Amending a Document – Basic Admin User Guide

If a document template already exists you can easily make formatting changes to it. You can amend the content or text, layout, formatting, bold, etc.

You must have Administrator permissions to access the options detailed in the below guide

Go to Options > Matter Types and select the relevant one such as Purchase, Sale, etc. Then click on the + sign to expand and then select Templates.

Or, if you are currently in a case for, say, a purchase, and you want to amend a purchase document then you can use the shortcut selection which is to select Options > Purchase > Document Templates. This shortcut area will always show the type of matter you are currently in, so if you are in a sale it will instead read Options > Sale > Document Templates.

Document Templates are sorted into Matter Types and then by who they are sent to. So, a letter to the other side solicitor on a purchase matter should be stored in Matter Types > Purchase > Templates > Solicitor

Go into this area and select the relevant template that you wish to amend. Then either double click to open it or highlight the document and click on the edit button in the top menu bar. This will then open the template in Word.

From here you can amend the text, copy, paste, or do any of the things you normally do in a Word document. 

Once you have made your changes click on the save and close button on the Template Editor window. 

Do not close Word with the cross in the top right of the Word window as you may normally do as this can cause an error and the changes you have made may be lost.

Once you click 'Save' your changes will be saved, and you may click 'Close' to closed down the template.

You can also amend the document name if required. To do this go and find the template you need to change the name of, highlight it, and then click on the Rename button.

 

Overtype the name in the Rename Document window that pops up, then click Save.

Documents can be deleted in the same way by highlighting the document desired and clicking on the Delete button. However, please note you need to be sure before deleting a document that it is not being used as a trigger on a task as if it is then ticking that task will no longer generate the document and may produce an error.

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