Example - Grant Deed

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Example documents

Grant Deed

Preparing a Document for Uploading into FormLizard

On the right is an image of a Grant Deed that has been properly formatted in a word processor. It would be time consuming to have to go through this document and find all of the blanks that need filling every time a Grant Deed needed completing, not to mention the chance of error from missing blanks.

Preparing a document for FormLizard is a one time process. Anywhere information needs to go, simply add a field tag. A field tag is a name, created by you, surrounded by double brackets. This form doesn't reqire too many tags. You can see where we've added tags for the names of the involved parties as well as the sworn date and notary description.

You'll notice that the tags [[grantor1 full name]] and [[grantor2 full name]] are used twice (next to the Grantor's section and below the signature boxes). In the interview, FormLizard will only ask for [[grantor1 full name]] once and will fill in the information anywhere that field tag exists.

Be sure to save the file in RTF format before uploading.

Creating Interview Questions

Once you have uploaded your form into FormLizard you will need to define the questions that go along with each field tag. At left is an example of the information that goes into creating an interview question.

Name - This is what the field is called. This is for your reference only, the end user won't see the field name.
Label - This will appear above the answer section. See below for an example.
Question - To make the interview easier to complete ask the user a question to answer. See below for an example.
Help - Since this is a pretty straightforward question we have left the help section blank.
Type - This dropdown menu is used to pick how the answer will be entered. See Field Types for more information.
Required Field - This field will always have to be filled out for the document to be complete so we've checked "Required Field"
Account Field - These are usefull for information that stays the same from interview to interview such as addresses and phone numbers.

This is what the question would look like in an interview with a question, label (in bold and with an asterisk to denote a required field), and the text field for an answer.

Building an Interview

Now that you have created the interview questions that will be used to fill out your document, you will need to organize them into an interview.

First you will select which documents will be completed by this interview. FormLizard will then show you a list of all of the questions that are required for those documents. Then it is simply a matter of creating pages and dragging the questions on to them.

In the example at right you can see that this interview is made up of three pages, Names, Property, and Acknowlegements. You can also see which questions will be answered on which pages.