Microsoft word determine template used12/25/2023 ![]() ![]() Click on Create New Document in top right of screenĤ. Navigate to Documents from inside the Assets tab at the top of the page.Ģ. In order to upload Word templates just follow these steps.ġ. ![]() Once these two steps are also completed, if necessary, you are then ready to upload your Word file to Lawmatics. We did not repeat the brackets around first name, and we did not leave the characters.Īfter you have merged in any necessary fields, you may also want to add e-signature or conditional logic to the document. Note how we have replaced the portion of the relationship type modifier with the field code for "first_name". You would then paste the field code into your Word document so that the sentence would look as follows: Thank you, , You would go to the Field Reference page, and click the icon highlighted below for the First Name field, to copy that field code. You can click the copy icon to easily copy the field code, and then paste it into your Word document outside of Lawmatics.įor example, if you had a sentence in your document that used a person's first name such as: Thank you, Jeff, for hiring our firm. Here you will find a list of all of your Lawmatics fields, including custom fields, and you are provided with the field code for each field. To access the field reference page at any time, simply hover your mouse on the question mark icon found near the top right of your Lawmatics page: It is very easy to do and we provide a great reference in Lawmatics which gives you the values of each field as they need to be used for merging. ![]() We can accomplish this with a Word template by using our Word merging language. It will be important for most of your documents to automatically populate with data from Lawmatics. ![]() This feature can be compared to our custom document option, which accomplishes a similar function but does not have the capability to preserve your formatting from Microsoft Word. This allows you to keep any formatting or other elements from your word document, but still get the benefits of having a merge field document in Lawmatics. You can use our DOCX Upload feature to turn a Microsoft Word document into a template that can be used to merge in fields from your Lawmatics CRM. ![]()
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