From ContactsLaw Documentation
- The starting point of creating templates is you must have a workgroup or you may select an existing workgroup in the application.
- Then you have two (2) options on How-To:Create a template.
- First, you may proceed to the “Documents” section and choose “Templates”. Then click, “New Template”.
- The second option that you have when creating a template is, go to the “Create” section in the upper part of your screen and click “Template”.
- Then you will be directed to the at called “New Template”. You will first add a description of the template you are creating.
- Then, there are two ways of understanding in terms of actually getting the body of the document in creating a new template.
- Proceed to the “New” and dropdown to choose what would be the format of body of the document.
- If you have an existing body document that you’re going to use, just click “upload” instead and you will be directed to your local drive.
- Then you will choose the category of your template which is just a name to group different templates together.
- You have the option to edit the file that you’ve uploaded. In case if it is a (.docx) you will be directed to edit the document in the microsoft word, while if it is a (.pdf) you will be directed to the adobe acrobat to check and edit the document you’ve uploaded.
- Proceed to “Check In” the document.
- Next go to the “Content” section where you see all those different fields of content markers, they're all in here and they appear in the order in which they were added to the document.
- For the “Asset” section, you will have the option to add what you want for the file or document to work.
- After adding assets, do not forget to check the box as “Required”.
- Then, go to the “Attachments” section and add a document or create a new asset.
- Double check the details and if it is all good just click “Save and Close”
