A Fresh Start for HotDocs

This week LexisNexis divested itself of the HotDocs software group.  It sold the assets the group to Capsoft UK.  In a post on LinkedIn, titled “Capsoft Buys HotDocs Software Business from LexisNexis,” Loretta Rupert, Senior Director of Community Management wrote:

LexisNexis is divesting HotDocs to its leading global distributor Capsoft. This divestiture is in keeping with the LexisNexis strategy to provide a family of complementary products in the legal market. HotDocs is a very popular product with many satisfied customers but no longer fits with the Practice Management product line. The sale to Capsoft allows HotDocs customers to benefit from continued support and product development to meet their evolving needs.

Capsoft is the largest distributor of HotDocs software globally and has over 13 years experience with the technology. As LexisNexis continues to transform its lineup of offerings to focus on the company’s core competencies, Capsoft is singularly equipped to maintain and enhance HotDocs software and support for you.

LexisNexis is retaining its Hot Docs Automated Forms business that utilizes HotDocs Player and unique LexisNexis content. To do this, LexisNexis is licensing HotDocs software to support Automated Forms and to resell the HotDocs software in certain markets.

The official Press Release is quoted in full below: Official Releae

EDINBURGH, Scotland & NEW YORK, Nov 17, 2009 (BUSINESS WIRE) —-Capsoft, a leading international provider of document automation software and services, and LexisNexis, a leading global provider of content-enabled workflow solutions, today announced the sale of the HotDocs(R) software business to Capsoft. Financial terms of the purchase were not disclosed.

Through retention of its Automated Forms group, LexisNexis will continue to provide HotDocs-enabled forms and precedents with solutions such as Lexis(R)PSL, LexisONE(R), lexis.com(R), Lexis(R)Library, LexisNexis Total Practice Advantage(TM), and other LexisNexis(R) Automated Forms sets.

Law firms, banks, insurance companies, government agencies and other large businesses use HotDocs document assembly software to quickly and efficiently generate customized documents such as contracts, sales proposals, government and court forms, legal documents, loan applications and medical forms. The technology streamlines these processes to deliver faster document creation, lower costs, improved document accuracy and a valuable knowledge base of an organization’s most critical documents.

Over the past 13 years, Capsoft has been distributing and implementing HotDocs software in some of the largest law firms and financial institutions in the UK, Europe, Australia, and the Pacific Rim.

Russell Shepherd, CEO of Capsoft, said, “For Capsoft, this is a natural progression and one that I am very excited about. As an established distributor of HotDocs, we know the product inside and out and are extremely well placed to invest in the continuous development of both the software and the support offered to new and existing customers across the world. I look forward to enhancing our longstanding relationship with LexisNexis through the ongoing provision of HotDocs software.”

“As LexisNexis continues to transform its portfolio of offerings, we believe that Capsoft—as the largest distributor of HotDocs software globally—is singularly equipped to maintain and enhance HotDocs software and support for that product’s customer base,” said Alison Manchester, vice president of content management services at LexisNexis.

About LexisNexis(R) LexisNexis(R) (www.lexisnexis.com) is a leading global provider of content-enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets. LexisNexis originally pioneered online information with its Lexis(R) and Nexis(R) services. A member of Reed Elsevier (NYSE: ENL)(NYSE: RUK) (www.reedelsevier.com), LexisNexis serves customers in more than 100 countries with 18,000 employees worldwide.

About Capsoft Capsoft is a privately held company based in Edinburgh, Scotland. The business was formed in 1996 to provide document automation services to large corporations and law firms. Capsoft now provides software and services to hundreds of law firms across the globe, and provides business critical software and services to many large corporations, including some of the largest banks in the world.

SOURCE: LexisNexis

By The Lake – Dog Training

In our last home, we had a postage stamp sized back yard.  With a wooden pike fence on one side, a hedge on the other, and a wire mesh fence on the third, as well as a gated driveway, we had the dog contained. Chloe, a border collie/pointer cross, weighing in at 70 pounds could do 3 full circuits of the backyard before you could count to 60.  And so, each morning, each afternoon and each night, she bolted out the back door at mach speed to reign terror on any wooded creature that dared to cross our threshold.  It is all different now.

