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Document automation, all in one place
IndianaDocs is a collection of more than 200 forms covering a range of practice areas, from litigation and family law to criminal pleadings and estate planning. IndianaDocs combines
the power of XpressDox document assembly with the convenience of the cloud, so that users can generate custom legal documents based on information entered during an intuitive interview process. Users can then download the customized documents as Microsoft
Word or PDF files, which can be edited, stored, and used like any other Word or PDF file.
Focus on your clients, not your computer
We know you have a million competing demands, which is why IndianaDocs has partnered with XpressDox to bring you real-time document creation and automation. We help create efficiency by automating document assembly and minimizing time at your desk. You
can go through the IndianaDocs interview, create the document, make edits, sign it (or have your client sign it), and go, without ever thinking about the PC back in your office.
With document sharing, real-time revisions and version control management, IndianaDocs also helps you reduce risk. It encompasses the highest quality, automated documents and because it’s cloud-based, it’s available anywhere, anytime, and on any device.
There is no software to purchase, install, update, or maintain.
Preferred pricing for ISBA members
IndianaDocs is available to all attorneys, but members of the Indiana State Bar Association are eligible to receive a substantially discounted rate.
| |
|
Single User |
2+ Users |
| Annual Pricing |
|
|
| |
ISBA Member |
$210 |
$183/user |
| |
Non-Member |
$510 |
$483/user |
| |
|
|
| Monthly Pricing |
|
|
| |
ISBA Member |
$30/month (per user) |
| |
Non-Member |
$100/month (per user) |
To purchase IndianaDocs at the member preferred pricing, you must register with XpressDox using the same primary email address associated with your ISBA member account. If you are a new member and the system is not recognizing your
email address, or if you would like to use a different email address to subscribe, please contact us.
Not an ISBA member? Click here to join. You can likely become a member for less than the $300 difference between the member and non-member annual rate for
IndianaDocs!
IndianaDocs is a service provided by the Indiana State Bar Association, powered by XpressDox Document Assembly and serviced by Docugility, Inc. If you need assistance, please call us at (317) 639-5465 ext. 943 or email IndianaDocs@inbar.org
.
FAQs and Instructions
Want more information about IndianaDocs? Below you will find answers to commonly asked questions and instructions for using the system. You may scroll through the list or click on a question to be taken directly to the answer.
If you have questions that are not answered here, please email IndianaDocs@inbar.org or call (317) 639-5465 ext. 943.
Want to suggest an improvement to IndianaDocs, recommend a new template, or share other feedback? Complete the form at the bottom of this page.
Getting started
Using the platform
What is IndianaDocs?
IndianaDocs is a collection of more than 200 forms, covering a range of practice areas, from bankruptcy and business law to criminal pleadings and estate planning. IndianaDocs combines the power of XpressDox document assembly with the convenience of the
cloud, so users can generate custom legal documents based on information entered during an intuitive interview process. Users can then download the customized documents as Microsoft Word and/or PDF files, which can be edited, stored, and used like
any other Word or PDF file. Information entered in the interview process is saved, enabling subsequent documents on the same case to be created without having to enter the information again.
Because it is based in the cloud, IndianaDocs is accessible to users anywhere they can access the internet, on virtually any PC, Mac, or mobile device. There is no software to purchase, install, update, or maintain. Your subscription fee covers unlimited
use of IndianaDocs during your entire subscription period.
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What templates are included in the IndianaDocs library?
IndianaDocs includes more than 200 form templates spanning a range of practice areas. For a full list of templates currently included in the library, click here.
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What is the cost to subscribe?
IndianaDocs offers annual and monthly subscriptions, with Indiana State Bar Association members receiving special discounted pricing. Additionally, a volume discount is offered for the purchase of multiple annual subscriptions. Below you will find the
annual and monthly subscription rates for members and non-members:
| |
|
Single User |
2+ Users |
| Annual Pricing |
|
|
| |
ISBA Member |
$210 |
$183/user |
| |
Non-Member |
$510 |
$483/user |
| |
|
|
| Monthly Pricing |
|
|
| |
ISBA Member |
$30/month (per user) |
| |
Non-Member |
$100/month (per user) |
The annual subscription fee for members is less than one billable hour for most attorneys! Not an ISBA member? Click here to join.
(Do the math. You can likely become a member for less than the $300 difference between the member and non-member annual rate for IndianaDocs.)
Please note: Users may not share login information across devices, so please purchase your subscription at the proper level based on the number of individuals who will be using the system.
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How do I purchase a subscription?
When you purchase a subscription, the email address you use to subscribe will become the administrator on the account. There are two steps to the subscription process: (1) creating an account and (2) purchasing a subscription.
