Creating document templates for users to select when merging packets is a 3 step process:

  1. Add basic template details
  2. Add fields
  3. Apply logic

How to Build Document Templates for Generation

1. Add Template Details

  1. Navigate to the App Launcher > Template Builder.
  2. Navigate to Template > New Template.1.jpeg
  3. Complete the following fields:
    1. Template Name: Name a user sees listed in a packet.
    2. Template Number: Unique template ID for quick search (e.g., intakes could be #100-199, matter templates #200-299).
    3. Merged File Name: The published name of the file; can use Merge Tags to create the file name.
    4. Category & Subcategory: Where documents are filed after a packet is generated.
    5. Starting Object: the object your template gets its inputs and related items from.
  4. Save.

2. Add Input fields

You can add any combination of Freeform Entry fields, Salesforce fields, Salesforce Record field sets, and conditional sections to the template.

Freeform Entry Fields

  1. Select Add Freeform Entry. A modal appears.
  2. Choose an Input Type.
  3. Define Prompt Text. This text contextualizes the fields for the user.
    • At this stage, you can see a live Template Preview with your input and prompt text.
  4. Define Input Name. Make this easy to understand for future template re-use.
  5. Define the Settings. (Not all options are available for all fields).
    • Hide field from user
    • Require user input
    • Mark as read-only (uneditable)
  6. Define Formatting Options.
    • Date/Time: All inputs with date data types support multiple timestamp formats.
    • Barcodes: All inputs with integer and string data types support barcodes generation.
  7. Save.

2.jpeg Salesforce Fields

Add Salesforce Fields to quickly show pre-filled data.

  1. Select Add Salesforce Field. A modal appears.
  2. Browse the Object Library to find available fields. Each field listed on the
    • Tip: Account fields are Party fields.
  3. Define Prompt Text. This text contextualizes the fields for the user.
    • At this stage, you can see a live Template Preview with your input and prompt text.
  4. Define Input Name. Make this easy to understand for future template re-use.
  5. Define the Settings. (Not all options are available for all fields).
    • Hide field from user
    • Require user input
    • Mark as read-only (uneditable)
  6. Define Formatting Options.
    • Date/Time: All inputs with date data types support multiple timestamp formats.
    • Barcodes: All inputs with integer and string data types support barcodes generation.
  7. Save.

Salesforce Record Field Sets

Add Salesforce Records to get an editable table of that record’s fields.

  1. Select Add Salesforce Record(s).
  2. Browse the Object Library. You can only add fields from the same object to the table.
  3. Select a field > Add. Repeat for as many fields as necessary.3.jpeg
  4. Select Finish to add the table to the template.
  5. Define Prompt Text. This text contextualizes the fields for the user.
    • At this stage, you can see a live Template Preview with your input and prompt text.
  6. Define Input Name. Make this easy to understand for future template re-use.
  7. Choose the number of records a user can select to be added to the table.
  8. Define the Settings. (Not all options are available for all fields).
    • Hide field from user
    • Require user input
    • Mark as read-only (uneditable)
  9. Define Formatting Options.
    • Date/Time: All inputs with date data types support multiple timestamp formats.
    • Barcodes: All inputs with integer and string data types support barcodes generation.
  10. Save.

Individual Inputs (Optional Config)

You can define the Header Text and Input Name for each field you have selected.

  1. Expand the Individual Input.
  2. Edit the Header Text & Input Name.
  3. Notice the column update in the preview.
  4. Save.

Add Existing Input

If you have already created an input field, you can re-use it in a new template.

  1. Select Add Existing Input. A modal appears.
  2. Find and select the input you wish to use.
  3. Select Add Input. The field appears in your template preview.
  4. Update the input’s Properties and Settings.
  5. Save.

Delete an Input

  1. Open an existing template.
  2. Select the input from the Template Preview panel.
  3. Select Delete.

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3. Add Rule Logic

You can assign logic to inputs in your template to determine if the selected input is merged into the final document. Inputs with rules assigned to them are designated with a rule icon next to the input’s name.

  1. Select an input in an open Template.
  2. Select Add Logic or navigate to the Rules tab.
  3. Choose whether your logic must match ALL or ANY given criteria.
    • All: Every rule is applied to determine if input is merged.
    • Any: If even 1 of 5 rules matches, the input is merged.5.jpeg
  4. Select a value type from the Choose Value Type dropdown.
    • Existing Input: Checks an input that has been added to the template.
    • Salesforce Field: Checks a salesforce field from an object record. Validating operator can check for value types unique to the selected field, such as date values or pre-defined picklist options.
  5. Input a value.
  6. Input an operator.
  7. Repeat for the validating side of the equation.
  8. Add as many rules as necessary by selecting + Add Rule and repeating the above steps.
  9. Save.
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