How do I create a Document Template?

  • Updated
Document Templates are Word and PDF documents that define what data is to be extracted from CARET Legal and how this data is formatted. The specific details change from Matter to Matter. They can be used over and over again to create a new document. An example is a letter template where the client's name and address are automatically populated.
To create a Document Template:
  1. Navigate to your list of Matters, then select a link under Matter No to display the Matters details, click the  Documents tab and select Document Templates on the action bar.


  2. Click Merge Fields under the action bar to view all of the merge fields you can use in document templates sorted by Type:
    •  Firm Information
    • Matter
    • Matter-Related Contacts
    • Intake Forms - Available if forms were generated under the Intake Forms tab of a Matter.
    • Matter Custom Fields
    • Contact Custom Fields

  3. Click on at Type to expand the menu.

  4. Open Microsoft Word or your PDF Creator and start creating your Document.
    • Insert a Merge Field where you would like the value to show in the document.
    • Click Copy  to the far right of the field to quickly copy a Merge Field from CARET Legal. For example, to address a client in the document you would add the {{Matter.PrimaryClient.FirstName}} field, as shown below.

  5. When you are satisfied with the template you created in Word or your PDF Provider, click Document Templates under the tab bar to upload it to your list.

  6. Click Upload to the far right of the tab bar to upload the template. Make sure to upload a non-protected .docx file

  7. Enter a File Name, then assign the newly created template to a Practice Area by selecting an option from the drop-down list.

  8. Click Save Template.

The Template is now available to be merged with your Matters. Each time you generate a new Document using that template, the Merge Field will insert the corresponding value for the chosen Matter.


Was this article helpful?

0 out of 0 found this helpful