Advanced Document Creation/Editing

Smart Documents update claims, trigger docs, or alter diary codes. Get tools to create, edit, and manage your templates and forms.

Documents are a core part of your office workflow, automation, and everyday procedures. Documents are more than just the template pleadings and letters. Collection-Master Smart Documents can update claims, trigger other documents, or alter diary codes to get your workflow and upcoming tasks on the right track. Taking advantage of some of WordPerfect’s built-in features, you can also make your documents easier to edit in the future and use conditional statements to populate document elements only as needed. This package is intended for someone who is brand new to creating complex documents. We'll give them the tools to create, edit, and clean up templates/documents to better manage changes to your firm’s library of templates and forms.

Setting up a document template from scratch:
• How to set up a document from a court that is presented as a pre-made PDF.
• How to use Textboxes to control where data resides on a template.

Building basic formulas and how to set up FNScripts:
• How to set up debugs
• How to use Smart Document Templates
• How to set up Default.prc

How to edit a document for formatting codes:
• How to use Reveal Codes
• How to clean excess of formatting codes

Creating, editing, and maintaining documents is an important part of your practice. Many firms can fall into the trap of over reliance on a single employee without making sure that knowledge is shared by another person in the firm. When updating documents, poor practices can also clutter templates with excess formatting codes that can break large sets of merges. Knowing how to keep your templates clean and concise – and documenting how all information is organized – will make your firm efficient and able to react to change in a timely manner. Session can be recorded for you to keep.