To create a new document template, click > ‘Settings’.

InTouch Settings button

Click > ‘Document Templates’.

InTouch document templates button

Click > ’+ Document’.

InTouch add document template

Input the ‘Name’ of the new document template.

Please note: If you were to give the document template the same name as an existing one on the system, a box will appear in the right-hand screen asking you to give the document template an alternative name.

From the first drop-down menu, select a specific matter template to be associated with the document (if necessary).

From the second, select a document that will follow the new document (if necessary).

When the document template is complete, click > ‘Confirm’.

InTouch add document template

Now that the document template has been created, you can attach the relevant document to it from your computer. To do this, click on the ‘Upload’ button of the relevant template. Select the file from your computer and click ‘Open’.

InTouch add document template