Inserting Fields and Bulk Insert

Tips and Tricks

A couple things that you can do from Microsoft Word to make it easier to insert fields into templates: (1) increase the view by zooming in to make it easier to see your document; and (2) display formatting by clicking on the "ΒΆ" button to make it easier to see the spacing.

Note: If the text you are replacing covers multiple lines, make sure to remove any hard returns or line breaks; your text can wrap over multiple lines but you should not see any line break characters (like "ΒΆ") in the text you are replacing.

Pause after Inserting Fields

Take a breath....

After you insert a field, take a quick pause to let the system insert the field into the document. If you move your cursor too fast, the field could end up in another part of the document. You should notice that the count next to your field has increased.

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Up next

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