In this article, you will learn more about document templates. There are several links to more detailed articles below.
Creating Document Templates
Actionstep allows you to automatically generate letters, bills and other documents from within matters, using document templates. Merge Fields allow the templates to automatically pull information from the matters that they are created from. This means that, once you have set up a document template using merge fields, you can create documents of the same kind for any specified matter in just a few clicks, using the same template.
Actionstep only supports document templates in .docx formats.
Uploading Document Templates
Document templates need to be uploaded against workflows so that documents can be generated, using those templates, from within matters. To upload a document template, navigate to:
Admin -> Matter Types
Select the Matter type you would like to upload the template to, and then click on 'Document templates' on the sidebar to the left. Then, click on 'Add Template' as per the screenshot below.
Specify the name of the template, as well as the folder it will sit within. If you have not set up any other folders, you will be able add it to the root folder.
If you check any of the boxes against the displayed party types, you will be able to generate documents for those specific contacts. Click on 'Save' to upload the new template.
Generating Documents From Templates
To generate a document from an uploaded template, open a matter and navigate to the documents section. Then, click on the 'Generate' button and select the template you would like to generate the document from. When generating the document, you are able to specify a name for it, as well as the folder it should be generated within. Additionally, you can choose to download the document or view it in Office (if you have are using the plugin).
Once you are happy with your settings, click on 'Generate' to create the document from the template.