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Document assembly works using one of two major word-processors. |  |
Even with all that some users want to have an extensive template library but simply don't want to learn how to use them right-away, so Lawex offers our template services. For a fee we can convert your existing set of documents and letters to a useful template library. You choose how many you wish to have converted and we guarantee complete satisfaction.
We offer standard pricing for template conversions but if you consider our template services be sure to call us and speak to our sales representatives. Rather then just convert documents we choose to first understand your needs and discuss all of your options.
How do templates work?
A document template is a file that contains style settings and information on how to create a new document. In TrialWorks templates are used to automatically merge information from the system and assemble documents. Document templates are essentially fully written letters/legal documents/forms that hold BookMarks (markers for specific data) which automatically populate with information.
The easiest way to make a template for TrialWorks is to start with an existing one already in the Template library. With a single click you can create a new template based on an existing one. From there just copy/paste or write the desired content and insert BookMarks in places where information will automatically fill in. Save the document and test it. For specific instructions and lists of bookmarks available use the help option in TrialWorks or contact our training department.
A document template is a file that contains style settings and information on how to create a new document. In TrialWorks templates are used to automatically merge information from the system and assemble documents. Document templates are essentially fully written letters/legal documents/forms that hold BookMarks (markers for specific data) which automatically populate with information.
The easiest way to make a template for TrialWorks is to start with an existing one already in the Template library. With a single click you can create a new template based on an existing one. From there just copy/paste or write the desired content and insert BookMarks in places where information will automatically fill in. Save the document and test it. For specific instructions and lists of bookmarks available use the help option in TrialWorks or contact our training department.
