This is a fairly quick demonstration of a few uses for Wrappers, one of TheFormTool PRO's and Doxserá's most imaginative features. Wrapper an instantly change the entire personality of a document, different letterheads, headers, footers, fonts, styles, watermarks, you name it. Wrapper makes localization easy for lawyers who practice in different jurisdictions, for firms with subsidiaries or branch offices, for publishers that need to create private label catalogs, and hundreds or thousands of other uses.
When you've "got the idea" from this video, you can move on to TLC 5 Wrappers: The Definitive Demonstration to learn all the ins and outs of creating and using Wrappers.
Transcript:
First, I'll just show you sort of a end result of what wrappers do.
I have a a document here that has some headings, indented headings, signature block there at the end. It's all currently in, Calibri.
Oh, I would never know if I'm pronouncing that correctly. In a Calibri font, a sans serif font, kind of a block style there.
And here, in my questionnaire, I've got a wrapper question here, which allows the form user to choose, in this case, one of two wrappers to be applied to this form as they fill it in. So if I choose the Acme wrapper and click fill, I end up with yes. It's got a big bold Acme stamp across it. It's got, Acme International footer there and a Acme International heading.
The introduction is in red. The, second level headings there have a black background, very industrial looking. Then if I choose Posh as my wrapper and fill again, I get a very different look. I get a fancy font here.
The at the top, the bore a border has been added around each page.
My headings look different. The second level's underlined now. The indenting is different.
The font is different. So just a dramatic change of look. The content of the document, all of this text, is exactly the same, but the look has been changed.
So where might you want to apply wrappers? I'll show you a couple different places where wrappers will come into play for you.
Let's suppose you've got a nice letterhead, or maybe even multiple letterheads that you use in different circumstances, and you want to apply the letterhead automatically to forms that you create. If you set up your forms this way to pull in a letterhead from a wrapper as the form is filled in, that means if your letterhead changes in the future, maybe your phone number changes, maybe you do a complete redesign of your letterhead, you can just make that change in one place in the wrapper, and then that new look is going to automatically be applied to all of those forms. You don't have to go around and individually edit all of your various forms.
So let's do that. I have here this is just a sample document that happens to have the letterhead that I want to save as a wrapper in it. And the way you create wrappers is you, open a document that has the looks that you want, delete the content. So I'm just pressing control a to select all text and pressing delete to delete it all.
So all that's left is the look, the header, the footer, the second page header, second page footer.
The styles are very important.
All of that look, aspect of the document is all I've got here. This is what I'm gonna save as the wrapper.
To save to create a new wrapper, you click docera, sources, wrappers.
This is my wrappers screen, and I'm gonna I've already previously saved this. I'm gonna delete this one that I saved previously so that I can save it again.
So I've got my list of various wrappers here. Here's that posh one that we saw a moment ago. Here's the acne one we saw a moment ago. I'm gonna create a new one. So this button in the bottom here says create new wrapper with current document. This isn't gonna work for me on the first try, and I'll show you why. When I click click this button, it tells me, before the current document can be used to create a wrapper, it must be saved.
So I click okay. I close out of this, return to this document. See how this says document four up here? It has not been saved.
So I need to save it somewhere, anywhere, even just temporarily before the, oops, before the, wrapper.
Save.
See, I want full screen on it.
I don't like my full screen full screen save screen.
Alright. I'll live with it. I'm gonna save this, just to my desktop, and I'll call it temp. I'm just temporarily saving this on my desktop so that I'll be able to use it to create a wrapper. Now that I've saved this, I'm gonna go back to sources, wrappers, create new wrapper with current document, and I'll call it hemp.
No. I won't. I'll call it, t t t letterhead.
That's the name of my wrapper.
Now I've got a new wrapper here in my list of wrappers.
TTT letterhead.
Done. That wrapper can be used, in any forms where I want it to be used. And let's show you now how that part of the job is done.
Here I've got a form, which is, I want to apply that wrapper to it. There's two ways to do this. One way is to allow the form user to choose what wrapper gets applied, and the other way is for the form author to dictate what wrapper gets applied. I'll show you both ways. The first way, I'll add a let's see. I've already got a questionnaire.
