Tag: Document

Document templates are an important feature of any Legal Document Management system.  OnPoint Legal provides document template capabilities through a Document Library and its Microsoft Word add-in.

Software pre-requisites:

1. Microsoft Word 2010 or Greater
2. OnPoint Word Add-In from your OnPoint Home Page

Typical Document Creation Flow:

1. Create a New Word Document with your letterhead.
2. Create your content template and save to your “Document Templates” library.
3. Merge your letterhead and content into a single new document.
4. Fill placeholders with data stored in SharePoint.
5. Modify remaining portion of document.
6. Save to SharePoint.