How-To:PDF Template: Difference between revisions

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# The starting point of creating templates is you must have a workgroup or you may select an existing workgroup in the application. [[File:Step 1 - Create Template.png|none|thumb|500x500px]]
{{DISPLAYTITLE:How to Create PDF Templates}}
# Then you may proceed to the “'''Documents'''” section and choose “'''Templates'''”. Then click, “'''New Template'''”.[[File:Step 2.1- Create Template.png|none|thumb|500x500px|[[File:Step 2.2- Create Template.png|none|thumb|500x500px]]]]
[[ContactsLaw]] offers a robust, user-friendly system for document creation that leverages advanced templating functions to enhance efficiency and accuracy in legal document generation. Through this system, users can design and configure custom templates to minimise repetitive data entry, streamline document production, and maintain consistency across files..
# Since you are creating a PDF template, just click the “Upload” and choose the PDF file you want to upload. [[File:Step 3 - PDF Template.png|none|thumb|500x500px]]
 
# After uploading the PDF, change the description and the category of the template you are creating.[[File:Step 4 - PDF Template.png|none|thumb|500x500px]]
To begin using the system, consult the [[How-To:Document Template|Create Template]] guide for a complete introduction to template creation.
# Now let’s proceed to “'''Edit'''” to prepare what details are needed from the third party which this process is called, “'''Setting up PDF Template'''”. [[File:Step 5 - PDF Template.png|none|thumb|500x500px]]
 
#In order to edit the fields in the template, we recommend using Adobe Acrobat. Once you've made your desired changes, you will be redirected to the Adobe Acrobat interface where you can fully change or edit the fields that need to be filled in by the third party.[[File:Step 6.1 - PDF Template.png|none|thumb|500x500px|[[File:Step 6.2 - PDF Template.png|none|thumb|500x500px]]]]
== 1. Getting Started ==
# Once the desired fields for third-party input have been finalized, simply click "'''Save'''". [[File:Step 7 - PDF Template.png|none|thumb|500x500px]]
 
# Go back to the contactslaw app, and proceed to “'''Content'''” and click "'''Refresh"''' button. [[File:Step 8 - PDF Template.png|none|thumb|500x500px]]
* Open the New Template window (see the [[How-To:Document Template|Create Template]] guide for details).
#Next proceed to the “Assets” and add the certain assets that you’re gonna need such as calendars, contacts, documents, or matters. Note: You should check if the assets you’ve added covered the main ones in your content. [[File:Step 9 - PDF Template.png|none|thumb|500x500px]]
 
#Now, we're gonna start mapping the content fields in the document to the assets we've just created, and the easiest way to go is to click the “'''Browse'''”.[[File:Step 10 - PDF Template.png|none|thumb|500x500px|[[File:Step 10.1 - PDF Template.png|none|thumb|500x500px]]]]
* Click “''Upload''” and choose the PDF file that will serve as your template.[[File:Step 3 - PDF Template.png|none|thumb|500x500px]]
#You must select the specific asset that matches your contents. [[File:Step 11 - PDF Template.png|none|thumb|500x500px|[[File:Step 11.1 - PDF Template.png|none|thumb|500x500px]]]]
 
#Once you have done mapping the main assets to your contents, let's just go back to the template then click “'''Save and Close'''”. [[File:Step 12 - PDF Template.png|none|thumb|500x500px]]
== 2. Specify Options ==
#To check if you mapped your contents in the right assets, just right click the template you have created and choose “'''Edit'''”. [[File:Step 13 - PDF Template.png|none|thumb|500x500px]]
 
#Then you will go back to the edit template tab and just click the “'''Test Template'''”.[[File:Step 14 - PDF Template.png|none|thumb|500x500px|[[File:Step 14.1 - PDF Template.png|none|thumb|500x500px]]]]
* After uploading, input a descriptive name for the template. If you want to categorise it, add or select an appropriate category name.[[File:Step 4 - PDF Template.png|none|thumb|500x500px]]
#In case you notice that there are fields that don't have any details, just go back to the ContactsLaw edit template tab and click edit or go to contents to change some mappings to the assets. [[File:Step 15 - PDF Template.png|none|thumb|500x500px]]
 
* Go to the ''Content'' menu and click "Refresh." Note that if your PDF originates from a third-party source with existing fields, you may see irrelevant field names. This occurs when third-party fields lack specific identifiers, making it crucial to rename them appropriately for optimal functionality.[[File:Step 8 - PDF Template.png|none|thumb|500x500px]]
 
* To have the best templating experience you need to give the fields within the PDF template meaningful names. Start by clicking ''Edit'' to open the PDF file.[[File:Step 5 - PDF Template.png|none|thumb|500x500px]]
 
== 3. Prepare PDF Form Content ==
 
* We recommend using '''Adobe Acrobat''' for editing. In Adobe Acrobat, access the "''Prepare a Form''" tool to add or modify fields, assigning each field a clear, descriptive name that will appear in ContactsLaw's template editor. This step ensures that fields are easily identifiable and functionally mapped within the template.
 
