Template Files are the foundation where static text and variable content (injected by merge tags) co-exist. Template files are created using a word processor, like Microsoft Word.

Create Template File

  1. Open your word processor.
  2. Draft your template. Add all static content that must display in the document.
  3. Input Merge Tags to replace variable data (client name, date, etc).
  4. Save.
  5. Open Litify.
  6. Upload using the Add/Replace Template File steps.

Download Template File

  1. Navigate to the App Launcher > Template Builder.
  2. Select Edit Template.
  3. Select Download Template File.
  4. Select a file.
  5. Save.

Add/Replace Template File

  1. Navigate to the App Launcher > Template Builder.
  2. Select New Template.
  3. Select Add Template File (or Replace Template File).
  4. Select a file.
  5. Save.
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