Legal Document Automation with Docassemble

Install Docassemble on a desktop using Docker, covering Docker Desktop for Windows, enabling WSL, installing the Linux kernel update, and completing required restarts.

Explore docassemble playground basics: create interviews, manage templates and questions YAML files, upload and download interviews, and use code snippets to build interactive interviews.

Create a docassemble hello world interview in a yaml file using a lowercase question block and mandatory: true code block, then run to display hello world.

Learn how to attach documents in Docassemble by capturing user data, outputting a letter to the screen, and using attachment specifiers to generate Word and PDF letters from a template.

Explore docassemble data types and learn to work with question blocks and the email data type. Wrap text in quotes to handle special characters and see how email output appears.

Learn data types in Docassemble, including currency fields and note type, and format currency outputs with the Python currency function for clear piggy bank values.

Learn to render yes/no questions in a Word document by using conditional statements and a Wingdings 2 checkbox symbol to automatically show a checked or blank box.

Explore how show if logic works in Docassemble and troubleshoot a common pitfall with dependent questions. Implement conditional statements or code blocks to manage favorite color and other color variables.

Populate a Word document with checkboxes driven by a Docassemble interview. Use accounts' checking, savings, and money market variables with if statements to display checked or blank boxes.

Explore configuring optional middle name and suffix fields in a Docassemble interview, using data types such as radio, dropdown, and combo box to present and select common suffixes.

Use the name suffix function to populate a combo box with predefined suffixes while permitting custom input, and see how it helps listing states in addresses.

Learn to construct a full name in docassemble using string concatenation and Python code blocks, handling middle name and suffix for clean output documents.

Learn to build a client object as an individual in Docassemble and output names with dot notation and name functions (full, first last, middle handling, suffix), then prepare for addresses.

Discover how Docassemble structures interviews with question blocks, mandatory blocks, and code blocks, guiding the flow of petitioner or respondent status, case filing, and collecting client name and birthdate.

Collect simple lists of strings, like fruit names, in assemble by using a list object, the gather function, and an index variable to prompt about each item, using ordinal labeling.

Explore how Docassemble creates and uses review screens to let users preview and edit their answers, link back to questions, and loop through multiple questions before the end screen.