Templates let you create documents that automatically fill with your client's information. Here's how to set one up:

1. Prepare your Word document: Add placeholders like {{client_name}} or {{contract_amount}} wherever you need custom information. Based on your client/case information, these variables will be auto-populated

   • {{client_name}}

   • {{client_email}}

   • {{client_phone}}

   • {{company_name}}

   • {{company_email}}

   • {{today_date}}

   • {{case_type}}

2. Upload your template: Go to Settings → Letters & Agreements, click "Add a Template," name it, and upload your Word file.

3. Configure your fields: After upload, you'll see your document preview with highlighted variables. Click each highlighted variable to configure:

• Set a display label for the form

• Choose field type (text, number, date)

• Add default values or auto-populate options

4. Use advanced features (optional):

• Create calculated fields using formulas

• Calculating Taxes

  Add a variable {{tax_percentile}} in your template to use in your calculation.

  If, default value is set to 13, it will be used as 0.13 in your formulas.

5. Generate Templates

On your Case page → All Agreements & Letters table, select the template, enter the values for the variables and click Generate Document.