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Populate Advanced Document Automation Templates Within MyCase
Populate Advanced Document Automation Templates Within MyCase

A step-by-step guide on how to generate Advanced Document Automation templates from within MyCase.

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

With Advanced Document Automation's document, you can easily reuse data you have collected from your clients and cases to populate your existing Advanced Document Automation templates.

Items to Note

  • This integration is available to users with active subscriptions to MyCase Advanced.

  • Populate templates using data you have previously collected in MyCase.

  • Your templates must be saved in your Add-In’s Document Collection.

How it Works

  1. In MyCase, navigate to the "Cases" tab and select a case.

  2. From the Case Details page, select "Documents" then "Add".

  3. Select the dropdown option "From Advanced Template".

  4. This will bring up a screen displaying the existing templates in your firm's Document Collection:

    • The templates are organized the same way you organized them in the Word Add-in Collection. If you want to make any changes or access the master templates, you can access them within the Word add-in

    • Any templates that are not organized into a folder will be listed under the "Uncategorized" Folder

    • You can choose one or multiple templates to draft

    • If you know the name of the template(s) you want to populate, you can search using the box at the top of this screen

    • If you check the box next to the folder name, you will select every template in this folder

    • If you need to select some templates only, use the down arrow to see what templates are in this folder.

  5. Select the template(s) you'd like to populate, and click "Next: Populate Templates" on the bottom right of the screen.

  6. Next, all fields associated with the templates you selected will be displayed. From here, you can select the case or client data you have saved in MyCase.

    • Fields that are mapped with corresponding MyCase attributes, will be auto-populated with corresponding data

    • Fields that are not mapped (and are not dropdown, or date fields) will provide a pre-populated dropdown with data tied to your case in MyCase
      If you want to enter a different value, simply type in an arbitrary value.

    • If you created dropdown options in your template, you will see the same options here ( e.g. single-select or multi-select fields).

    • Date fields will display a calendar where you can choose the date from

  7. Once you've input the information you'd like to use, name the document. Then, click "Save and Close" to populate your selected templates.
    If you have MyCase Desktop enabled, click "Save and Open" to automatically review the document.

  8. Finally, navigate back to the Case Details page, select "Documents", and your newly populated templates will be available there.

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