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  1. Denovo
  2. Creating Custom Forms & Templates

Creating Custom Forms & Templates

Templates & Forms Overview

  • Templates & Forms Overview

Step 1: Create a Template

  • Create a Word Document

Step 2: Create a Form

  • Create a New Form
  • Add Fields to your New Form
  • Add Conditional Fields and Conditional Forms to your Form

Step 3: Connect the Form and Template

  • Generating Keys from the Form
  • Add Keys to your Document to create a Template
  • Using the Template Builder

Step 4: Use the Form in Your Matter

  • Upload your Word Document as a Template
  • Using Forms in the Matter Detail
  • Use the Form to Create and Generate a Document for the Matter
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