Turn Word Documents into Templates

A template is a type of document that creates a copy of itself when you open it. Instead of using the copy and paste method, take the firm’s most used documents and convert them quickly into templates with the new Word Addin feature available in 10.9.

Save As Template

Start with a blank template:
  • Click the File tab in Word, and then click New.
  • Click Blank document, and click Create.
  • Make the changes that you want to the margin settings, page size and orientation, styles, and other formats.
  • Use TrialWorks bookmarks to fill in within the document
    • You can also add content controls such as a date picker, instructional text, and graphics that you want to appear in all new documents that you base on the templateClick the File tab in Word, and then click Save As in TrialWorks.
  • Click the File tab in Word, and then click Save As in TrialWorks.
  • Choose the radio button, Template
    • File Name: Template Name
    • Save as type: Defaults to Word Template
    • Description: Pre-fills out with file name
    • Library: Drop down list of TrialWorks Template libraries
    • Category: Choice of currently used template categories for each library
  • Choose File to TrialWorks
    • The template will be automatically uploaded to the global Template Library and available for use to all users immediately.

Template Example

 

Save Document Options

Create a template based on an existing template or document

  • Click the hyperlink for a document within TrialWorks that you want to use as a future template.
  • Make the changes within the document to include bookmarks instead of client specific data.
  • Click the File tab in Word, and then click Save As in TrialWorks.
  • Choose the radio button, Template
  • Choose File to TrialWorks

Existing Document into Template

Whether you decide to start with a blank document or an existing template, the new Addin makes creating firm templates an easy process. Avoid making mistakes and errors and start building the template library for the firm’s document creation process.

*The Office Addin requires Microsoft Office Version 2007 or higher*

 

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