Home
Workflow Automation
Sysero Workflow Automation
Document Production
KYC/AML Workflow
Knowledge Management
Risk and Compliance Workflow
Client Workflow Portals
Features
Designers, managers, builders & editors
Visual Workflow Builder
Hybrid Workflows
Digital Forms Designer
Databases and Libraries
E-Signing
Encryption and Security
Office Integration
Resources
Legal Resource Hub
Portal Demo
Blog
Case Studies
Press Releases
White papers
Knowledge Base
iManage Utilities
Contact Us
Log in
Automate Document Templates
Back
General
Title
*
Automate Document Templates
Header Image
Detail
Document Automation
Providing automated versions of frequently used contracts, documents and emails increases productivity and quality. Manging the process of automation, providing the ability to re-use previous documents and versioning templates to prevent users accessing expired content requires a systematic approach.
Template Builder
Template Builder is a Microsoft Word extension that provides full automation features without any programming required. Authors just need to open a Word document and add:
Fields
Fields can be text, numbers, dates, calculations or choices. They are grouped under sections.
Choice dependent text
A document can include text for multiple scenarios. Text can be linked to choice fields so that it only appears when a choice is made.
Repeaters
Sometimes you need to capture lists of information for lists or tables.
Summary
Create and manage automated templates to dramatically improve drafting time on simple and complex transactions
More Information
2
Resource Type
Programme
Publish Date
Oct 2016
Created Date
05/10/2016
Privacy Policy
Cookies help us to improve your user experience. By using this site you consent to cookies being stored on your device.
Read more...
Accept
Back to Top
View or hide all system messages
Acknowledge and dismiss