Clio Cloud Conference 2014SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

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Maximize Your Document Automation Tools

by Zachary Pope & Fraser Newton

@ZGPope & @fraser_newton

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Zachary PopeTechnical Escalations Coordinator

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Fraser NewtonProduct Scientist

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Table of Contents

• Benefits of Document Automation• Initial Example• Custom Fields• Word Tips

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Benefits of Document Automation

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680,000 new Documents in the past 30 days

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Initial ExampleMotion for Continuance

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Recap

• Why Document Automation?• Diving Right In• Creating a Template in Word• Generating and Using the Document• Pitfalls• Pro Tips

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Custom Fields

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Kinds of Fields

• Matter vs Contact• Individual vs Set• Field Types

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Custom Fields and Document Automation

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Word Tips

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AutoCorrect

Key Tip: Undo (⌘Z or Ctrl-Z) to undo an accidental expansion.

OS X Windows

1. Word > Preferences…

2. AutoCorrect3. Enter Replace &

With4. Add

1. File > Options2. Proofing3. AutoCorrect

Options…4. Enter Replace &

With5. Add

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Word TipsAdvanced Structure

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Styling

Key Tip: Apply styling via the Font menu.

OS X Windows

1. Select text2. Format > Font…3. All caps4. OK

1. Select text2. Right-click > Font…3. All caps4. OK

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Headings

Key Tip: Use headings instead of manually styled text.

1. Select text2. Home tab > Styles3. Click Heading 1

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Multi-line Input

Use Custom Fields or Form Controls

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Enabling Form Controls

OS X Windows

1. Word > Preferences…

2. Ribbon3. Developer4. OK

1. File > Options2. Customize Ribbon3. Developer4. OK

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Adding Form Controls

1. Developer tab > Controls2. Place cursor in document3. Click Text Box

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Using Form Controls

Key Tip: Tab between form controls for rapid input.

OS X Windows1. Developer tab >

Controls2. Protect Form

1. Developer tab > Protect

2. Protect Document3. Restrict Editing4. Allow only this type

of editing…5. Filling in forms

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Oh, and one more thing

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Questions?

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Thanks!