How to use Document Merge?

DecisionVault is able to fill in your MS Word templates with information captured on the questionnaire and design sheet.

How does it work?

See how this works:

Download our Sample Microsoft Word Document from the video.

How to set this up?

First - build up a MS Word document to use as the template

Define "placeholders" in your Word document - using the following notation:

{{placeholder-name}}

This is normal text - don't use Microsoft Word "fields" functionality
Placeholder names can contain letters, numbers and the dash and underscore ("-" and "_")
Placeholder names (excluding the curly brackets) can be up to 40 characters long
Placeholder names are case sensitive:

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

This results in a document that's full of these "placeholders":

Step 2 - Upload to DecisionVault Document Merge Settings

1) Find Documnet Merge under "settings" - "integrations" - "document automation" and turn it on

2) Put in a description of the Microsoft Word Template and upload the file

3) Verify that the fields got loaded in:

The "edit template" screen will list the placeholder/fields that were found in the Word document:

Step 3 - Map information from Matter

Open a matter, then from the integration dropdown find "DecisionVault Document 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 - to follow DecisionVault will remember your choices and pre-fill these dropdowns on the next matter.

Finally - process the template and DecisionVault will merge the information into your Microsoft Word file. To follow you can customize this file like any normal Word document.