[[File:Step 6.1 - PDF Template.png|none|thumb|500x500px|[[File:Step 6.2 - PDF Template.png|none|thumb|500x500px]]]]
 
* Once field naming is complete, save the PDF and return to ContactsLaw, selecting "''Check In''" in the '''Edit Template''' window. In the '''Content''' window, click "Refresh" to display the newly added fields. [[File:Step 7 - PDF Template.png|none|thumb|500x500px]]
* Click the "'''Refresh"''' button in the "Content" window. Your newly generated/named fields will then appear.[[File:PDF Template - Refresh.png|none|thumb|500x500px]]
 
== 4. Specify Assets ==
 
* Navigate to the '''Assets''' section and add any data sources, or “assets,” needed to populate the template’s content fields. Use the “Browse” option to select assets and attributes relevant to each field.[[File:Step 9 - PDF Template.png|none|thumb|500x500px]]
 
*Proceed to map the content fields in the document (referring to the Assets selected). The easiest way to do this is to click the “'''Browse'''” which will then give you the list of assets and different attributes that can be drawn on.[[File:Step 10 - PDF Template.png|none|thumb|500x500px|[[File:Step 10.1 - PDF Template.png|none|thumb|500x500px]]]]
*For each content field, link an asset and specify any required formatting. Refer to the [[Document Template]] guide for further details on content field options and formatting capabilities [[File:Step 11 - PDF Template.png|none|thumb|500x500px|[[File:Step 11.1 - PDF Template.png|none|thumb|500x500px]]]]
 
== 5. Final Steps ==
 
* Test your template by selecting "Test Template." This feature uses generic data to populate the fields, allowing you to preview the document and verify accuracy.[[File:Step 14 - PDF Template.png|none|thumb|500x500px]]
*Should any issues arise, you can make adjustments within the '''Content''' menu to refine field mappings and settings.
*Lastly, the template must undergo [[Template Configuration|configuration]] to finalise it for use. [[File:Step 15 - PDF Template.png|none|thumb|500x500px]]This structured approach to creating templates within ContactsLaw ensures that each document is tailored to meet specific requirements, reducing errors and enhancing productivity in legal documentation.
[[Category:How-To]]

Latest revision as of 14:59, 3 December 2024

ContactsLaw offers a robust, user-friendly system for document creation that leverages advanced templating functions to enhance efficiency and accuracy in legal document generation. Through this system, users can design and configure custom templates to minimise repetitive data entry, streamline document production, and maintain consistency across files..

To begin using the system, consult the Create Template guide for a complete introduction to template creation.

1. Getting Started

  • Click “Upload” and choose the PDF file that will serve as your template.
    Step 3 - PDF Template.png

2. Specify Options

  • After uploading, input a descriptive name for the template. If you want to categorise it, add or select an appropriate category name.
    Step 4 - PDF Template.png
  • Go to the Content menu and click "Refresh." Note that if your PDF originates from a third-party source with existing fields, you may see irrelevant field names. This occurs when third-party fields lack specific identifiers, making it crucial to rename them appropriately for optimal functionality.
    Step 8 - PDF Template.png
  • To have the best templating experience you need to give the fields within the PDF template meaningful names. Start by clicking Edit to open the PDF file.
    Step 5 - PDF Template.png

3. Prepare PDF Form Content

  • We recommend using Adobe Acrobat for editing. In Adobe Acrobat, access the "Prepare a Form" tool to add or modify fields, assigning each field a clear, descriptive name that will appear in ContactsLaw's template editor. This step ensures that fields are easily identifiable and functionally mapped within the template.
Step 6.2 - PDF Template.png
  • Once field naming is complete, save the PDF and return to ContactsLaw, selecting "Check In" in the Edit Template window. In the Content window, click "Refresh" to display the newly added fields.
    Step 7 - PDF Template.png
  • Click the "Refresh" button in the "Content" window. Your newly generated/named fields will then appear.
    PDF Template - Refresh.png

4. Specify Assets

  • Navigate to the Assets section and add any data sources, or “assets,” needed to populate the template’s content fields. Use the “Browse” option to select assets and attributes relevant to each field.
    Step 9 - PDF Template.png
  • Proceed to map the content fields in the document (referring to the Assets selected). The easiest way to do this is to click the “Browse” which will then give you the list of assets and different attributes that can be drawn on.
    Step 10.1 - PDF Template.png
  • For each content field, link an asset and specify any required formatting. Refer to the Document Template guide for further details on content field options and formatting capabilities
    Step 11.1 - PDF Template.png

5. Final Steps

  • Test your template by selecting "Test Template." This feature uses generic data to populate the fields, allowing you to preview the document and verify accuracy.
    Step 14 - PDF Template.png
  • Should any issues arise, you can make adjustments within the Content menu to refine field mappings and settings.
  • Lastly, the template must undergo configuration to finalise it for use.
    Step 15 - PDF Template.png
    This structured approach to creating templates within ContactsLaw ensures that each document is tailored to meet specific requirements, reducing errors and enhancing productivity in legal documentation.
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