About templates

Documents are created based on pre-defined templates, called merge templates. These are created by developers and include all the elements required to produce client-ready documents. Templates normally contain the body text (i.e. standard text that does not change), plus variables which hook into Legal Enterprise and extract the appropriate information. They can even include question and answer sequences so that the document changes depending on user responses. Documents are produced as the end result of merging data into your templates.

To facilitate the production of templates, Legal Enterprise integrates with Word, Excel and Outlook. This two-way Office Integration allows templates to be created and merges to be initiated. When templates are merged, the final documents are then stored in a logical structure on your server, in a central repository called Document Management.

Note: A merge template must be created before a document can be produced through Legal Enterprise.