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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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