Document templates exist for the sole purpose of saving you the stress of manual data entry involving tweaking, deleting, and entering data whenever you have cause to send out a document to a client.
Now that you’ve created a document template, how do you put it to use when the need for it arises?
Steps to generate a document from template
Go to the
Matterson the left and click open the desired matter for which you want to generate the document.Click on the
clip-like attachment iconon the bottom of theInfosection and hitDocument from templateoption.
Alternatively, click on the
Filestab, and then+ Newbutton. SelectDocument from templateoption.Select the desired template from the dropdown and click the
Create a document from templatebutton.The appropriately-filled document should be on its way to the recipient and appear in the matter
Infosection where you tap toSaveit.
Note: For more on document template and automation, check out this helpful video.
FAQ Section
FAQ1: How to Fix the "Error Creating the Document from Template" in Lawcus?
Answer: If you see the "Error creating the document from template" message in Lawcus, it’s usually due to special characters (like %, ^, *, or ?) in the template's filename. To fix this, simply rename the file using only plain text characters—letters, numbers, dashes, or underscores—and try again. For example, use a name like Client_Agreement_Template.docx instead of Client%Agreement^Template?.docx.
FAQ2: Why are merge fields not pulling data into the Document template?
Answer: When merge fields don't pull data into a document template in Lawcus, it could be due to several reasons:
Ensure that the merge fields in the template correspond accurately to the fields in Lawcus. Any discrepancy might prevent the data from populating correctly.
Empty custom fields within a matter can indeed lead to merge fields not populating data in the Document template.