Advanced Document Automation
The articles in this section outline and explain the functionality and frequently asked questions regarding Advanced Document Automation.
50 articles
Document Automation Overview
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