Don't waste another day re-creating the same documents over and over again by hand. With CaseFleet's document automation feature, you can create and upload templates with a variety of case, contact, lead, and global fields. When you need to create a form document, an instant download is just a click away.
Read on to learn how to create and use templates.
A template is simply a Microsoft Word document with certain special fields included in it. Fields are always surrounded by double curly braces. Here are a few examples:
You can find a list of all the available fields in Firm Settings > Document Automation. From there, click "Show template help" to view the list:
Click on the field you wish to insert to copy it to your clipboard so that you can easily paste them into a Word document.
A few tips for ensuring that your templates work smoothly:
Templates help you save time by making it easier to craft form letters and documents. Some common documents that work well as templates are:
If you are interested in seeing a sample template, download one here.
You can generate a new template by navigating to the contact, case, or lead that you want to appear inside the document.
Once there, you will see a generate document button at the top of the page that looks like this:
Click this button to open up the "Generate Document" screen and follow the instructions provided. Then click "Generate" to download your new document.