maximize your document automation tools
TRANSCRIPT
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Clio Cloud Conference 2014SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS
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Maximize Your Document Automation Tools
by Zachary Pope & Fraser Newton
@ZGPope & @fraser_newton
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Zachary PopeTechnical Escalations Coordinator
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Fraser NewtonProduct Scientist
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Table of Contents
• Benefits of Document Automation• Initial Example• Custom Fields• Word Tips
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Benefits of Document Automation
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680,000 new Documents in the past 30 days
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Initial ExampleMotion for Continuance
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Recap
• Why Document Automation?• Diving Right In• Creating a Template in Word• Generating and Using the Document• Pitfalls• Pro Tips
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Custom Fields
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Kinds of Fields
• Matter vs Contact• Individual vs Set• Field Types
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Custom Fields and Document Automation
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Word Tips
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AutoCorrect
Key Tip: Undo (⌘Z or Ctrl-Z) to undo an accidental expansion.
OS X Windows
1. Word > Preferences…
2. AutoCorrect3. Enter Replace &
With4. Add
1. File > Options2. Proofing3. AutoCorrect
Options…4. Enter Replace &
With5. Add
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Word TipsAdvanced Structure
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Styling
Key Tip: Apply styling via the Font menu.
OS X Windows
1. Select text2. Format > Font…3. All caps4. OK
1. Select text2. Right-click > Font…3. All caps4. OK
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Headings
Key Tip: Use headings instead of manually styled text.
1. Select text2. Home tab > Styles3. Click Heading 1
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Multi-line Input
Use Custom Fields or Form Controls
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Enabling Form Controls
OS X Windows
1. Word > Preferences…
2. Ribbon3. Developer4. OK
1. File > Options2. Customize Ribbon3. Developer4. OK
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Adding Form Controls
1. Developer tab > Controls2. Place cursor in document3. Click Text Box
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Using Form Controls
Key Tip: Tab between form controls for rapid input.
OS X Windows1. Developer tab >
Controls2. Protect Form
1. Developer tab > Protect
2. Protect Document3. Restrict Editing4. Allow only this type
of editing…5. Filling in forms
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Oh, and one more thing
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Questions?
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Thanks!