Saved Templates is a fully managed cloud-based file storage system, stored safely in MyCase’s data centers, that you can use to store and access your Advanced Document Automation templates. Additionally, templates are stored in your Saved Templates to be used with Advanced Document Automation multi-populate feature (populating multiple documents at the same time).
Your files are encrypted (in transit and at rest) and hashed such that only you can retrieve and utilize them. In order to utilize the multi-populate functionality, you will need to save one or more of your templates to your Saved Templates. When using multi-populate, you will be able to select which templates to populate from the templates stored in your collection.
Your Saved Templates in Action
Saving a template to Saved Templates
To save a template to Saved Templates, you can do one of the following:
Open your template in Microsoft Word, launch Advanced Document Automation, and click the Save Template button in the header (floppy disk icon).
If the document you are saving already exists in your Saved Templates, the add-in will give you the option of overwriting the existing document or keeping the new as a separate file.
Editing the name of a template in your Saved Templates
To edit the name of a template in your Saved Templates, first navigate to the Saved Templates page from the add-in menu. Find the document you'd like to edit the name of, hover over it, then click the pencil icon.
Download a template from your Saved Templates
To download a template from your Saved Templates, first navigate to the Saved Templates page from the add-in menu. Find the document you'd like to download and click the download button (down-arrow button) to the left of the document name.
Removing a template from your Saved Templates
To remove a template from your Saved Templates, first navigate to the Saved Templates page from the add-in menu. Find the document you'd like to remove, hover over it, then click the trash can icon.