Populating templates in the Word add-in

How to populate a template with new information

Ben Q avatar
Written by Ben Q
Updated over a week ago

Once you created and inserted the fields into your document, the next step is to populate the document with your information.

If you draft your documents from the add-in, you cannot reuse the client information from MyCase. You must draft your documents from within MyCase if you want to auto-populate data and you can read more here about the steps.

Populate one template

  • Click the field(s) and type in the new information for that field

  • Click the Populate button at the bottom of the window.

  • You'll then see the Advanced Document Automation dynamically update the information in the document on the fly.

  • Since you already have client data in your template, use Microsoft Word's "Save as" option to save the Client's documents on your local computer. ( The floppy disk icon at the top of the side task panel should be only used to save your Master Template -without any client information- to your Document Collection)

Populate multiple templates at once

  • Click the down arrow next to the Populate icon:

  • You will see a list of the documents that are in your Document Collection for you to select. Select which documents you would like to populate in addition to the currently open document.

  • Give values to additional fields: Additional fields are fields that are present in one document but not another (only fields with the same name will be considered the same across multiple documents)

  • Click Populate

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