Docassemble

Docassemble is a free, open-source expert system designed for guided interviews and document assembly. It enables the creation of web applications that interact with users to gather information and generate documents in formats such as PDF, RTF, or DOCX. Beyond document assembly, Docassemble can perform various tasks, including submitting applications, directing users to online resources, storing user input, interacting with APIs, or providing information directly to users.

- **WYSIWYG Template Editing**: Compose templates in .docx or .pdf formats, with synchronization capabilities via Google Drive, OneDrive, or command-line utilities. - **Signature Collection**: Gather touchscreen signatures and embed them into documents. - **Live Chat Support**: Assist users in real-time with live chat, screen sharing, and remote screen control. - **AI Integration**: Utilize machine learning to process user input or employ large language models (LLMs) for conversational interactions. - **SMS Communication**: Send text messages to users or use the SMS interface as an alternative to the web interface. - **Email Functionality**: Send and receive emails within interviews; faxing capabilities are also available. - **Optical Character Recognition (OCR)**: Process images uploaded by users using OCR technology. - **Multilingual Support**: Offer interviews in multiple languages. - **Multiuser Capability**: Develop applications involving more than one user, such as mediation or counseling interviews. - **Extensibility**: Leverage Python to extend interview capabilities. - **Open Source**: Package interviews and share them with the community via GitHub and PyPI. - **Background Tasks**: Perform tasks behind the scenes of the interview, even when the user is not logged in. - **Scalability**: Deploy interviews on multiple machines to handle high traffic. - **Security Features**: Protect user information with server-side encryption, two-factor authentication, document redaction, and other security measures. - **APIs**: Integrate with third-party applications using the API, or send interviews' input and extract output using code.