Document - From Template

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To create a new Microsoft Word Document, there are two places that this can be done, through the Documents Register or through the matter itself.

See the links here for additional help on templates:

Document Template - Register

List of Forms and Document templates available for use in Wise Owl Legal Documents Templates Available

To Create a New Document

From the Document Register, select New from Template to open up the Document Creation page.

Open

On this page, there is a number of fields offered for ease of use but only a few are listed as mandatory Required Fields.

Required Fields

• Matter

• Template you wish to use

You can select the matter by typing part of the name and/or arrowing down.

You can select the template by typing part of the name and/or arrowing down.

Open

All the rest of the fields are filled in by choice but can add value to the organisation by making the document easier to find at a later stage.

* These fields have a pin next to them so that the first document created for the day will set the ‘pinned’ value for the rest of the day. This is saved per user per day and can be reset by using the button at the bottom of the creation page.

Document Fields

Document Name: this will auto-name itself if left blank

Contact(s): For ADDITIONAL contacts to be attached to this document.  This can be filled out if you wish to include details for a contact that is not the primary client on the matter

Create: This gives you the option to create one document per template or per contact

* Document Type: What type of document it is e.g. Letter, file note etc

* Communication: How this document was sent out or will be sent out

* Class:   This is a customisable list that can be customised specifically for your firm

Originator: This will default to this firm but can be set to others as required

Keywords: Allows the document to be searched easier

Creator: This will default to the logged in user and cannot be changed

Discoverable: Ability to be provided to third parties e.g. Other Side

Creator: This will default to the logged in user and cannot be changed

Discoverable: Ability to be seen by third parties e.g. Other Side

Creating a Document from the Matter Screen

Open the Matter in the Matter Module and go down to the Documents bar.

This shows a brief summary of the recent Documents for that matter. You can do a quick search through the matter as detailed in Finding Documents below.

To Create a New Document, use the button indicated below.

This will take you to the Creation screen with the matter auto filled. From here, you will need to fill out the fields as you require and as detailed above under Document Register instructions.

Documents for Contacts on a Matter

There is also the option to create documents for clients and contacts on a matter singularly or in bulk. To do this, go to the Matter and open the Clients and Contacts tab.

This will give you a list of all clients and contacts listed on the matter and multiple options to create documents for all or specific contacts or clients.

You can also select the Page Icon at the end of each contact to create a singular document for that particular contact.

Once you have selected an option for creation, a dialogue box will pop up to confirm your selection with your choice of contacts all ticked. You can untick or tick more as required before selecting Create Document for Selected Contacts.

You will then be taken to the Creation page from above. The matter and contact details (for each contact chosen) will be filled out and you will need to set the Template, Document name and other details as you require.
Should you wish to cancel this, you have the option to go back to the Document Register or back to the matter you are working on.