Docrio Document Generation Admin Guide

The Template Builder is a document generation tool that supports Docrio. While Docrio helps you upload, view, and manage all of your case documents, Template Builder helps you create document templates and packets used across your case workflow.

With Docrio Document Generation, you can:

  • Create merge templates (one template = one document)
  • Create merge packets that let users merge one or more templates together

Required Permissions

  • Users must have the Docrio  End User Permission Set assigned to view files.
  • Users must have the Docrio Template Builder Permission Set assigned to create templates.
  • Users must have File Actions assigned to their Salesforce Profile in order to interact with files.

Basic Navigation

Navigate to App Launcher > Template Builder.

Document Generation Components

The following subsections define the terms, objects, and fields used to configure Document Generation features.

Glossary

This section outlines the terms used in document generation for Litify.

  • Merge Tags: Codes (as a text string) placed into templates to map mergeable data. These are global codes used across all templates.
  • Input: An individual piece of data merged into a document. Inputs can be merged automatically via Merge Tags or entered manually by a user in the Litify UI.
  • Template: A document that contains user-input data and data merged using Merge Tags. One template can belong to multiple packets.
  • Packet: A collection of templates that are generated together.

Relationships:

  • Many Inputs & Merge Tags > one Template
  • Many Templates > one Packet

Starting Object

Every packet is built using a collection of templates that have one common starting object. Starting objects enable access to fields and related lists for that particular object’s records, such as a matter. (Fields like: Incident Date, Court Address, and Party Name.) Once a starting object is selected, its inputs become available for that template to use with Merge Tags and manual entry in the Litify UI. All templates in a packet must have the same starting object.

Build a Template

1. Add Template Details

  1. Navigate to the App Launcher > Template Builder.
  2. Navigate to Template > New Template.docrio1.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.

docrio2.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.docrio3.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.

docrio4.jpeg

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.docrio5.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.

Merge Tags

View Merge Tags

  1. Select a Template.
  2. Navigate to the Merge Tags tab.
  3. View or Copy the Merge Tags.
  4. Use in your Template or Merged File Name.

Download Merge Tags

  1. Select a Template.
  2. Navigate to the Merge Tags tab.
  3. Select Download Merge Tags.
  4. Use in your Template or Merged File Name.

Use Merge Tags in Litify

  1. Select a Template
  2. Edit the Merged File Name and add Merge Tags.
  3. Save.

Use Merge Tags in a Template

  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.

Edit a Template

  1. Navigate to App Launcher > Template Builder.
  2. On the Template tab, select Edit Template
  3. Search for an existing template by its starting object, name, or number.docrio6.jpeg
  4. Select the template you want to edit.
  5. Select Next. The template builder populates with your selected template.

Template Files

Create Template File

Template files are created using a word processor, like Microsoft Word.

  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.

Formatting Options

The following formatting options are found in the Input tab of a template that is being created or edited. There three main formatting options:

  • Date/Time: Available to all inputs with the date data types support multiple timestamp formats. Also supports Language options (English or Spanish).
  • Barcodes: Available to all inputs with integer and string data types.
  • Multipicklist Values: Available to inputs with a multipicklist data type.

Select DateTime Format

Set Date Format

The following table lists all possible date formats. The default is MM/dd/yyyy.

