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
- Open your word processor.
- Draft your template. Add all static content that must display in the document.
- Input Merge Tags to replace variable data (client name, date, etc).
- Save.
- Open Litify.
- Upload using the Add/Replace Template File steps.
Download Template File
- Navigate to the App Launcher > Template Builder.
- Select Edit Template.
- Select Download Template File.
- Select a file.
- Save.
Add/Replace Template File
- Navigate to the App Launcher > Template Builder.
- Select New Template.
- Select Add Template File (or Replace Template File).
- Select a file.
- Save.