Templates
LegalBar Template Overview
This session is the first in a series of webinars on LegalBar templates and will provide an overview into how LegalBar templates really work. We will explore the tools that are available for delivering information to the completed document as well as the formatting controls available.
Audience:
- LegalBar Administrators
- Word Experts
- Document/Template Specialists
Prerequisites:
- LegalBar Administration 101
Author Preferences - Setting Personal Defaults
Author preferences are important tools in document creation, but so are standards. Learn how to set up the LegalBar defaults for your firm and your authors using SQL, Outlook Custom Forms, and even XML! This session is an exploration into the settings themselves and how they impact document creation.
Audience:
- LegalBar Administrators
- Word Experts
- Document/Template Specialists
Prerequisites:
- Templates: LegalBar Template Overview
Contacts - using Outlook Contacts as a document production Tool
Outlook contacts are critical to many lawyers and are a great source of information. Learn how to use this valuable information in your templates and how to launch templates directly from your contacts! In addition, we will explore the power categories and client matter information when using Outlook views to rearrange your data.
Audience:
- LegalBar Administrators
- Word Experts
Prerequisites:
- LegalBar Template Overview
Multiple Office Logic
Learn how to customize your LegalBar Installation to make the most out of Multiple Office logic. Use the location list to control the look of your letterhead and other templates as well as provide information to the dialogs.
Audience:
- LegalBar Administrators
- Word Template Experts
Prerequisites:
- LegalBar Template Overview
Building Clause Library Solutions
The LegalBar Clause Library utility is designed to standardize text content, reduce metadata concerns and expedite the document assembly process. This tool can be used to automate the process of filing in forms, creating completed documents from “boiler plate” templates, and providing standard language to letters. Learn how to use this tool to eliminate the need to “copy & paste” or “save as” to reuse valuable content.
Audience:
- LegalBar Administrators
- Word Experts
- Practice Group Document Specialists
Prerequisites
- LegalBar in a a day (or)
- LegalBar User Training
Pleading Templates
The most complex of templates, Pleadings can be the answer of your dreams or a thing of nightmares! Learn how to build a pleading template from the ground up, controlling page formatting and placement of information on the completed document as well as providing the right choices in the dialog. This class will also explore the concept of combining Pleading Templates with the Power of Clause Libraries. Don’t miss the opportunity to bring all of these skills together!
Audience:
- LegalBar Administrators
- Word Experts
Prerequisites
- Templates: LegalBar Template Overview
- Building Clause Library Solutions
Next: Programming: Extending LegalBar with VBA & Ribbon XML
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