To create an account, visit indianadocs.xpressdox.com and click the “Create a New Account”
tab at the top of the login panel on the left side of your screen. Enter your name, your firm/organization name, your email address, and create a password. Please note: To purchase
IndianaDocs at the member preferred ISBA pricing, you must register on the XpressDox Publisher using the same primary email address that you have on file with the ISBA.
If you are unsure of the email address associated with your ISBA member account, log into the ISBA website and select “Edit Bio” under the “Information and Settings” header. There you will find your email address. If
you are a new member and the system is not recognizing your email address, or if you would like to use a different email address to subscribe, please contact us.
Once you have created an account, you’ll automatically be taken to the subscription popup screen. From here, click the blue “Subscribe” button and select whether you would like to purchase a monthly or annual subscription. From the dropdown, choose the
number of users you wish to subscribe, and click “Checkout." You will be taken to a screen to complete payment. Upon completion of the transaction, you will be prompted to add the appropriate number of users to your account. (See below for more instructions
on adding users.)
Once you have purchased your subscription, you can begin using the product by clicking on the Library tab at the top of the page. You will be prompted to agree to the terms & conditions
and offered an optional tour of the platform.
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How do I purchase additional subscriptions?
*Please note: This functionality is not yet live, but will be added shortly. The instructions below are provided in anticipation of this feature being available soon.
Ensure you are logged in as the account Admin. At the top of the screen, click on “Manage” and select “Subscriptions.” Click on the blue edit icon to the right of the product name, and select the new number of users you require. You will be prompted for
payment information, and once your payment is successful you can add additional users to your plan as required.
Additional users are billed for on a pro-rata basis so that your subscription for existing and new users will expire on the same date.
Additional users can be purchased at any time, but if you wish to reduce users, please email your request to IndianaDocs@inbar.org or call (317) 639-5465 ext. 943. User reductions are only possible on the anniversary
of your subscription date.
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How do I add a user/administrator to my account?
To add a user, first ensure you are logged in as the account Administrator. At the top of the screen, click on “Manage” and select “My Users.” Click on the blue “Add User” button at the top right of the screen.
Enter the user’s name and email address and select the User role. Ensure that the box beside IndianaDocs is checked under the “Subscription” header. Once you save the information, the user will receive an email with instructions on how to register their
account and provide password, at which point they will have access to the platform.
To add an administrator, follow the same steps but select the “Administrator” role when entering their information. An account may have multiple administrators.
Note, however, than unless you have purchased more than one subscription, you will not be able to add additional users. If you have purchased more than one subscription, you may add users and/or administrators only up to the number of subscriptions you
have purchased. There must be subscriptions for all persons accessing the system.
How do I edit, delete, or change permissions for a user?
Ensure you are logged in as the account Administrator. At the top of the screen, click on “Manage” and select “My Users.” This will bring up a list of all users associated with the account.
To edit a user’s information or permissions, click on the blue icon to the left of the user’s name from the user list. From here, you may change a user’s name, email address, role/permissions,
and subscriptions.
To delete a user, click on the blue trash can icon to the right of the user’s name from the user list. The user will be permanently deleted from the system.
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How do I add attorneys, notaries, and other firm information?
You may add attorneys, paralegals, notaries, and addresses and phone numbers for multiple offices for your firm so that the associated data automatically populates within document templates. Please note: only Admin accounts for a firm can add, remove
or edit this information.
To begin, log into your IndianaDocs account as the account Administrator. You will be taken straight to the Library page. Click on the blue house icon at the top of the page, which will bring up your product list (it will only show IndianaDocs). To the
right of the page, click on “Edit Firm Information.”
From there, you may add, delete or edit information about attorneys, paralegals, notaries, and office addresses and phone numbers. When you have finished, click the “Save Firm Information” button in the lower left of the screen.
To delete an office, attorney, paralegal, or notary, click on the gray trash can icon to the right of the office, attorney, paralegal, or notary name.
NOTE: Adding attorneys, paralegals, or notaries does NOT create user accounts for them. It only saves the information so it can be automatically inserted into forms.
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How do I use a form template?
Once you have logged in, you will be taken to the library page, showing a list of folders that represent various practice areas. Open the folder for the desired practice area to display the templates available templates in that practice area. Some practice
areas may have their templates organized into sub-folders.
Alternatively, you can search for documents using the search bar at the top right-hand corner of the page. However, the search function only searches on the names of folders and templates, and not on words found inside templates. Folders can also be filtered
using the filter bar at the top of the folder list.
Once you have found the desired form template, click on it to begin the interview process. You will have the option of entering information in the fields individually, or if you already have an answer file saved with the relevant information for the template,
you may use the “Load Information” button at the top right-hand corner of the screen to upload those answers into the interview.
