Cooley Docs DOCS.COOLEY

1 112317934 v11 Page 1 of 4 Last Updated: 8/11/16 Cooley docs WHAT IS Cooley docs ? Cooley docs is a web based document assembly program powered by ContractExpress. Users answer questions based on a specific template, then one or more documents are generated from the answered questions. Contact the Service Desk with any technical issues, or the Cooley docs Team with any document related inquiries. GET STARTED WITH Cooley docs To generate documents: From your Cooley laptop, VPN or Citrix session, type in the Cooley web browser. Add to your Favorites. Your Favorite will be called CONTRACTEXPRESS. Click NEW DOCUMENT from the MY DOCUMENTS tab. Click a TEMPLATE found in ALL, RECENT or CATEGORIES to create the required documents.

2 Select a template: A panel on the left shows the QUESTIONNAIRE pages. Select the documents you need to include in this package. Click SAVE and CONTINUE when finished with the document selection. Answer the questions on the QUESTIONNAIRE. Click SAVE AND CONTINUE to move through the pages of questions. A GREEN CHECKMARK indicates that all questions have been answered. Note, however, that documents will be produced even if not all pages show the green checkmark (since sometimes no answer is the correct answer). SAVE & CLOSE: FINISH NOW OR LATER 1. If you cannot complete the Questionnaire, click SAVE & CLOSE. When you return to Cooley docs , click MY DOCUMENTS. Select the incomplete document package.

3 2. Click EDIT QUESTIONNAIRE to continue. 3. When finished, click SAVE & CL OSE. NAVIGATE USING PREVIEW (OPTIONAL) 1. Click PREVIEW to see the document(s) updated in real time based on your answers. Note that the Preview feature may not show document formatting as it will appear in the final version. 2. If more than one document is being generated, view each document by selecting tabs at the top of the Preview page. IMPORTANT NOTES ON CREATING DOCUMENTS 112317934 v11 Page 2 of 4 Last Updated: 8/11/16 1. Carefully read the questions and any accompanying guidance. 2. Carefully review the generated documents for accuracy. 3. Some documents may have highlighted portions that must be reviewed or completed.

4 Unanswered questions or values left blank display in brackets such as "[ ]" or { } 4. If you Edit a Questionnaire and are asked whether you wish to use updated versions of the templates, this means that the original underlying form documents have been updated. If you select No , you are not using the most up to date version of the templates. If you select Yes , you should ensure that no new fields have been added that should be completed ( , that each questionnaire page has a green checkmark next to it: CREATING FOLDERS IN Cooley docs If you plan to create multiple packages for the same Client, create a FOLDER to organize them in Cooley docs . 1. From the MY DOCUMENTS window, click NEW FOLDER.)

5 2. Name the FOLDER and click SAVE. 3. Select the package(s). Click MOVE. 4. Choose the SUB FOLDER where you want to move the package. 5. Click SAVE and CLOSE. Note these folders reside on Cooley docs ONLY they are NOT CONNEC TED TO WORKSITE . DOWNLOADING COMPLETED DOCUMENTS 1. The generated documents display with the COMPANY name. 2. Save each document locally. After saving LOCALLY, it is important to then save the document to the CLIENT/MATTER WORKSPACE in WORKSITE. TIP: Create a folder on your Desktop to house these documents. 3. If you wish to download all documents at once (to quickly import to WorkSite), choose DOWNLOAD ALL DOCUMENTS AS A .ZIP FILE found at the bottom of the list of generated documents.

6 4. A message displays at the bottom of the screen. 5. Click the down arrow beside SAVE. 6. Select SAVE AS. 7. Click on DESKTOP and, if you created a folder to house your documents, navigate to it. Cooley docs 112317934 v11 Page 3 of 4 Last Updated: 8/11/16 8. Click SAVE. 9. Click OPEN FOLDER. 10. Double click the folder. 11. Click the UNZIP button. SAVING DOCUMENTS TO WORKSITE 1. Expand the WORKSITE WORKSPACE so that the folder is visible. 2. Adjust your windows so you see the files in the DESKTOP folder, and the correct WORKSPACE folder. 3. Select the documents. DRAG AND DROP them into the WORKSPACE folder. NOTE: After moving the documents into WORKSITE, it is prudent to delete the documents from the DESKTOP folder.

7 REUSING ANSWERS FOR NEW QUESTIONNAIRE If you want to re use answers for a NEW set of documents, follow these steps (remember: you can revise an existing Questionnaire and regenerate documents (including any new documents you select in a Package) by editing the ORIGINAL Questionnaire ). For example: you create a Formation Package for Acme, Inc. If you want to MODIFY that Formation Package (including selecting new documents available in that package), you can EDIT THE ORIGINAL QUESTIONNAIRE. However, if subsequently you want to create a Convertible Note Package for Acme Inc. but want to use answers from the Formation Package (like names, addresses, etc.), you ll want to follow the steps below. Note that not all answers will map perfectly between different templates.

8 Download Answers 112317934 v11 Page 4 of 4 Last Updated: 8/11/16 1. After the documents are generated, you can save the answers for future use. 2. From the list of generated documents, click DOWNLOAD ANSWERS. 3. Click the down arrow beside SAVE and choose SAVE AS. Save the ANSWERS to your DESKTOP or another location on your computer. 4. The ANSWERS have an .XML EXTENSION. Upload Answers 1. Follow Steps 1 4 under GET STARTED WITH Cooley docs , above. 2. After choosing the TEMPLATE to create a new PACKAGE using the same ANSWERS, click UPLOAD ANSWERS from the DOCUMENT SELECTION page. 3. Browse to the location in which you saved your ANSWER file in Step 4 above ( , your DESKTOP). 4. Double click the ANSWER file.

9 The answers will transfer to the new questionnaire. Review the questionnaire and make changes as needed. See also Reference Guide Cooley docs Client Questionnaire