Document automation: creating a template
The Jusnote document automation feature allows you to create document templates with your Contacts and Projects data that will be pre-populated into the system.
In Jusnote, you can automate templates for the following documents: legal assistance agreements with a client (hourly or flat fee), prepaid and postpaid invoices, act or report on work performed, plan (action strategy) for a court case, calculation of legal aid costs, a log of orders and powers of attorney, and others.
When using special fields from Jusnote, information from the Project and Contact data is automatically extracted and placed in your documents, saving time on entering and checking data when manually compiling a document.
Please note that working with templates in Jusnote is available only to users with "Administrator" rights.
Access to the list of available fields
You can view the full list of available fields for automation by going to the Jusnote settings panel, then clicking Customize Templates and then Create Template.
Template creation
1. Open the document template (legal services agreement, act, etc.) that you want to automate on a computer or in a web browser editor.
Supported template file types: ".docx", ".xlsx".
File names can contain up to 250 characters (including the.docx extension). If the filename is longer, you will need to rename it before uploading it to Jusnote.
2. On the template settings page in Jusnote, click the Create template button.
3. In your document, opened on a computer or in your web browser editor, add Fields from Jusnote wherever you want this information to be automatically pulled from the system into the document when it is generated.
Each Value (text) in the document template corresponds to a Field (command) in Jusnote.
Field and value:
To quickly and accurately copy a Field from Jusnote, click the clipboard icon on the right of the corresponding line and paste it into a document opened on your computer or web browser editor.
Please note that when using a Field in a document template with errors (extra space, extra character, etc.), the final document will not be formed correctly. Please copy Fields using Jusnote’s capabilities.
You cannot use special characters like & or ^ when automating templates. When using the indicated symbols also in activity descriptions, project names, or by the client, a document according to your template can be formed or exported with errors.
4. Once you've finished working with the document template on your computer or web browser, upload it to Jusnote.
The automated template will be available in different locations in the system:
when creating an agreement from the client's profile:
when creating an invoice or act:
Please note that an invoice or act created according to your own template will be available only for download, printing, or mailing. An invoice or act preview in the preview window is currently unavailable.when creating other documents:
when creating a Strategy of actions in Matter
To add individual (custom) Fields to Jusnote, please contact us at: support@jusnote.com.