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.
Video guide
Prefer to watch a video? Our Basic Precedent Automation video will help you get started with automation fields: