Documents
From the main navigation, the Documents dropdown has the different sections of the Documents page; one link brings you to the Fellowship documents. Most documents have videos - each individual document has a video on its page with instructions
Documents are categorized into sections, with a navigation listing the sections and the documents under each. We create these templates for seven different common law jurisdictions, so there's a filter to select documents specific to your area - between the filter and the navigation you should be able to find everything you need. On mobile, a button reveals the navigation.
Each document has its own page. Across jurisdictions there's usually just one video and write-up, with slight variances; watch one and it mostly applies to the others. The write-up covers what the document is, who receives it, why it's sent, and additional information. Related content is linked in the sidebar - courses, events, or videos related to that document, which help you decide whether you want it or how to use it. There are disclaimers, and then the area where you generate the document.
Your generated documents they show up in a section of the page, with the version so you can tell whether you've used the latest one. Members can see the discussion on the document and comment right from the page.
When the document is created, what you see is a preview showing where your information will go - it appears in red - and there's a form for your document details. You can add a title and a note, handy if you're generating several of the same document. The link to complete the form and generate your document stays there until you've saved.
Form pages have details unique to that form plus general instructions for using forms with documents - be sure to read those. This example form is simple, with three inputs. You can save fields one at a time or all at once; validation errors show up inline, like "your address lines cannot be blank." There's also a notes area - you don't have to finish the form right away; maybe you need to get a certified mail number first - and notes there save automatically.
When you're ready, use the preview button. You can toggle on highlighting to show your information in the document, which helps you see where it's going and proofread it. Hovering over a field gives an indication of how to fill it out.
Preview again and once you're happy, use the Save button to complete your document. Saving locks the document and the form - which is exactly why you proofread first - and after that, any changes require contacting support. Saving takes a moment to generate, and then you can download the document with the link, and still go back and view the form.
There are a couple more things about accessing your documents from your user account. All your documents are also there - from the Account Info link in the top navigation, there's a Documents link in the side navigation (on mobile there's a separate user menu). That list includes things like your membership agreement along with things you've generated manually, and you can add a title and notes and use the links to view each one. Back on a template page, you can also see it in your list of generated documents.
00:18
This video is going to be a walkthrough of the Documents pages for the Fellowship, as well as a tutorial of our document-generating system and how you can use it and fill in data and forms to generate documents that are customized to you. So our Documents page from the main navigation, we have the dropdown here. These are different sections of the Documents page. So you can click here to come to the Fellowship documents.
00:45
Our documents, most of them will have videos. This is just a video about the documents, generally speaking. Each individual document will have a video on its page with instructions. Please watch the videos. Please read through the content. There is some overlap, but it's also just important to understand what's going on with these documents, how to use them, and things like that.
01:10
It'll answer most of your questions if you watch the videos and do the reading in advance. Also, you'll find things like this. So here's just a little notice. If you see a document that's not listed here, we will come up with templates for the documents if they can be templated. So members can request this in our community forum, guests can submit a support request, and if we can create a template, we can do that. If it's too specific, that can be handled one-on-one as well.
01:50
Our documents are categorized and broken up into sections. So you can see over here you have a navigation on the side with the different sections, and under each section is the different documents. So you can use this navigation here to skip to different parts. As you can also see, we create these document templates for seven different common law jurisdictions. So, depending on where you're from, you might want to come here and use this filter to select documents that are specific to your area. So by using this filter and using your navigation here, you should be able to find everything you need.
02:27
If you're on a mobile device, you can use this little button right here. This will show up. So you can use that to reveal this and navigate the Documents page. Once you find a document that you're interested in or looking for, you can click on that document, and it'll bring you to a page for it. Each document has its own page. For the different jurisdictions, usually, there's just one video and write-up.
02:52
They might have slight variances for the jurisdictions, but for the most part, if you've watched the video on one, it'll be the same for other jurisdictions of the same document. Same with this text here. So you can see for our core rights notice, we have information about what the document is, who receives it, why is it sent, and additional information on that all here to read. We also have related content linked in the sidebar. So there will be sometimes courses or events or videos that are related to that document, which would be informational for you to help decide whether you want it or informational for how to use it.
03:32
You have these disclaimers here. This is the area where you would generate your document. So once you've started to generate documents, you'll see them show up here. So you can see this user that we've set up has already generated this document twice. You can see the current version. So you can tell if you have used the latest version, if there have been any changes. Below on the Documents pages for our members, they will be able to see the discussion on the documents. So they can also comment right from here. So if you have any questions about it, you can comment and ask right before you even decide to use it.
