This checklist helps you prepare a Word document cleanly for automation. Work through the following points in order:
- Is the Word document up-to-date?
- Does this document type contain approved clauses, alternatives or conditions that are shared across matters?
- Were all variables in the Word document marked differently (placeholders, alternatives, cumulatives, series)?
- Is there a logical legend to the markers?
- Were all placeholders marked and named in the Word document?
- Were comments on alternative variants noted in the Word document?
- Were annotations for cumulative variants noted in the Word document?
- Have you thought about a system for the questionnaire in the document? (Should there be preliminary questions or a general and special part or do you want to structure by headings?)