Step-by-step setup guide

These are the steps required to configure your Docassemble Interview to send answers to Community.lawyer's Answers repository.

Step 0: Ensure Docassemble is version 0.2.53 or higher

If your version of Docassemble is lower than 0.2.53, upgrade the version of Docassemble to the newest version, as shown in Docassemble Packages.

If you're hosting your Docassemble server using the Docassemble Toolkit and you run into any issues with this upgrade process, contact us at [email protected] and we'll help you get it sorted.

Step 1: Install the dt-send-answers package

Install the dt-send-answers package via your interview's Package Management page, as shown in Docassemble Packages.

Step 2: Set your API Key in the Docassemble configuration

In your Docassemble configuration, set the docassemble api key flag as shown in API Key.

Step 3: Set the interview identifier in the Metadata

Set the interview_identifier flag in your interview's metadata as shown in Metadata.

Step 4: Add a code block to your interview

Trigger code at the end of your interview to send your data over, as shown in Code Block.

Optional Step: For downloading files, configure your AWS command line tools

If you are using S3 (e.g. users hosting their Docassemble instance via the Toolkit's Servers service), you can download files that users provide as responses to your interviews by installing and configuring the AWS CLI tools as shown in Cloud Storage (Optional).