Templates
 Document
assembly functions are dependant on template
libraries; the more templates you have the
less time you spend creating documents.
Out of the box TrialWorks enables a user to
create a letter, save it, and store it in a
case file using just their mouse; templates
assist with the content of those letters.
TrialWorks does not come with a pre-existing
template library - with the exception of a
few sample forms - so users need to make
their own. The process is surprisingly
easy and can be learned from our manual or
an hour of training. In addition to
learning, TrialWorks includes the BookMarkIt
utility that makes the process of choosing
appropriate bookmarks very simple.
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.
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Document
assembly works using one of two
major word-processors. |
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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.
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