Advanced Document Automation
The articles in this section outline and explain the functionality and frequently asked questions regarding Advanced Document Automation.
50 articles
- Advanced Document Automation Sample Templates
- Map Template Fields With Corresponding MyCase fields
- Reuse Fields across Documents
- Advanced Document Automation Field Types
- Edit, delete, and reorder fields in your templates
- Overview of Advanced Document Automation Add-in Side Task Panel
- Reference a field value or clause from within another field
- Inserting fields into your document
- Manually creating a field
- How to Eliminate Street Address Line 2 in your template, when you don't need it
- How to add Bar Numbers automatically to Advanced Templates When There Are Multiple Attorneys at the Firm
- How to conditionally Insert a Paragraph in Advanced Document Automation Templates
- Conditional Fields Depending on Other Conditional Fields
- How to automate pronouns in your Advanced Document Automation Templates
- Conditional Fields Overview
- Dynamic Signature Lines (one or more signers)
- Eliminate extra breaks when a Paragraph is conditionally inserted
- Why isn’t my document saving as a PDF?
- Working with Tables in Advanced Document Automation Templates
- How to Add Formatting to a Multiline Text Field
- How to Format Your Word Document to Avoid Font Size and Style Formatting Issues
- Retaining Auto-Numbering in Multilevel Lists
- Automatically Capitalize Text in Your Template
- Inserting Page Breaks
- Tips for Working with Rich Text Fields
- Creating Address Blocks
- Checkboxes in Advanced Document Automation Templates
- Caption Formatting on Court Forms
- How to Format Your Word Document to Avoid Indentation Formatting Issues