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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, many of the tools for editing and creating templates and custom merge codes are only available through the SmartAdvocate plugin for Word. See Merge Codes and Word Template Editor Plugin for Plug in 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.

Templates

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This tab contains a listing of all of the document templates in the SmartAdvocate system. The list is in the form of a table, with columns for the name of the template, the template's category and subcategory, whether or not the template is archived, when the template was created and when it was last modified, the envelope (if any) that can be generated at the same time as the template, whether it is a Word, PDF, or Excel template, the Template Group to which the template has been assigned, the Case Groups and Case Types in which the template will be available. There is also an Actions column containing a pencil icon in each row, for editing the properties of the template in that row, along with icons to delete the template, upload it, and download it. PDF templates have an additional icon for editing merge codes.

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Clicking the pencil icon in a row will bring up a panel allowing you to edit the template's properties.

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1. The name of the template.
2. The document category assigned to the template.
3. The document sub-category assigned to the template.
4. The envelope template attached to the template.
5. Whether the template is archived.
6. The display folder in which any documents creating using this template will be placed on the Documents page.
7. The Template Group into which the template has been placed.
8. Used with Time Tracking. If you do not track the time spent in cases, leave this field blank.
9. Used with Time Tracking. If you do not track the time spent in cases, leave this field blank.
10. Used with Time Tracking. If you do not track the time spent in cases, leave this field blank.
11. The Case Groups in which this template will be available.
12. The Case Types in which this template will be available.
13. The format of a document created using this template. The options for a Word template are Word by Default, PDF by Default, and PDF Forced.

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