Copy From Existing Template 

The simplest way to add a new letter precedent is to copy an existing one, this will remove the need to add standard tokens like references and addresses and helps keep the format of letters consistent.  

There are two ways to do this, depending on your preference. 

1) 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. 

Go to the relevant type of template such as Client or Solicitor. 

Click the Copy from Existing button at the top. Then click on the Browse button. 

This will bring up another window for you to select the letter you want to copy. This could be a blank letter such as Letter to Client, or Letter to Solicitor. Or, it could be another document that you want to copy as some of the text is similar. 

Then either double click on the Letter you want, or highlight it and click on the Open button. 

Another window will then pop up, where you can change the name of the letter in the Template Name field. Then click on the Save button. 

This has now saved your letter in the list of all your letters for that party type area. It will have saved it at the bottom of the screen. You are able to move it up to your desired position by using the Up and Down arrows, which are located by clicking on the black arrow at the top right of that window. 

If you don't see your newly created document then click into any other section in the options menu and then return to where you were as this will cause the system to refresh

 

Now double click on your newly created letter template to open it up. It will open up in Word and will have your standard template tokens already added. 

Depending how your letters are set up you can now type, or copy and paste the new template content between the “Re Line” and “Yours faithfully/sincerely”. 

If you need to add any tokens to the letter you can select them from the template editor window. You must go to the correct dropdown locations.

The Template Editor tool contains a large amount of options. Typically 'client' information is found in the Job heading, whereas starting from the matter type heading will reveal sub-options that narrow down to things like matter specific tasks, matter information panels, or custom fields.

For more assistance on using the Template Editor tool for Redbrick Tokens, please contact your Business Consultant or search for the 'Amending a Document - Advanced Admin User Guide (and the Template Editor tool)' guide

Once your changes have been made you must click on the save and close button on the template editor window. 

Alternatively, if you open document template you want to copy area that you want to create a new letter for, as per above, you can then add your text as normal, and when finished click on the Save As button on the Template Editor. 

This will enable you to type in the letter name and then click Save. 

What this does is keep the original letter you went into to Edit, and also save the new edited letter under the new name. 

New Document Template 

This can be used for creating a totally new form.  

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 purchase, and you want to create a purchase document, just select options > purchase > document templates. 

Go to the relevant type of template such as Client or Solicitor. 

Click the New button.  

This will create a completely blank Word document to edit (or copy and paste the new form into). 

If you need to add any tokens to the letter you can select them from the Template Editor window. 

Once your changes have been made you must click on the Save and then Close button on the Template Editor window.

Again, do not close word with the cross in the top right of the word window as you would normally do as it can error and the changes you have made will be lost. 

 

If you still require assistance with creating documents please contact your Business Consultant in order to discuss what it is you need.

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