Wednesday Wisdom: Creating A Document Template
Rocket Matter’s document template feature works with Microsoft Word, using merge fields to populate client and matter data into a document automatically. The beauty of this feature is that firms only have to create one template for documents used over and over again, and within seconds, client information will be populated.
Creating a template is simple with Rocket Matter’s merge field guide. Download the guide in the Admin section under Document Templates.
Once you have the template downloaded, you can just copy and paste the necessary merge fields into your blank Word document.
To add a custom field, copy and paste the custom field example from the merge field guide. Then, right click on the field and click ‘Toggle Field Codes’. Next, edit the field using the desired custom field label. Lastly, right-click again and select ‘Update field’.
In order to change the font and bolding of the fields, use the same “toggle field” method, then change the font and update the fields. This can be done quickly by selecting the entire text in the document (control/command + A) and then toggling all fields and editing the font.
Once you have the document looking the way it needs to, just upload it as a template in Rocket Matter by navigating to the Admin section, clicking on Document Templates, then Upload Template.
This template will be available for use with any matter added to the application.
TRAINING AND DEMOS
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Current customers who need a refresher on all things Rocket Matter are encouraged to jump onto one of our online training classes. We also offer them 5 days a week.
Our dedicated support team is always available 8am-8pm EST, Monday through Friday, to answer all of your questions and concerns. You can reach them by phone at 888-432-1529 option 1.