She Escapes, Again and Again

Here, by the Lake, we are on a level wooded lot with a large front lawn, and a larger back lawn.  There is a barrier, some might call it a fence on north and south sides of the yard.  Such barrier, however, to Chloe is aspirational.  For within five short minutes, she had escaped through a gap large enough to drive a tractor through.  In fact, the purpose of the gap, was likely to bring lawn mower tractors through.  In the first week in residence by the lake, I have gotten to know several of my neighbors.  First they would see the blur of black and white that was Chloe charging.  Then they would hear the long drawn out command: “Chloeeeeee … come baaaaaack!” repeated a few times and increasing volume.  Next, they would see me marching across their private back yards, leash in hand, scowling … What an introduction!  Luckily, Chloe is a very friendly happy dog, and not the menacing type.

A Solution … Or a Start at a solution

And so, after a week of this I moved on to the next phase.  My first thought was to patch the fence.  One square acre of land.  That’s a lot of fence.  And with a dog that runs at light-speed, rapidly patrolling the perimeter, and also a dog who could dig a hole deep enough to sink a tractor in minutes, I was hesitant to try.  If I didn’t succeed, I would hear from my new neighbors.  Moreover, I would be working on their border.  If I put up an “ugly patchwork fence”, I would actually be invading their site-line and marring their property.

With this concern in mind I saw an advertisement for PetSafe(r) Pet Containment System.  For $200 I could bury a radio-transmitting wire around my property.  I could then administer electroshock therapy on my rambunctious dog.  Home Depot had the equipment.  Shortly after buying it, my wife found an advertisement that heralded $200 for a fully installed system, training included. I was ready to return my system to Home Depot, but decided to check the advertisement.  On closer reading, it turned out to be “$200 off” which consisted of a $100 discount on hardware and $100 discount on training.

And so … I went ahead with my plans, laying out 600 feet of yellow wire, connecting it to electricity, and determining the radio-frequency border-width.  I then took my son Itzak around, electronic RF collar in hand.  We approached the border at 10 foot intervals to determine at what point the collar would indicate the “zapping point”.  With 50 flags in place, it was time to take out the dog.  I read the training manual.  I armed myself with the tastiest liver treats …

…. More later ….

A Room With A View

It’s day two in the new office.  You have seen the layout in a previous post. What you may not realize it has windows from desk level to the ceiling on three sides; that’s a lot of window and a lot of heat.  We put in new electricity line to handle all the equipment, and put in new baseboard heating on a separate zone.  The view out the window is nothing short of stupendous.

The room sits on the “premier etage” – the first floor above the ground level.  In front of me is a small lake covered with lily pads.  Surrounding the lake are several 100+ year old trees.  There is a graceful oak tree with branches that span out over 100 feet.  And there is a soaring maple tree with a girth the size of a small cypress tree.  All around is a riot of color.  Leaves are turning yellow and red, and orange, mixed with a sea of green.  A small drizzle is rippling the lake. Occasional ducks land on the surface en route to warmer climates as the seasons change.  We hear the gaggle of geese.

The tranquil moment is marred only by the steady hum of my computer fans.  Not sure whether it is my Dell Server or whether it is my switch that has the louder fan.  The shelves in the back of the office are up.  We now have two large white cabinets to store the messy wires that come from running a computer business (old USB cables, network cables, power cables, serial cables, parallel cables, mouse cables, and an assortment of devices whose purpose have drifted out of memory).

Moves are interesting.  In packing up we left a wide pile of devices in the waste bins.  Who needs a “floppy drive”?  Anyone continue to use a ZIP Drive … wore 100 MB of storage?  I had a serial to mouse adapter.  Remember when serial ports were all the rage.  And now there is the universal serial bus (USB).  Bluetooth was supposed to replace that.  But my latest acquisition, a Plantronics wireless headset still uses a USB to power the device.  I finally decided to retire permanently my Dell Pentium III server. With a RAID V SSCI drives of 50GB (once immense) , the whole system only can store 150 GB, not even enough to backup my current server.  And weighing in at 80 pounds, that was one solid hunk of metal. It certainly has freed up space on my computer rack.

