Add a New Document Template

This option allows you to create a new document template and enter text and merge fields so that client-ready documents can be produced by users.

To add a new template:

  1. Open Utilities (or click Utilities on the toolbar) and select Document/Agenda Setup.
  2. Expand the Document Production folder and select Document Templates. This displays the full list of templates.
  3. Right-click anywhere in the right-hand pane of the Document Template Management window and select Add New Document Template. 
  4. When the Document Template dialog box displays, complete the Template Properties as appropriate and click OK.
  5. Microsoft Word opens with an additional ribbon. If you are using:
    6. Doc_P MT02
    The new ribbon is Add-ins and the Field Code Selector displays automatically. The new ribbon is ALB and the Field Picker displays automatically.
  6. Type the standard letter or document or you can copy and paste text from an existing document.
  7. To insert merge fields using:
    8. Doc_P MT02
    Please refer to inserting field codes using The Doc_P Process for full details. Please refer to inserting field codes using The MT02 Process for full details.
  8. If you need the document to follow your firm's house style, you can link the document template to a header document or stationery template to ensure the layout and style is correct.  If you are using:
    9. Doc_P MT02
    Please refer to Header Documents for full details. Please refer to Stationery Templates for full details.
  9. When you have completed editing the document click Save and then close Microsoft Word or close Microsoft Word and click Yes when prompted to save the changes.

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