How to Test Assemble and Upload to RebuildQA from AuthorDev

In order to make sure that your A2J Guided Interview and your HotDocs template are working properly, you need to test them together. Follow these steps to test your A2J Guided Interview against the local copy of your HotDocs template on your computer. These instructions are for testing A2J Guided Interviews created in version 5.0 and above. To learn how to locally test version 4.0 Guided Interviews, go here. At the end of the test assembly instruction, there are instructions on how to upload your A2J Guided Interview to LHI's RebuildQA server. 

 

1. Open the A2J Guided Interview that you want to test.

2. Click Preview Preview button.png and open the Variables/Script window Variables_Script Button.png.

 

3. Go through your A2J Guided Interview and make sure that all of your variables populate and that your advanced logic works properly.

 

4. When you get to the end, go to the Variables Box and click "Save" This will download your answer file.

Save in preview.png

5. Open up the HotDocs Automator and open your saved HotDocs template. (These instructions assume you are using the HotDocs PDF generator, Automator, but also work with the Word based version)

  • Click the Test Assemble button Test Assemble icon.png in the top toolbar. This will open the Test Assemble window.

  • Click the Open Answers button in the Test Assemble toolbar.

Open answers in HD.png

  • A new window will pop up.

6. Click the Add item button Add item in HD.png. A dialog box will pop up.

  • In that box, there is a yellow folder icon. Click it. It will open up a search box for your local computer files. Navigate to where the .anx file (the answer file you created in A2J Author) was downloaded and stored. (Check your downloads folder if you didn't move it or save it someplace else after Step 4 above.) When you find the correct file, click "Ok" and it will fill in the File name. Click "Ok."

  • Your answer file should now appear in the list of answer files in HotDocs on the left side of the Open Answers dialog box. Double click on it. It will go back to the Test Assemble screen and your answers should be populated in the interview.

 

7. Once you have successfully test assembled your A2J Guided Interview and HotDocs Template, it is time to upload both file sets to LHI’s RebuildQA staging server.

  • For instructions on how to upload your HotDocs template, contact Claudia Johnson or Mirenda Meghelli at ProbonoNet. You need to upload your HotDocs template first, because you’ll need to know the Template ID number that LHI assigns to that template in order to associate it with your A2J Guided Interview.

 

8. To upload your A2J Guided Interview, make sure you are properly logged into AuthorDev and are in A2J Author. Open the A2J Guided Interview that you want to upload to LHI.

  • Go to the Publish Tab. Publish tab.png

  • Click the “Publish to RebuildQA” button.  Publish to rebuildqa.png

  • You’ll be taken to the first publishing screen on LHI’s RebuildQA server.

LHI first publish screen.png

  • After you hit Publish, you’ll be asked to log in. If you don’t have proper developer credentials for RebuildQA, please contact Claudia Johnson or Mirenda Meghelli at ProbonoNet.

Sign in to LHI.png

 

  • Select whether you are creating a new template on LHI or updating an existing one. Note, “updating an existing one” only applies to the LHI RebuildQA server, not to A2J Guided Interviews that you have on the production LHI site.

 

Create update template.png

 

  • If you are updating an existing template, you’ll be prompted to select the template from a list that you’d like to update.

 

  • If you’re creating a new template, a new screen will appear that will ask you to add meta data about your A2J Guided Interview. On this screen you can change the name and description of your A2J Guided Interview (by default, this information is pulled from the About Tab within A2J Author), associate it with a HotDocs template based on Template ID number (note you HAVE to associate it with some HotDocs template or your upload to LHI will fail), and designate the jurisdiction information, etc.

LHI meta data page.png

 

  • Once you’ve filled in all the required fields, hit the “Create” button at the bottom and LHI will upload it to their server. You’ll get a green “Success” message and your A2J Guided Interview will then appear on the list of A2J Guided Interviews and HotDocs Templates on the “My Content” page in your RebuildQA account.

 

  • If you click on the name of the A2J Guided Interview in the My Content page, you’ll be taken to a page about your Guided Interview that will contain the URL to use for testing. That URL will launch your A2J Guided Interview in the A2J Viewer on LHI and upon completion of the interview, generate your associated HotDocs template.

 

A2J viewer on LHI.png