Getting a template into CaseConnect

Firm Admins (or users with template permissions) only.

1. Build the Word file with merge fields (see the Template Builder Guide).

2. Go to Precedents → Templates → New Template.

3. Fill in the title, type, category, and (optionally) practice area.

4. Upload the DOCX file.

5. Set the status to Active.

6. Generate a test document against a real matter and check every field filled in correctly.

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