I will add a question to the questionnaire. Remember, this is the one where I'm gonna allow the form user to select a wrapper for this document. So I click row column add to add a question, and then I'm not typing a label here. See how I leave the label column blank there? But I am typing a question for the form user, which says, what letterhead should be applied?
And here in the answer box, I do a smart answer.
And because I didn't type a label, Doxera Doxera knows, oh, well, either you forgot to type a label, in which case you can type one here, or you wanna make this a wrapper question.
That is, how this question gets changed into our wrapper question. And I click okay.
It has noticed down here, it has created the label TFT wrapper. That is a an indicator to the program that this is the wrapper question. There can can only be a single wrapper question in any one form, and that's the designation for it. I could have typed that myself if I remembered g f t wrapper is the, the clue, the code to indicate this is a wrapper question.
But it's easier for me to just leave that blank and let the program plug it in for me because I don't have to remember it that way. So it has created a wrapper question here.
The drop down tab is selected. It's gonna be a drop down choice, and I, as the form author, get to choose which of my existing wrappers I want to allow the form user to choose from. In this case, I'd like them to be able to choose either that TTP letterhead that I just created or an ACME letterhead that I created a while back. And I'll click okay.
And here is what the form user will see, two different choices for wrapper. So when they come on to fill in this form, they'll put in the name of the client, Sean Smith, the effective date, and they will choose one of these two wrappers.
I'll go with chi chi chi letterhead, that one I just created. And when they click the fill button, Bill, that letterhead that we saved as our TTT wrapper gets added into the document.
And you might have noticed the font changed here as well. That's because all of the styles that are contained in that wrapper also get applied. That's how the appearance of headings, fonts, margins, all sorts of other information can change along with the, header and footer.
If they were to choose Acme here and click fill, then they get a completely different look like so.
So that was the first, option. That was allowing the form user to select the wrapper. Now I'll show you one last thing, which is if you, as the form author, want to dictate what wrapper is applied to this, form every time it's used. For that, just like before, you will add a answer.
Again, I'm leaving the label column blank because I'm gonna let the program fill that in for me. This time, I'm not even gonna be asking the form user, so I don't have to type anything in the question box. But I'm just gonna put in a note to myself to indicate what this is. This is the wrapper question.
And the smart answer this time, I click smart answer, and I say, yes. Make this a wrapper question and click okay.
This time, though, my only other choice available here is derived.
Derived means the form author is going to determine, what wrapper gets applied. And so here, I, as the form author, am gonna choose which wrapper I want to be applied to this form every single time it gets used and click okay.
So that's just gonna happen regardless of what the form user does. And anytime you use derived answers, if you haven't used derived answers in the past, you should know It's really nice to hide using row column show hide. Hide derived answer oops.
Yeah. I clicked it. Hide derived answers from the form user so that they don't see them, they don't get confused by them. They don't even have to think of them or or even be aware that they are there. That has hidden the derived answer for me, so the form user isn't gonna be distracted by it. So now as the form user, I fill in the name of client.
I fill in the effective date. I click the fill button.
So far, there's no letterhead there, but when I click fill, there's my finished form, and the wrapper has been applied automatically because the form author dictated that it be so. I've got here a form, which might be distributed by some purveyor of forms like the one in Illinois, and it is, pretty generic looking here. It doesn't have any particular firm name associated with it or anything. I have already filled in the questionnaire on this one. It's, kind of an elaborate form.
And when I click the fill button, because this form has been set up with a wrapper which contains my own firm branding, I click fill here, and I end up with a pleading.
Filling. Filling. Filling. I end up with a pleading, which conforms to my own firm's look. It's put in the number column along the left, the the vertical lines.
It's using the font that I like in my firm, and most importantly, it's got my firm's name and logo down here in the bottom right corner. So however I like my pleadings to appear, I can use use any of those generic forms, and that wrapper that I've got here, on my own system is gonna be applied automatically and instantly every time I fill in one of those forms. And that gives us a good, overview of wrappers.
tags: video, intro, demo, pleading, motion, catalog, brand, watermark, header, footer, letterhead