This article will explore Template Parts within Insight Legal.

The Template Parts feature allows sections of a Word document or email to be set up and used across multiple templates.

For example, a header can be set up as a template part and inserted into other regular templates. If the header needs to be changed at a later stage, the template part can be updated instead of having to update every single template.
Template Parts can be used for Matter, Bill, or Completion Statement Templates.

1. Matter Documents 

• Once you have created and selected the Matter Template you wish to use for the Template Part, you will see a Template Part tickbox above the Filter section.

• Ticking this box tells Insight that this template is only to be used as a template part, meaning it cannot be produced by itself. It can only be made as part of another template.

• You can still choose merge fields to include in the template part as normal. The only merge fields that will not be available are those for other template parts, as you cannot have a template part within another template part.

• Once you have selected the merge fields you wish to use in the Template Part, you can edit the document in Word by using the Edit in Word button.

• You can choose to use separate Template Part documents for Headers, Footers, or the main body of the letter, or you can have them all together in one Template Part as shown below:

• If you are using images in your Template Part document you will need to check the position settings of the image to ensure it does not change when pulled though into a document.

• To do this, select the image and choosing the Absolute Position option in the layout settings.

• Once you have completed all editing of your Template Parts document, click Save.

• To use the Template Parts template within your matter templates you need to select the relevant template and then go the Fields section.

• There will be a section called Template Part and within that there will be a merge field available for every Template Part that you have created.

• Once you have ticked the merge field you will need to then open the document by clicking on Edit in Word so the field can then be inserted into the document.

• At this point you need to consider where the merge field is placed within the document.

• If you insert the merge field within the header section then only the header section of the Template part will appear in that section.

• You will need to then add the merge field in the body of the letter and the footer section to then allow those Template Part sections to pull through.

• Below is an example of a template that has been set up to pull through template parts into its header, body and footer:

• To produce a document that contains Template Parts go to Document Production on the Case Enquiry Screen.

• Choose the Document you wish to produce and open it. The document will then pull through all Templates Parts that have been inserted into the Document Template.

2. Bill Templates

• Setting up a Bill Template Part is similar to the Matter Template Part. There will be a Template part tickbox above the Filter section and then you can choose which of the merge fields you wish to use in your Template Part document.

• You can then edit the Template Part in Word and ensure that any images or logos inserted are set to Absolute position on the Layout screen.

• Once the Template Part is set up you can then insert it into the Bill Templates. A merge field will be available for each Template Part set up in the Template Part section.

• As with Matter Templates the Template Part merge field must be inserted into the relevant part of the document.

• Merge field in Header section to pull through the Header detail, merge filed in Footer section to pull through the Footer details.

• To produce a Bill document with a Template Part you can produce this in the normal way when posting a Bill or right clicking on the Bill in the Bills Tab and selecting Create Document.

3. Completion Statements

• Setting up Template Parts for Completion Statements is similar to setting up Matter and Bill template parts.

• Once you have created your Template Part document you can tick the Template Part tickbox. As well as hiding the Filter section, this will also hide the Completion Statement section, where you can add lines for Payments Received and Payments Out.

• This is because these details will all be set up and pulled through from the main template instead.

• Once the Template Parts Template is set you can then insert it into your Completion Statement Templates by selecting it from the Fields list under Templates Part.

• You can choose all other merge fields as normal and edit the document in Word to then insert the Template Parts merge field in the sections it is required.

• Once you have set up and saved the Completion Statement Template you can then produce it in the usual way from the Case Enquiry screen.

4. Emails

• You can also set up a Template Part template for emails. These are different from the Word-based templates as they do not involve Headers and Footers.

• The Template Part tickbox is located above the Filter section as with the Document Templates.

• Once the email Template Part has been saved you can then insert the merge field relating to it into the main body of other email templates.

• Once the email template containing the Template Part merge filed has been saved it can then be produced in the Document Production tab of the Case Enquiry Screen.