Template Creation and Document Generation

Many companies rely on templates to send standardized documents and forms to clients, and Clarra’s Template and Document Generation feature provides a convenient and reliable way to merge data from Clarra with created templates. This feature saves you time by making the process of creating standardized documents for clients more efficient and eliminates errors resulting from manual entry of information.

Generating a document from a template in Clarra is simple, and takes just a few steps. All you have to do is create a template, upload it to Clarra, and select which data you want to include. Clarra generates the finalized ready-to-use document.

Say you send the same letter to each client when scheduling a meeting. All you have to do is create the letter template once, including the merge fields for name and contact information, and upload it to Clarra. When you need to send the letter to a client, simply select the template and client’s information, and the letter will be generated. This makes it so that you don’t have to write a new letter every time, establishes uniformity across your documents, and ensures the correct client information is used by pulling data directly from Clarra.

Templates also help to keep your documents organized in one place, with Clarra providing a searchable inventory of your standardized documents for Users across your organization. If you have a Document Management System (DMS) enabled, you can save generated documents directly to Clarra via the DMS. If not, it’s easy to download generated documents locally.

Create a Template and Generate a Document:

1. Create a Template Document in Microsoft Word
2. Navigate to a Matter’s Documents tab and Templates subtab
   1. Click on the Matters Section on the left side of the screen
   2. Press the Folder Icon of your selected Matter
   3. Select the Templates subtab

OR

3. Navigate to the Documents section
   1. Click on the Documents section on the left side of the screen
4. Click “View Merge Fields”, which appears as the << >>  angle brackets to the left of “Generate Document”
5. Copy the Merge Fields you wish to include in the Template Document
6. Paste the Merge Fields into the Template Word Document
   1. Place the Merge Fields where you want the data from Clarra to appear in the final document
   2. For example, place <<first name>> where a client’s first name will go
7. Save the Template Document
8. Select “+ New Template” to upload the Template Document to Clarra
   1. Name the Template
   2. Select an associated Matter and Tags (optional)
   3. Press “Upload”
9. Press “Generate Document”
   1. Select “Generate Document from Template” in the dropdown menu
10. Select which data from Clarra to replace the Merge Fields with
11. Press “Save” to Generate the Final Document

If you would like to generate multiple documents from one template, Clarra streamlines this process as well.

Bulk Generate Documents:

1. Follow steps 1-8 listed above
2. Press “Generate Document”
   1. Select “Bulk Generate Documents from Template”
3. Select which Template you would like to use
4. Download the prompted CSV file
5. Fill in the required fields on the CSV file with the data you would like to include in the generated documents
6. Upload the completed CSV file
7. Enter a naming convention for the generated documents
8. Press “Save” to Generate the Final Documents

By default, only Admins and Super Admins have permissions to create, edit, and delete templates. Any Clarra User can view their organization's templates and generate documents from them.