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