InTouch's document template functionality simplifies the process of generating and sending documents to clients and stakeholders. This help article teach you how to create a new document template and explain the differences between uploading a Word document or PDF to the template.

In This Article:

  • Creating a New Document Template
  • Uploading a Word Document to the Document Template
  • Uploading a PDF to the Document Template

Creating a New Document Template

To create a new document template, follow the simple steps below:

  • Being by clicking on the 'Settings' tab. 

InTouch Settings button

  • Click on the 'Document Templates' button.

InTouch document templates button

  • Click on the '+ Document' button, as pictured below. 

InTouch add document template

As shown in the image below, a new screen will now open in which you can provide details about the new 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

Uploading a Word Document to the Document Template

Now that the document template has been created, a Word document from your computer can be attached. There are two advantages to using a Word Document:

  • Once generated, adjustments can be made to the new document. 
  • Word documents are open to the data binding process (any data marker within the document template will import relevant data from the matter. More information on this process can be found in Data Markers.)

To upload a Word Document, follow these simple steps:

  • As pictured below, click on the 'Upload' button of the new document template. 
  • Select the Word Document from your computer and click 'Open'. 

Uploading a PDF to the Document Template

It is also possible to upload a PDF to the newly created document template. 

However, as PDFs are not editable, it is not possible to input data markers into the files. This means that the data binding process available when using Word documents will be skipped.

Although, an example of when PDF files can be particularly beneficial is sending adverts that do not require data markers out to a stakeholder.

To upload a PDF, follow these simple steps:

  • As pictured below, click on the 'Upload' button of the new document template. 
  • Select the PDF from your computer and click 'Open'. 



Common Questions

Are any other file formats supported by document templates?

No. At the current time, only Word documents and PDFs are supported by document templates.