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Advanced Document Automation
Getting Started with Template Building
Advanced Document Automation Sample Templates
Advanced Document Automation Sample Templates

Pre-built templates to help you get started

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Written by Eszter Takacs
Updated over a week ago

To access our sample templates, please visit this page.
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Steps to use these templates

1: If you want to use a template from scratch

  1. Install Advanced Document Automation add-in in Word

  2. Download template

  3. Open template in Word

  4. Click “Build a New Template”

  5. Upload sample template to Saved Templates Collection

  6. Go to MyCase > Case > Documents > Add

  7. Select Advanced Templates

  8. Choose sample template

  9. Create document

2: If you already have templates and want to copy pre-mapped fields from these templates

  1. Install Advanced Document Automation add-in in Word

  2. Download sample template

  3. Open template in Word

  4. Open MyCase Add-in side panel

  5. Click “Edit Template”

  6. Go to Menu > Reuse Fields > Copy Field Data

  7. Open your existing template in Word

  8. Open MyCase Add-in side panel

  9. Go to Menu > Reuse Fields

  10. Paste into text box

  11. Click “Import Field Data”

  12. Start Inserting fields into your template using “Insert Field” button

  13. Upload sample template to Saved Templates Collection

  14. Go to MyCase > Case > Documents > Add

  15. Select Advanced Templates

  16. Choose sample template

  17. Create document

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