Making Your First Template

Template management is permissions-based. Only users with the Document Template Upload Center Page Access can manage templates.

Templates help save time by eliminating the need to copy and paste case-related demographics such as Client's Name, Today's Date, or Date-of-Injury. Templates can be created for letters as simple as Welcome Letters to more complex case captions. Templates only need to be uploaded once and will be able to be generated from the relevant tab in your case file.

CASEpeer provides an extensive list of Keywords that can be plugged into documents to pull relevant information from the case into your letter. Below are the steps to take to draft your first template. 

• Choose the letter you want to use as a template (the above is an example of a welcome letter drafted using Keywords)
• Click on the Icon on the top right-hand side of your screen
• Select Templates from the menu.

• The Template Management Page will load.
• Click on Keywords on the right-hand side

• The Keywords Page will open in a new tab.

This is where you will find the list of keywords that will be used to draft your template. 

• Open your letter in Microsoft Word and have the Keywords Page open in your browser. Templates must be a docx file to upload to CASEpeer.
• Replace items in your letter with the appropriate keywords.
• For example, John William Smith would be replaced with the {{ client_full_name }} keyword.
• There are keywords for dates, demographics of clients, demographics of defendants, as well as adjuster information, and much more.
• Search through the keywords using the Search Bar found at the top of the page.
• Using Control + F (on PC) or Command + F (on Mac) can also serve as a secondary filter for your searches.

Now you are ready to upload your template and test it out! Keep in mind that this feature is permission-based. Reach out to your firm administrator to gain access. Learn how to upload templates. 

Watch our Beginning and Advanced Template Webinars.