Create a new template based on an existing Document Template

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Overview

This section explains how to create a new Document Template from an existing one.

Create a new Document Template based on an existing Document Template

Creating a new Document Template based on an existing one is used to duplicate the special operations performed by an existing Document Template.

1.    Determine the base Template

From within the General > Assets and Secured Claims category of the Manage Document Templates screen, right-click on the CVL0450 - Solicitors - Advice on security document in the document template list and select New template based on … .

File:test/insolvency/210_19+System+Administration/060_Create+a+new+template+based+on+an+existing+Precedent+Template/NewTemplate1.png

A dialogue box appears “Please provide a name for the new template”.

2.    Enter the Name for the New Template

In this instance, I will give the new template a similar name to the original template, e.g., Solicitors - advice on security (new).  Click [OK].

File:test/insolvency/210_19+System+Administration/060_Create+a+new+template+based+on+an+existing+Precedent+Template/NewTemplate2.png

The new template should appear in the list (at the bottom).

File:test/insolvency/210_19+System+Administration/060_Create+a+new+template+based+on+an+existing+Precedent+Template/NewTemplate3.png

3.    Open the new template by double clicking on it.

The new template will open in MS Word.  Switch to MS Word if necessary.

File:test/insolvency/210_19+System+Administration/060_Create+a+new+template+based+on+an+existing+Precedent+Template/NewTemplate4.png

4.    Type text into the Template.

In this instance, I will change the document reference at the top of the document to indicate the location in the practice’s filing structure (Sols\Advice).

File:test/insolvency/210_19+System+Administration/060_Create+a+new+template+based+on+an+existing+Precedent+Template/NewTemplate5.png

Additionally, this will help to identify the output document.  Save and exit Word to return to the system.

5.    Review the Document Templates available in the Job toolbar.

Once the new template is added, it is available from the Job toolbar.   Exit from the Manage Document Templates screen.

From the Job toolbar select Circulars and Mailing > General > Assets and Secured Claims > Solicitors – advice on security (new).

The Document Production Wizard will start.

File:test/insolvency/210_19+System+Administration/060_Create+a+new+template+based+on+an+existing+Precedent+Template/NewTemplate6.png

6.    Create the merge document

Without reviewing the merge information in the wizard, click [Next] twice.  The following screen is shown.

File:test/insolvency/210_19+System+Administration/060_Create+a+new+template+based+on+an+existing+Precedent+Template/NewTemplate7.png

7.    At this point, click [Preview] to review the document in Word.

File:test/insolvency/210_19+System+Administration/060_Create+a+new+template+based+on+an+existing+Precedent+Template/NewTemplate8.png

8.    Switch to Word to review the Merge Document.

You will notice that replace fields have been updated in the output document with the Job information and the title appears at the top of the output document.

Note

Not all replace codes and merge fields may have been populated.  In this case, we are only looking at a test merge of a Document Template.  To fully merge the document, the fields in the Document Production Wizard should all be completed.  We will see how to set these fields later in this module.

9.    Close Word to return to CCH Insolvency.  Click [Cancel] to leave the wizard.

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