Automation fields are snippets of information in a Precedent that are populated with details directly from a matter. This reduces errors from manually entering data, whilst saving time generating documents.
In order to add an automation field, you must create a Precedent first.
- In your new Precedent in Word, navigate to the Precedent Creation/Modification panel on the right-hand side.
- Select the Show Fields button.
- Click on the area in the document where you wish to add an Automation Field.
- From the right-hand panel, navigate to and select the Field you wish to enter.
- Double-click to insert the Automation Field in the document.
- The Automation Field will be inserted into the document and look similar to the example below:
- From the right-hand panel, select the Show Values button.
The field should now show data for that field extracted from the matter.
Good to Know
- You can format an Automation Field when it is a Text, Number or Date.
- You can add an Intake Form as an automation field. This gives peace of mind that the right Intake Form link is displayed in the Precedent.
Video guide
Prefer to watch a video? Our Basic Precedent Automation video will help you get started with automation fields: