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Document templates are powerful time-savers for any firm. In conjunction with merge codes, they significantly streamline the document generation process. The documents you need for nearly every case your firm handles can be created in just a few clicks; with merge codes, the SmartAdvocate system can even automatically insert case-specific information into a document, making document templates even more versatile. The Document Templates administrative page offers some tools for managing templates and merge codes. However, most of the tools for editing and creating templates and custom merge codes are only available through the SmartAdvocate plugin for Word. See Merge Codes for details.
The information in Document Templates is divided into five tabs. All five tabs are visible at all times, however the contents of only one tab is visible at a time; click the heading of the tab you want to access to bring up that tab's information. The five tabs are Templates, Template Groups, Template Bundles, Custom Merge Codes, and Builder Merge Codes.
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This tab contains a listing of all template groups. Template groups are used primarily when you Generate a document, where they are displayed as folders containing templates, to make it easier to find the particular template from which to create a document. The list of groups is in the form of a table, with columns for the name of the group and the criteria by which templates are automatically assigned to the group. There is also a column containing, in each row, a pencil icon for editing the row, and a red X icon for deleting the row (there will be a confirmation message first to avoid accidental deletion). Above the table is a button allowing you to create a new template group.
Clicking the pencil icon in a row will bring up a panel allowing you to change the group's name and the criteria by which templates are assigned to the group. Clicking the Create Template Group button will bring up the same panel, with the contents blank. Templates are assigned based on their names; you can choose the text that must be in a template name to assign it to the group, and whether that text must begin the name, end the name, or simply appear somewhere in the name. Click Update to save the changes or Cancel to discard them and close the panel.
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This tab contains a listing of all custom merge codes. For an explanation of custom merge codes, see Creating and Using Custom Merge Codes. The list of custom merge codes is in the form of a table, with columns for the merge code's name, description, and type, as well as whether the merge code is marked archived. There is also a column containing, in each row, a pencil icon for editing the row.
Clicking the pencil icon in a row will bring up a panel allowing you to change the merge code's name, description, and type, as well as whether the merge code is marked archived. Custom merge codes cannot be deleted outright but marking a custom merge code archived removes it from the list of available codes when creating builder merge codes. Click Update to save your changes or Cancel to discard them and close the panel.
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