Document merge
Create documents from your firm's Word templates with case data, from a case or in Word with the CaseWizard add-in.
CaseWizard fills your firm's Word templates with case data in two ways: from a case's Document Merge tab, which creates a new document in the case's folder, and in Microsoft Word with the CaseWizard add-in.
Merge a template from a case
The Document Merge tab appears on a case when your firm stores documents in SharePoint or Egnyte and your role can view documents. It lists the templates in your firm's template folder, which an administrator chooses in Settings.
Open the case and select the Document Merge tab.
Browse to the template you need. Only .docx templates can be merged.
Select Merge next to the template. CaseWizard first checks which of the template's merge fields have data for this case.
If every field has data, CaseWizard creates the document in the case's folder and opens it in a new tab.
When some fields have no data, a Missing merge data dialog lists them as tokens in triple angle brackets. Select Cancel to stop and add the missing information to the case or its contacts first, or Continue anyway to create the document with those tokens left in the file.
If your browser blocks the new tab, CaseWizard still creates the document and asks you to allow pop-ups to open it. The Merge button appears only when your role can create documents.
If the tab says no template folder is configured, ask a firm administrator to set one in Settings. If the tab or a template is missing, ask an administrator to check the document storage settings and your permissions.
Use the Word add-in
Open the CaseWizard Word add-in from Microsoft Word, then connect it to the case you are working on. The add-in provides a merge catalog and data for the selected case.
Find unfilled tokens
The add-in highlights unfilled tokens so you can find missing case information before you finish the document. Review each highlighted token and complete it when the required information is available.
Stamp a completed document
After you complete the document, use the add-in to stamp it with the relevant case information. Review the stamped document before saving or sharing it.