This comprehensive guide is intended for PC users and recommends utilizing dual monitors to improve efficiency when creating document templates. Carefully following each step is crucial for successfully uploading your template.
Inserting merge fields is a critical step to ensure that case-specific data is automatically populated within the document, streamlining the creation process and reducing manual input errors.
If you need guidance on merging data fields or are unable to locate the "Insert Field" option in Word, we recommend starting with the article on Activating Merge Fields in Word in Word for detailed instructions.
If you can see the "Insert Field" option, you can follow the instructions provided below.
1. Log in to CasePacer with your Admin credentials and select "Manage Templates" from the dropdown menu next to your username.
2. Click on Review Merge Fields to view the list of available merge fields.
3. After clicking on "Review Merge Fields," CasePacer will take user to this
screen.
4. Open your desired template in Word leaving CasePacer open. With both CasePacer and the Word document open, you are now ready to begin the document template setup.
5. In the Word document, position your cursor before the first field to update, such as the date (the highlighted text will be removed). Then, click the "Insert Field" button on the toolbar.
6. This screen displays the available field names. Scroll to or type "m" for "Mergefield." In the CasePacer session, type "date" in the search bar to view date options. Select "SysDate" (system date), highlight it, and press "Ctrl + C" to copy the field.
7. Return to the Word document, place your cursor in the "Field name" box, and paste "SysDate" using "Ctrl + V." Make sure there are no spaces before or after the text, then click "OK" to see "«SysDate»" in the document.
Repeat step 7 for every fiiled that needs to be automated and Save the document.
8. Upload document in CasePacer. Navigate to Manage Templates and Select +Template button.
9. Import your document, complete the document details and select Add Template
10. Activate the new document template in CasePacer. Navigate to Settings from the drop down menu then select Case Type Settings
11. CasePacer enables activation of document templates for specific or all case types. To activate the new template, click the "Edit" button for the relevant case type then go to the Documents tab.
8. Locate your template in the "Unused Documents" section and click the green "+" button to move it to "Used Documents." Repeat Step 8 for every Case Type that will use the new document
template.
