Document Templates

Document templates allow users to generate documents that insert information from a case — such as the client's name, legal problem code, primary advocate, and so on.

Templates have criteria so that only templates relevant to a case are displayed by default; for example, matching the case's problem code and client's language.

Document templates are also available in the user module to insert information from the user record.

Administrators create a template (RTF file or fillable PDF), set display criteria, then map fields to markers within the template.

See: Document Templates Creating and Editing and Document Templates Mapping Tips.

Related videos: Creating a Template video and Mapping Fields video.

Beyond the native Document Templates, there are also integrations with Gavel and Docassemble that allow for other methods of templates.