27 04, 2012

The Solution Is Templates with Userforms: What Was The Question?

2019-02-21T23:14:18+00:00By |Comments Off on The Solution Is Templates with Userforms: What Was The Question?

By Tamara Portnoy
What an attorney really needs is a simple way to produce regular forms and frequently used documents which, of course, means; templates, templates, templates. Yes, there can be a learning curve to create truly useful templates but you only have to create them once. Then you just use them over and over. If something changes you only have to change it in one place. Using automatic dates, line and page numbering, internal referencing and table of contents make templates even more useful and accurate. Too often attorneys cannibalize documents and end up with something that says […]

13 03, 2012

Template with Document Properties

2019-03-19T21:57:03+00:00By |Comments Off on Template with Document Properties

By Tamara Portnoy

Attorneys avoid templates because they think templates are too hard to make and too hard to use. Templates that incorporate bookmarks are simple but have limited usefulness to a law office, especially with repeating content. When you have to type someone’s name over and over in a document bookmarks seem pointless. An alternative to bookmarks is document properties. Word documents come with a set of properties built-in but you can introduce more properties and use them to create template documents.

To view document properties choose: […]

 

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