How-To:PDF Template

The starting point of creating templates is you must have a workgroup or you may select an existing workgroup in the application.
Then you may proceed to the “Documents” section and choose “Templates”. Then click, “New Template”.
Since you are creating a PDF template, just click the “Upload” and choose the PDF file you want to upload.
After uploading the PDF, change the description and the category of the template you are creating.
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”.
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.
Once the desired fields for third-party input have been finalized, simply click "Save".
Go back to the contactslaw app, and proceed to “Content” and click "Refresh" button.
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.
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”.
You must select the specific asset that matches your contents.
Once you have done mapping the main assets to your contents, let's just go back to the template then click “Save and Close”.
To check if you mapped your contents in the right assets, just right click the template you have created and choose “Edit”.
Then you will go back to the edit template tab and just click the “Test Template”.
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.