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.

Install docassemble on docker with the docker run command, manage the container using ps and stop, then access localhost, sign in as admin, and add a user.

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.

Create a docassemble interview that asks for the user's name via a question block, stores it in a variable, and outputs a greeting with that name.

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.

Learn to use data types in Docassemble to validate inputs, such as date of birth and age as date and integer fields, and embed a Python function in the document.

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.

Demonstrate the number data type in Docassemble, enabling decimal input for PI to two decimal places, with help text and validation.

Explore yes/no data type questions in Docassemble, including yes/no wide, yes/no radio, and checkbox formats for age eligibility like 'are you 65 or older,' using Macko templating.

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.

Learn to conditionally show or hide a follow-up question in a docassemble interview using the has attorney boolean and a python if block to control the attorney name field.

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.

Explore how to configure checkboxes in docassemble, define choices like checking, savings, and money market, and display selected values using true_values, including handling a none of the above option.

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.

Extend the client variable with an address object in docassemble, define street, unit, city, state, zip, and county, and output a block formatted address.

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.

Discover how Docassemble enables legal document automation through open educational resources that help close the access to justice gap and invite you to share feedback on the course website.