microsoft Word 2010 and Wordpad
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Form Letter Management
Upon creating document assembly templates, users must transfer these files to their program’s PIka instance for testing and eventual deployment.
Pika provides the Form Letter Manager interface to facilitate this process.
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Form Letter Management
The form letter management interface is accessible via the site map.
Note: users must possess "system" security level privileges to access this interface.
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Form Letter Management
The form letter management interface.
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Form Letter ManagementThe process of transferring user-created templates into a Pika instance entails three steps:
1. Create a folder destination for the template (optional)
2. Browse to select the desired template file.
3. Click “Add File” to complete the transfer
Users can add a description for the file if desired (optional)
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Form Letter Management
The newly uploaded template will be accessible via the document assembly section on the “Documents” tab
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Demonstration
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Tips regarding file formats (doc, docx, rtf)1. Since all of your templates need to be in RTF format you should create an
RTF version of your letterhead that you only use for templates. Most likely you will need to use Microsoft Word to work with your letterhead.
2. After opening your RTF letterhead you should ‘save as’ the name of your template and place it in its own folder (see version control below).
3. While you may need to keep your template in Word for your letterhead to work properly, keep in mind that Word may add unhelpful formatting that can cause problems in the way your templates are rendered on Pika. See the next slide.
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Tips regarding testing and version control1. If certain elements of your template aren’t being rendered properly by
Pika it may be that Word has added unwanted, hidden formatting. You can use a text editor like Wordpad to clean up this formatting by copying and pasting your text (without images) from Word into the editor and then copy and paste it back into Word from the editor. Once the Word document has been cleaned you can re-format, re-upload and test.
2. While testing new templates, it can be very helpful to version control your forms. I like to keep a separate folder for each form, both on my server and in Pika, and keep track of versions, e.g., -v1, -v2, etc. I try to use the exact same file name, plus the version number, so they stay in order.
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What Next?To jump start your Pika forms project, we suggest the following steps:
1. Form a committee of stakeholders including someone with the skills & interest in creating the forms (“Pika Responsible Person”); end-users (attorneys and paralegals in your office); and a supervisor
2. Determine the forms & letters you want to create; prioritize them and determine a timeline for completion
3. End-users draft templates, superviser approve them, and Pika Responsible Person builds them
4. All stakeholders test, debug, retest, debug, etc.5. Train all end-users
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Questions?
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Thanks ~ see you on April 29th!Angela Tripp, Co-Managing Attorney, MPLP [email protected]
Benefo Ofosu-Benefo II, Systems Administrator, MPLP [email protected]
Scott Ellis, Statewide Technology Coordinator, MPLP [email protected]
http://docs.pikasoftware.com/docs/index.php/Admin_Manual_-_Document_Generation_Tags
http://docs.pikasoftware.com/docs/index.php/Document_Assembly
http://docs.pikasoftware.com/docs/index.php/Admin_Manual_-_Document_Assembly