Datetime Format Nomenclature Example: January 2, 2020 at 12:34 AM
MM/dd/yyyy 01/02/2020
MM/dd/yy 01/02/20
M/d/yyyy 1/2/2020
M/d/yy 1/2/20
MM-dd-yyyy 01-02-2020
MM-dd-yy 01-02-20
M-d-yyyy 1-2-2020
M-d-yy 1-2-20
dd/MM/yyyy 02/01/2020
dd/MM/yy 02/01/20
d/M/yyyy 2/1/2020
d/M/yy 2/1/20
dd-MM-yyyy 02-01-2020
dd-MM-yy 02-01-20
d-M-yyyy 2-1-2020
d-M-yy 2-1-20
MMMM dd, yyyy January 02, 2020
MMMM d, yyyy January 2, 2020
EEEE, MMMM dd, YYYY Thursday, January 02, 2020
EEEE, MMMM d, YYYY Thursday, January 2, 2020
E, MMM dd, YYYY Thu, Jan 02, 2020
E, MMM d, YYYY Thu, Jan 2, 2020
Set DateTime Format
Datetime Format Nomenclature Example: Thursday, January 2, 2020 at 12:34:03 AM
MM/dd/yyyy hh:mm a 01/02/2020 12:34 AM
MM/dd/yyyy hh:mm:ss a 01/02/2020 12:34:03 AM
M/d/yyyy hh:mm a 1/2/2020 12:34 AM
M/d/yyyy hh:mm:ss a 1/2/2020 12:34:03 AM
MM-dd-yyyy hh:mm a 01-02-2020 12:34 AM
MM-dd-yyyy hh:mm:ss a 01-02-2020 12:34:03 AM
M-d-yyyy hh:mm a 1-2-2020 12:34 AM
M-d-yyyy hh:mm:ss a 1-2-2020 12:34:03 AM
dd/MM/yyyy hh:mm a 02/01/2020 12:34 AM
dd/MM/yyyy hh:mm:ss a 02/01/2020 12:34:03 AM
d/M/yyyy hh:mm a 2/1/2020 12:34 AM
d/M/yyyy hh:mm:ss a 2/1/2020 12:34:03 AM
dd-MM-yyyy hh:mm a 02-01-2020 12:34 AM
dd-MM-yyyy hh:mm:ss a 02-01-2020 12:34:03 AM
d-M-yyyy hh:mm a 2-1-2020 12:34 AM
d-M-yyyy hh:mm:ss a 2-1-2020 12:34:03 AM
MMMM dd, yyyy, hh:mm a January 02, 2020, 12:34 AM
MMMM d, yyyy, hh:mm a January 2, 2020, 12:34 AM
EEEE, MMMM dd, YYYY, hh:mm a Thursday, January 02, 2020, 12:34 AM
EEEE, MMMM d, YYYY, hh:mm a Thursday, January 2, 2020, 12:34 AM
EEE, MMM dd, YYYY, hh:mm a Thu, Jan 02, 2020, 12:34 AM
EEE, MMM d, YYYY, hh:mm a Thu, Jan 2, 2020, 12:34 AM

Set Time Format

Time Format Nomenclature Example: Thursday, January 2, 2020 at 12:34:03 AM
h:mm a 12:34 AM
hh:mm a 12:34 AM
hh:mm:ss a 12:34:03 AM
H:mm 0:34
HH:mm 00:34
HH:mm:ss 00:34:03

Set Barcode Format

Inputs added to your template that use String or Integer data types have the option to be rendered and merged as bar codes, using the PDF417 format.

Text-Wrapped Barcodes

To wrap text around a barcode in your document, simply add a single-cell table in your template that contains the barcode merge tag. You can then highlight the table and use Word’s text-wrap feature to enclose it with content.

Set Other Formatting Options

Multipicklist Values Format

Choose how selected values are generated in the document.

  • Comma-seperated values
  • Linebreak-sperated values

Packets

A packet is a collection of document templates that can be pre-built and used for specific case types. Packets are accessible by end users from the Documents tab on a matter.

Build a Packet

  1. Navigate to App Launcher > Packet Builder.
  2. Select New Packet.
  3. Provide values for the following fields:
    1. Packet Name: Referenced when selecting packets to merge for a matter.
    2. Packet Code: Can be used to build a code system in your firm.
    3. Starting Object: All templates in a packet must use the same starting object. You cannot change the starting object after initial creation.
  4. Select Add Templates. A modal with a list of templates matching the same starting object appears.
  5. Select all document templates that apply.
  6. Set the order for each template in the right panel.
  7. Save.

Edit a Packet

You can add, remove, and re-order templates within a packet; you cannot change the starting object of a packet.

  1. Navigate to App Launcher > Packet Builder.
  2. Select Edit Packet.
  3. Choose a packet and select Edit Packet.
  4. You can update the following fields:
    • Packet Name
    • Packet Code
  5. Select Add Template(s) to add another template. This must be a word document.
  6. Re-order the templates in that display in the right panel if necessary.
  7. Save.
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