Documents in the Clouds

I spend a large amount of time and money each year worrying about “backing up” my data files.  Years ago, I decided to centralize all my files on a File Server.  A peer-to-peer network was good for distributing processing, but a disaster when you are like me, working on multiple PC’s. I do that so that I can test software on different environments.  Once I decided on a central file server (realize the decision was not rocket science), the issue came on appropriate backup routines.  I tried tape cartridges, but most were too slow and too small.  I currently am working with a RAID-V server array, removable hard-drive backup, combined with MozyPro.  The system works, but is not ideal. The hard-drive backups are not swapped often enough; MozyPro took forever to get all my data, and afterwords, is quite slow on the restores.  And so, I am now looking into a “cloud” solution, in particular NetDocuments.

Read moreDocuments in the Clouds

Basha Systems LLC is Moving

Well, it’s official.  Basha Systems LLC is moving.  After ten years in Croton on Hudson, it is time to MOVE our offices … well not so far … in fact … just up the road.  We signed the deed, mortgage,and note TODAY. We are moving to Cortlandt Manor, NY.  The actual move won’t be for another week or two.  When it is, it will be to 17 Lakeview Avenue East, Cortlandt Manor, NY 10567.  The phone numbers will change, but you are free to call our (800) number which will be automatically routed to wherever we are. (800) 725-0326.  And of course, email will continue to follow us to our new home.

And here is the building where the office is located

Here is a photo of the new office layout

And if you like barbeque, we have not only a new gas grill, but we have a real smoker.  Smoked brisket anyone.

Toss Out Your Server – No Really!!!

The computer-industrial complex has been on a mad race of hardware, software and services to shape us “users” in their own image.  With the drop in prices for hardware, it seems that a “network” is in everone’s reach.  Microsoft is even shipping a “home server” – instant network in a box.  What is missing in this hardware and software gold rush is that few of us, myself included, are capable of properly managing a network and hardening that network against attack.  And there are a lot of malevolent forces out there ready to attack.  As a result, we find ourselves relying increasingly on the gray wizards of networking, often calling them in when it is too late.

Read moreToss Out Your Server – No Really!!!

HotDocs Instruction – QUIT

The HotDocs QUIT instruction specifies that any code in a computation after the QUIT instruction is to be ignored as code. There are two major uses for this instruction.

Firstly, because QUIT stops HotDocs processing a computation as code, it means that you can put it at the top of a computation to stop that computation from being processed.  Very handy if you are halfway through a computation or cannot otherwise make it work.

Secondly, you can use QUIT as a way to add developer comments – simply finish your computation code, enter the QUIT instruction at the bottom, then enter any comments you want after the QUIT command.

The reality is that the QUIT instruction doesn’t really do anything that comments don’t already do. And thanks to HotDocs’ “Comment/Uncomment” block function, its pretty easy to work with large sections of commenting code.

The Search for the Perfect Baguette

It has been a few weeks since the return from our trip to Paris.  We have mostly readjusted.  We will shortly be moving our office from Croton-on-Hudson to the neighboring town of Cortlandt Manor. But there is one area where we feel as great loss; for we miss the perfect breakfast.  In Paris, or rather Boulogne-Billancourt, we had 3 boulangeries (bakeries) within walking distance from our apartment.  Each morning we would make an expedition (two blocks) to the bakery and pick up a fresh baguette (.95 Euros / USD $1.25).  We would also pick up croissant beurre, croissant almonde, pain au chocolat, or brioche.  We would top it with fresh butter, nutella or confitures.  And for the adults, drink it with freshly brewed French Roast coffee. And so, on our return, we sought to reproduce this simple pedestrian breakfast.  The pastries and baguettes were ALWAYS fresh from the oven.  The had delicate crips crusts.  The insides were light and airy, almost delicate.  The bread “snapped” in your fingers and crackled under your teeth.  The croissant were light, flaky and exuded butter.

Well, it hasn’t been easy.  Our local ShopRite (which has everything), sells loaves that are shaped like French bread, but resemble more in texture partially cooked pizza dough.  The bread is soggy to the touch when bought, with a cold clammy texture. When warmed up to get a crispy crust, the bread is hard and tough.  Sharp teeth are required to tear the break.  Rather then melting in your mouth, repeated chewing is required to aid in digestion.

