How do I create a new document Template?

Click on Menu / Tab "Document Automation"

Click on the button "Create Document" to open the Document Automation Window.

If the window "Templates" is locked, just click on any Client in the Project Explorer to activate.

Checkbox "Previous / Quick Templates" should be activated (using the new Quick Template Features)

Select "Quick Document Templates" in the window "Templates" and right click to get the Context Menu. Click on "Explore Template Folder".

 

 

 

 

 

The Windows Explorer window opens:

 

Use this folder to copy / modify / create your Templates (or Subfolders to organize your Templates).

YouWinLaw supports Templates or Documents from Word, Excel and PowerPoint.

You can even use Documents (.docx instead of .dotx) as Templates. This makes the handling even easier!

Use Word / Excel / PowerPoint to save the document (or template) direct in this folder.

The name of the template (or subfolder) will automatically be used.

To refresh the content in the YouWinLaw template
window, rightclick to get the context menu and
click on "Refresh". 

YouWinLaw supports templates in different languages.

You can save the templates as Read Only.

Sample Template with placeholders:

 

Test the new Template!

 

Result:

 

Other Topics:

 

TIP: Template Workflow:

  1. Take (open) an existing document or template
  2. Neutralize the content in the document and add placeholders
  3. Save the document / templates with a descriptive name in the Quick Document Template Folder
  4. Switch to YouWinLaw and refresh the Template window
  5. The new template should now be visible and can be used immediately.

 

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