This article describes how to create Document Templates within Insight
Saving Documents to Templates Folder
Before creating document templates, the document path in settings must be set up. This can either be a local drive or a server. Alternatively, Insight can set up an Azure File Share for you to host your documents in the cloud.
- Open a Windows Explorer or My Computer
- Select the Insightdocuments file path
Within the Insight folder, you will see several sub-folders. The Templates folder is where all your document templates need to be stored.
- Double-click on the Templates folder to open it
There are three sub-folders called Bill, Completion Statement and Matter. The Bill folder is for Bill Templates only. The Completion Statement folder is for Completion Statement Templates only. The Matter Folder is for all word documents.
- Double-click on the Matter folder to open it
- Save the document that you want to make into a template in that folder
This can be done by dragging and dropping the document into this folder or using Save As when saving a document.
**All documents need to be Microsoft Word 2007 or later and saved as type .docx**
Importing Existing Template
- Select System and then Documents from within the Template Definitions group
- Click the Existing button at the top of the screen.
- A window will appear titled Import Existing Templates, and a list of all the templates that you have copied into the Insight folder will appear
- Click the Import button by the side of the template that you wish to work on
- Once the document has been imported, a message will appear at the side saying Successfully Imported
Making the templates available on Matters
- From the list of document names on the left of the Document Templates screen, click once on the document you want to work on. This will highlight the document
- In the Filters section in the middle of your screen, you will see a list of all your Departments
- Tick the box next to each department that is relevant for this document template
- If the document is used for all types of matter, tick the Matter box, and this will mean the document will appear for every matter on the system
If you do not tick any boxes in the Filters section, your template will not be visible when working on your matters, so you should make sure that at least one Department is ticked here.
- Click the Save button in the top left corner of the screen
Choosing fields for the template
- On the Document Templates screen, you will see a Fields section on the right-hand side
- Items on the list with arrows are groups of fields and may be expanded
- Select the fields you wish to add to your document
- Click the Save button in the top left corner of the screen
Adding fields to the template
- Click once on the document name to highlight it
- Then click Edit in Word on the toolbar
- Insight will open Microsoft Word
- Follow on screen prompts and Enable Editing
- Once the document has opened, you can insert the merge fields
- Place your cursor in the document where you would like the field to appear
- Click the Mailings menu at the top of your Word document
- On the Mailings menu, you will see an option called Insert Merge Field
- Click the arrow at the bottom of the button, and a list of all the fields you selected within Insight will appear
- Click on the field you wish to insert, and the field will then appear in the document
- Once you have finished creating your template and the fields are all inserted, you should save the document and close Word. Click Save again within Insight
**Chevrons can identify merge fields at each end of the field. If you move the fields around in the document, you must ensure that the brackets are not lost. Without the brackets, the fields will not work. **
- The document will now be available to produce in your selected Matter Type