How to use Diagram Merge?

DecisionVault can fill in your PowerPoint templates with the information captured on the questionnaire and design sheet. You build a PowerPoint template with fields, upload it once, and from then on you can generate a filled-in diagram from any matter.

This video shows the whole flow, from building the template to the merged diagram:

Step 1 - Build the PowerPoint template

Define "fields" in your PowerPoint template - using the following notation:

{{field-name}}

• Field names can contain letters, numbers and the dash and underscore ("-" and "_")
• Field names (excluding the curly brackets) can be up to 40 characters long
• Field names are case sensitive:

{{client-name}} and {{Client-Name}} are seen as 2 different fields

This results in a diagram that's full of these "fields":

Step 2 - Upload the template to DecisionVault

1) Go to Settings > Integrations > Document Automation, find Diagram Merge, and turn it on.

2) Give the template a description and upload the PowerPoint file.

3) Verify that the fields got loaded in:

The Edit template screen lists the fields that were found in the PowerPoint file:

Step 3 - Map information from the matter

Open the matter, click the Integrations dropdown on the Matter Details screen, and choose DecisionVault Diagram Merge:

Pull the fields for the template, then map these fields to information present on the matter:

The first time you go through this you will need to make lots of selections. DecisionVault remembers your choices and pre-fills these dropdowns on the next matter.

For each field you first pick the type of info, then the exact value to merge. The Type of info dropdown offers:

• None (clear mapping): removes the mapping for that field.
• Matter Info: details of the matter itself.
• Specific Person: one specific person from the matter.
• Contact: information from one of the matter's contacts.
• Role: the contact assigned to a role on the matter, for example the agent's name or address.
• Question/Answer: the client's answer to a question on the questionnaire.

Finally, process the template. DecisionVault merges the information into a PowerPoint file, which you can then customize further directly in PowerPoint:

Frequently Asked Questions

What can I map a field to?

Matter Info, a Specific Person, a Contact, a Role, or a Question and Answer from the questionnaire. Choose None (clear mapping) to remove a mapping from a field.

Do I have to map everything again on the next matter?

No. DecisionVault remembers your choices and pre-fills the dropdowns on the next matter.

Can I edit the merged file afterwards?

Yes. The result is a normal PowerPoint file that you can customize further directly in PowerPoint.