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