How to configure a document template

This feature allows the user to upload a standard document template for any practice area. To use this functionality, an existing document template must be used in order to map the fields correctly

1. Click the settings icon

2. Click “Manage Case Document Templates”

3. Click “Template Merge Fields” tab

4. Click “Copy to clipboard”

5. Paste the copied tag to the template where you want the system to auto populate the relevant field. e.g. case name (john vs peter) {{Case.Number}} or client name(John) {{Client.FirstName}}.

6. Once you have replaced all the fields, save the template on your PC.

7. Click the “Document Templates” tap

8. Click “choose file”

9. Enter the name of the document in the description text box.

10. Click the upload button.