04:08
So for generating documents here for our members, you can see that there's the option of whether to contribute or not. So you can choose from what we would use as a default donation. You can use your own amount, or you can choose not to contribute. Please, if you can afford it, provide a donation, because a lot of work goes into not just the documents, but setting up this whole system so that people can generate them. So for our example today, let's choose to donate $25 before we are generating our document. So here, if you do have a saved payment method, you can just submit right away and select that.
04:55
And there we go. So now this is the beginning. Our document has been created, so to speak. You'll be able to go through here and read the document. This is a preview. You will be able to see where your information will go. That will be in red when you're looking at it. We do have the ability to preview it with your information in it. We'll look at that in a minute after we start to fill out some information. There is this form here for your document details. So say you're generating four of these documents.
05:22
You might want to just add information about that. You can add a title, and you can add a note. Here's just a little note. So when the document is ready, you can click this to save it, and you are going to have to fill out a form with your information. So that is what we will do. This link to complete the form and generate your document will be here up until you've saved it. So we can follow this to come and check out the form.
05:57
On our form pages, we do have details about the form, which is unique to each form. We also have general instructions here for using forms with documents. So please do be sure to read those. And here, as we can see, this is a very simple form. We only have three inputs, so I'll fill it out and When we're filling out the information, we can use these at the end to save it.
06:20
We can do it one at a time like that. We can also use this link to save everything at once. If there is any type of validation error, you will see it here. So you can see, "Your address lines cannot be blank." So let's put in a line for the address. And we'll save it, and there we go. All fields saved successfully. So in addition to that, we do have a notes area.
06:48
You don't have to complete the form in your document right away. Sometimes there might be inputs here, like sometimes we have a certified mail number. Maybe you need to go get a certified mail label before you can finish your form. So we do have the ability to put notes here. You can just write anything, and it will automatically save it. So you can keep track of information like that. And then when you are ready, you can go back and preview the document by using this button right here.
07:19
So let's do that. Let's go and preview our document, and it'll bring us back to this page. So here's where this section comes in handy. So you can use this, you can toggle this on to highlight your information in the document, which will help you see where your information's going. It can help you proofread it. So checking it out right here, we can see the name, we can see the address, and we can see the state. I purposely filled this out wrong.
07:44
So your address for correspondence, that should be your full address. So there is a mistake here, let's say. I filled out the form wrong. So I can actually, after proofreading this, go back. We can go down here and complete the form. You'll see that you can save it. This is why it's important that you proofread. So you're going to want to make sure you read the document and make sure that everything is right. So in this case, it's not. We're going to come back here and complete the form.
08:10
And so we have your address lines. Now, we can hover over these little things, and it will give you an indication of how to fill out that field. So if I had done that before, maybe I would've understood that I needed all the lines. So this says, "The lines for the address this mail is received. Add as many lines as needed to display your complete address." So let's go through and add some more things here. In this case, let's add our name at the top.
08:34
So let's do Bob Doe. And then here, let's just put... So there we go. This is actually going to be a common pattern. If you do have to fill in an address with our documents, this is how you're going to do it most of the time. So now we can see everything's saved successfully.
08:59
Let's go back and preview the document, and boom, there we go. So now we see the address for correspondence is all filled out. I can use this to highlight the information in the document, and there we go. Now I can proofread it. I can be happy with it. And at this point is when I would come down here and use the Save button so that it will complete my document. At that point, it locks the document, it locks your form, so this is why we proofread before we go ahead and save it.
09:31
Since we have proofread our document, we can use our button now to save it, and it'll take a moment to save and generate it. And at this point, you can download it. So you can use this link to download your document. You can also go back and view the form if you are interested, like we said. The saving procedure locks your form, and it locks the document, so if you need to make any changes, you're going to have to contact support to have that done. So that wraps up the main portion of generating your documents and using the form system.
10:02
There are a couple other things that we can show you about how to access your documents from your user account. All of your documents are also available through your user account area. So if you want to go to the account info from the top navigation, there will be this link for documents in the side navigation. If you're on a mobile device, there's a user menu separate that you can click.
10:28
So here you can always see the list of documents. So this includes things like your membership agreement, as well as things that you have generated manually. And you can use this interface as well. So you can come right here and add a title. You can add your notes here, too. And then you can use these links to view your document. So here's the one we just saved. We can go back here and access it that way.
10:54
If we go back to the template page here, we can also come down and see it in our list of generated documents. So there's Bob. So this is a pretty complete walkthrough of our document-generating system. If you have any questions, please feel free to add a comment or go to the community forum and ask a question. We're looking forward to it. We hope you guys like this. We've put a lot of love and effort into it, into the system, as well as the documents.
11:18
So thanks for listening all the way through.