At any time during the interview, you may click the “Preview” button at the top right corner of the screen to preview the file. The fields you have entered will appear in red within the document preview.
Once all information is complete, you may choose the file format for your document (PDF, Docx, or both). Click the blue “Assemble” button and you will be taken to a screen to download your
document and answer file. You may change the name of the file before saving.
If you need to edit any answers, click the “Return to Interview” button to make adjustments and re-download the file.
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How do I pre-load attorney, client, and/or case information into a template?
IndianaDocs allows you to save Interview answers from one form (known as the "answer file") for use in that or other forms in the future. Once you have assembled a document and reach the download screen, you will have the option to download both the document
itself AND the answer file (in .xddata format).
Alternatively, when you finish an Interview but before you click the Assemble button, you may click the blue “Save Information” button at the upper right to save your answers. When you save an answer file you may give it any name you wish and save it
anywhere on your device or your local network so that you can load those answers in the future into the Interview for any form.
To reuse those saved answers in the future in the same or a different form, you simply select any form you want to assemble. Then, click on the blue "Load Information" button at the top right of the screen. Navigate to and select your previously saved
the answer file. The answers with be loaded into the appropriate questions in the current Interview.
An answer file that you saved from another form my not contain all the answers needed by the current Interview. If so, those answers will remain blank for you to fill in. An answer file that you saved from another form may also contain answers that are
not relevant to the current Interview. It does not matter. Those answers will be ignored.
Saving every answer file as a new file might seem like a good idea. However, unless you can distinguish among them you may quickly find it impossible to select the right answer file for a new assembly project. Using one answer file for a given client
or matter that you overwrite each time you use it is probably better. Here is an explanation of why:
Example
You have an answer file for a client that has ten saved answers from a prior form. You load it into a new, different form that you need for that client. The new form requires twelve answers, only seven of which are
among your ten saved answers, and five of which are new. When you complete the new form and save the answer file by overwriting the existing one, fifteen answers will get saved, even though the form only needed ten. They are: (i) the three previously
saved answers that were not needed in the new form and (ii) the twelve answers in the new form, five of which were new answers. The other seven were the answers loaded from the prior answer file. If you changed any of those seven prior answers, then
the changed answers get saved and overwrite the prior answers.
If, however, you instead save the answer file as a new file rather than overwriting the existing file, then only the twelve answers for the new form get saved in the new file. The three prior answer that were not needed in the new form do not get saved.
Of course, the original answer file that you did not overwrite still has its original ten answers among which are those three unused answers.
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What browser should I use to run IndianaDocs?
The XpressDox system that powers IndianaDocs is designed to be compatible with all browsers except Internet Explorer 11. For best results, ensure your browser is up-to-date before using IndianaDocs. (Most browsers auto-update,
but you may want to double check your browser settings to be sure.)
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How do I change where my documents and answer files are saved?
By default, most browsers save downloaded files in your local machine’s Downloads folder. Click here for a helpful guide on modifying where your
browser saves downloaded files, should you wish to have the option to save your Indiana Docs files elsewhere.
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I received an error message that says, "Your username has not yet been assigned to any Template Library on the system."
This means that your account has been created, but you have not yet completed the subscription process, OR that your existing subscription has expired. It is possible that you did not finish checking out, and the subscription is still in your cart. If
you see a white shopping cart icon to the top right of the screen, click on that and finish the checkout process.
If the subscription is not already in your cart (or you do not see a cart icon), click on the "Store" tab at the top of the page, click the blue "Subscribe" button beside the IndianaDocs product,
and follow the steps for purchasing a subscription under the
"How do I purchase a subscription?" section above.
If your current subscription has expired and you need to renew, see below.
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How do I renew my subscription?
Please note that your subscription does not automatically renew, nor will you be charged for a new annual subscription without your consent. One month before your subscription expires, you will begin receiving expiration reminder emails. A clock icon
will also appear at the top of the screen upon login, and your cart will automatically be updated to contain another yearly subscription. Click the clock icon OR cart icon to proceed to checkout and renew your subscription. If you don't wish to renew,
simply remove the item from your cart or let the current subscription run out.
If your subscription has expired, log in and navigate to the "Manage" tab at the top of the page. Click on “Subscriptions” from the dropdown. You’ll then see a screen that says “Select a Product.” Click the blue "Subscribe" button to the right of the
page, which will bring up a popup. From the popup, select Annual Pricing, choose your subscription level (number of users), and follow the steps to checkout to complete your purchase.
All saved firm/user information from your previous subscription will carry over to the new subscription.
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Still need help? Contact us at IndianaDocs@inbar.org or (317) 639-5465 ext 943.
If you'd like to suggest an improvement to IndianaDocs, recommend a new template, or share other feedback, please complete the form below.