The croissants are even worse.  They “look” like croissant, but the resemblance ends at the external appearance.  The French croissants were layer upon layer of delicious flaky crust, such that you could unpeel the croissant, and eat it layer by layer. The ShopRite croissants were a single undifferentiated mass of dough.  Yes, there were not too dense, and they were buttery, but they had none of the texture and feel of the French version. Once you went beyond to the Almond croissant and the Pain au Chocolate, it got worse.

I then moved on to the local “Gourmet” establishment.  They had a wider selection and variety.  The French breads (when they were available) had a gold crust and crackled when you squeezed them. But the weight of the bread was wrong.  They were too heavy.  The dough was dense and chewy.  They were interested breads, but they lacked the Artisanal flavor and texture we could get in any boulangerie in France.

Part of the reason, I am told, has to do with CULTURE.  In France, the local bakery has two production runs: early morning and mid-day.  The breads are made without any preservatives.  The means that the lucious baguette of the morning is the stale loaf of the evening, fit only for bread crumbs and croutons. And bakeries are located on every other block.  Each morning and each evening the “chefs”, including little chefs, cue up to get the fresh breads out of the oven.  In the U.S. we have “factory-sized” bakeries that ship breads through distribution centers to large markets.  Breads may take 24-48 hours from when they are made to when they show up on your shelve for you to buy on your weekly (not daily) shopping expedition.  In such a food cycle, French bread, with its 12 hour life cycle, would be long dead and stale before it got to your table.

For us, “lost in suburbia”, our option is to take the train to Zaros at Grand Central Station or learn how to make our own bread.  At present, we are decided on the later.  We will begin to yeast our our starter loaf, and put it in the convection oven while the rest of the family does their morning showers.

PLAY MACRO

Sometimes, there are things you want done to your assembled document that HotDocs simply cannot do.  Perhaps you want to check margins for a specific section, re-style an inserted template on the fly or automatically run a custom in-house print macro upon completion.  For these sorts of tasks, the PLAY instruction is what you wish to use.  PLAY will tell your word processor to run a specified macro after your document has been created (ie: after the interview, but before it displays as a document).  If there is more than one PLAY instruction in a template, HotDocs will process them in the order encountered.

The syntax for a PLAY instruction is pretty simple:

«PLAY "MyMacro"»

To insert the PLAY instruction, go to the HotDocs button on your HotDocs toolbar, click “Other Field”, then specify PLAY from the drop down box.  You will be asked for the macro name you wish to run.  Click OK.

Notes About PLAY

If you use WordPerfect, your macro can be stored anywhere. If it is outside the default macro location, then your play instruction must have the full file path.

If you use Word, the macro must be stored in the template itself, normal.dot or some other template that is loaded and available at the time you assemble your document.  If you are using Word RTF templates, you may optionally associate a specific template via the Component Manager.

HotDocs Instructions – LIMIT

When it comes to REPEATS in HotDocs, LIMIT is one very handy instruction to know how to use.  As its name suggests, it will LIMIT the number of iterations a repeat can hold, by placing the instruction in the dialog script of the dialog you wish to limit.  Please note that this is entirely different to the number of rows shown on a repeating spreadsheet dialog.  LIMIT will restrict a dialog to have only (for example) 3 iterations, where as the rows shown command will allow a repeat to hold countless iterations, but only show a specified number.

The most basic use of LIMIT is to provide a fixed number, such as:

LIMIT 3

This doesn’t really help you much, unless you are certain your dialog is only ever going to repeat 3 times only.  Here, we can introduce the concept of a user-specified LIMIT.  Lets say we have a dialog named Child DLG that collects some general information about all the kids, as well as a variable named CHLD CNT – asking the user how many children there are.  On Child DLG is a repeating sub-dialog Children RPT – it will repeat once for each child.  In the dialog script of Children RPT, we could have

LIMIT CHLD CNT

This is better – we ask them how many kids, then LIMIT the repeating dialog to that number.  This will stop “empty” repeats in our templates where users have clicked forward and answered a field accidentally.  Great.  Lets make it a bit easier to use.  Instead of CHLD CNT as a number variable, lets use CHLD Num MC as a multiple choice variable, with options from 1 to 20.

LIMIT INTEGER ( CHLD Num MC )

Now, our user can click the number of kids from a list and our LIMIT instruction converts the multiple choice value to a number value.  Simple, straight forward and user friendly.

The above technique can also be used to dynamically show more rows on repeating spreadsheet dialog dynamically