How Information is Saved: Fields and Cards

An introduction to fields and cards

Fields and Cards

Fields are the building blocks of model templates in Lawyaw. We use the term "field" to refer to the specific, individual pieces of information that make up a model template. The fields change from matter-to-matter and the template is set up by identifying the fields that are needed to generate the document.

Some common fields are counsel or party names, court information, dates and amounts.

Cards are just a simple way to organize fields. For example, if your template had different fields for Client name, street address and email, these fields could all be grouped into a card labeled "Client 1."

Types of Fields

There are four types of fields:

  • Short text: Used for text that is less than one line;
  • Long text:  Used for text that is greater than one line;
  • Multiple Choice: Used to insert text based on selected options;
  • Date:  Used for dates with a variety of different format choices.

Types of Cards

There are two types of cards:

  • Roles: Used for storing information relating to people or entities (the actors or roles in your document); and
  • Other: Used for storing information relating to dates, clauses and figures
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Up next

Introduction to Lawyaw
Introduction to Lawyaw
Key Concepts and Terminology
Key Concepts and Terminology
Clio Users: Getting Started
Clio Users: Getting Started
The Platform
The Platform
The Template Builder
The Template Builder
Selecting Documents to Turn Into Templates
Selecting Documents to Turn Into Templates
Creating Model Templates
Creating Model Templates
How Information is Saved: Fields and Cards
How Information is Saved: Fields and Cards
Clio Users: Using Clio Information in Lawyaw
Clio Users: Using Clio Information in Lawyaw
Roles versus Other Cards
Roles versus Other Cards
Prepping Templates
Prepping Templates
Importing Cards and Fields
Importing Cards and Fields
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Adding Cards
Adding Cards
Adding Fields to Cards and Hints
Adding Fields to Cards and Hints
Duplicating Cards
Duplicating Cards
Collapse and Collapse All Cards
Collapse and Collapse All Cards
Inserting Fields and Bulk Insert
Inserting Fields and Bulk Insert
Multiple Choice Fields
Multiple Choice Fields
Formatting Fields
Formatting Fields
Advanced Topic: Formatting your Data
Advanced Topic: Formatting your Data
Deleting Fields
Deleting Fields
Reordering Fields and Cards
Reordering Fields and Cards
Test your Skills #1
Test your Skills #1
Stepping Through Test Your Skills #1
Stepping Through Test Your Skills #1
Adding Rules to Your Templates (Conditions)
Adding Rules to Your Templates (Conditions)
Getting Started with Conditions
Getting Started with Conditions
Advanced Topic: Choosing the Right Design for your Rules
Advanced Topic: Choosing the Right Design for your Rules
Inserting Conditions
Inserting Conditions
Moving Conditions
Moving Conditions
Using Conditions for Multiples
Using Conditions for Multiples
Nested Conditions
Nested Conditions
Triggering Conditions from Multiple Choice Fields
Triggering Conditions from Multiple Choice Fields
Standalone Conditions
Standalone Conditions
Reviewing, Testing and Troubleshooting Conditions
Reviewing, Testing and Troubleshooting Conditions
Test Your Skills #2
Test Your Skills #2
Stepping Through Test Your Skills #2
Stepping Through Test Your Skills #2
More Practice #1
More Practice #1
Generating Documents
Generating Documents
The Journey
The Journey
Assigning Contacts to Roles
Assigning Contacts to Roles
Optional Highlighted Changes
Optional Highlighted Changes
Template Sets
Template Sets
Saving, Editing and Transferring Templates
Saving, Editing and Transferring Templates
Saving Templates
Saving Templates
Editing Templates
Editing Templates
Transferring Templates
Transferring Templates
Deleting Templates
Deleting Templates
Electronic Signatures
Electronic Signatures
Creating the Signature Package
Creating the Signature Package
Signature Trail
Signature Trail