Lawcus

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 <code>Matters</code> on the left and click open the desired matter for which you want to generate the document.

Click on the <code>clip-like attachment icon</code> on the bottom of the <code>Info</code> section and hit <code>Document from template</code> option.

Alternatively, click on the <code>Files</code> tab, and then <code>+ New </code>button. Select <code>Document from template</code> option.

Select the desired template from the dropdown and click the <code>Create a document from template</code> button.

The appropriately-filled document should be on its way to the recipient and appear in the matter <code>Info</code> section where you tap to <code>Save</code> it.

1. Go to the <code>Matters</code> on the left and click open the desired matter for which you want to generate the document.
2. Click on the <code>clip-like attachment icon</code> on the bottom of the <code>Info</code> section and hit <code>Document from template</code> option.
 
 
3. Alternatively, click on the <code>Files</code> tab, and then <code>+ New </code>button. Select <code>Document from template</code> option.
4. Select the desired template from the dropdown and click the <code>Create a document from template</code> button.
5. The appropriately-filled document should be on its way to the recipient and appear in the matter <code>Info</code> section where you tap to <code>Save</code> it.

Note: For more on document template and automation, check out this helpful <a href="https://www.youtube.com/watch?v=FmMER_Ke2Ak" rel="nofollow noopener noreferrer" target="_blank">video</a>.

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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.

1. Ensure that the merge fields in the template correspond accurately to the fields in Lawcus. Any discrepancy might prevent the data from populating correctly.
2. Empty custom fields within a matter can indeed lead to merge fields not populating data in the Document template.

Steps to generate documents via document templates.