How to create document templates?

In Infino Legal, you can create document templates on your own. To do this, you need to install the Infino plugin. 

The plugin is an add-on to MS Word that automates the creation of documents required in the daily work of a law firm. 

By linking specific fields in the text with the system, the plugin inserts data from Infino into the generated document. This allows for efficient generation of documents in a fast and repeatable manner. 

The plugin enables the creation of templates using custom fields added to different case types in the system. 

Technical Requirements: Word program version 2016 or later. 

Install the Infino Plugin 

To install the Infino plugin: 

1. Open any document in Word. 
2. Go to the Insert tab. 
3. Click on “Get Add-ins” under “Add-ins”. 
4. The Microsoft Store will appear. Type “Infino” in the search bar. 
5. Among the search results, you will find the Solvbot plugin. Click “Add”. 
6. Accept the licensing terms and click “Continue”. 
7. The plugin will appear in the top right corner of the Word document. 

Activate the Plugin 

After installing the plugin, you need to activate it. Clicking on the Infino logo icon will display the plugin toolbar on the right side of the Word file. 

Go to the Settings tab, then enter the unique activation code for each law firm. You can find this code in the system: 

1. In the main menu, click on My account and select Security. 
2. Then copy the “Word Plugin Key” and paste it into the appropriate place in the plugin. 

Activating the plugin allows you to create document templates with custom fields added to different case types. 

To begin, you need to add your custom field in Infino to a specific case type. To do this, go to the main menu, click on Proceedings -> Proceeding types, and click “Add a new proceeding type”. 

Learn more about adding custom fields in Infino from the instruction: Adding New Fields. 

After adding the fields in Infino Legal, they will automatically appear in the plugin, and you can use them to create a document template. 

Add automatic fields to the document 

The list of fields in the plugin corresponds to the data we fill in Solvbot on the case card and in places where we create custom fields (on the case card, contact, and related contact). The fields in the plugin are automatically populated based on the data entered in the system. 

Create a document template 

1. Open the document/letter file you want to automate. 
2. Click the Infino plugin. A plugin toolbar will appear on the right side of the document, grouped into categories (such as “Fields related to the proceeding” and “Recipient fields”) and subcategories (“Advisor”, “Advisor’s office”, “Entity”, “Case”, “Main Office”, “Court”, “Metadata”, “Recipient”). 
3. Select the fields in the document that you want to replace with automatic fields. 
4. Replace the selected fields one by one using the plugin. Remember to set the appropriate type and subject of the template in the Template configuration. By default, only fields that are applicable to all case types are displayed. 
5. To insert the current date, go to the field with the date and location in the text. Click on “Metadata” in the plugin and select “Current Date (In Words)”. Then remove the date and adjust the format of the inserted field to match the formatting of the rest of the text. 
6. To insert fields such as the recipient, go to the “Recipient fields” and insert the fields from the plugin in the appropriate places: “Legal name/Name and Surname”, “Street”, “Building and premises number”, “Poste code”, “City”. Then remove the replaced data and adjust the format of the inserted fields to match the formatting of the rest of the text. 
7. Note that there are three types of addresses for address data: registered address, correspondence address, and shipping address. It is best to use the shipping address, which will automatically substitute the registered address or correspondence address based on the address data of the contact. 
8. After entering all the automatic fields, save the document on your computer. 

The template created in this way should be added to the template repository, and you can generate a document with automatically filled-in data. 

Add a template to the system 

To add a template to the system: 

1. Go to the Templates tab -> Add template. 
2. Enter the template name and select the Word file from your computer. 
3. Click “Save”. 

Additional tips 

To prepare a document template: 

1. Open the document/letter file you want to automate. 
2. Enable the “Show or hide “ option to display paragraph markers and other formatting symbols (optional). 
3. Create indentations and margins in the appropriate places of the file using the “Paragraphs” option, e.g., when entering recipient data. 
4. Enter indentation and alignment values for specific places in the file, and click “Save”. Repeat this process for other places in the file. 

The functionality of creating automatic templates allows for quick preparation of completed documents and postal prints. Additionally, you can be sure that the data contained in them is accurate, and the document is visually customized to your needs. 

Discover how easily you can customize your own templates to save time on document preparation!