BigHand Create for Template Management and Document Automation

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It's no secret (or maybe it is?) that the most basic way to speed creation of legal documents is to use Microsoft Word templates. Templates (*.dotx) are the starting point for creating customized Word documents (.docx) for your clients and matters. Once you create templates for your most common documents, you need a way to manage them. For easy template management and automation of firm letterhead, fax cover sheets, memos, envelopes, labels, and pleadings, look to BigHand Create.

With Create, users get an organized list of templates to choose from and an easy-to-use wizard interface for selecting recipients and caption information. Users can easily add a certificate of service or fax cover sheet to any document using Create.

Create reduces the need to re-type information. Create's encore feature allows information entered in the wizard to be saved and reused in other documents. Create also integrates with Outlook and Interaction, allowing users to pull recipient information directly from the contact card.

A Create database centrally stores employee information, allowing users to quickly select the author and typist. Templates can be stored centrally, allowing administrators to make updates easily. Templates sync to users' machines to allow them to work efficiently when disconnected from the network. The automatic sync eliminates any doubt as to whether everyone is working from the same version.

Make the most efficient use of your investment in creating Word templates. Select BigHand Create to manage your firm's templates and automate the creation of customized documents such as letterhead, memos, and cover sheets. Need help? Request a consultation with one of our experts!

 


Danielle DavisRoe

Written by Danielle DavisRoe

Whether it’s teaching clients a new skill, writing a macro to automate a complicated task, fixing a document that doesn’t work properly or automating a complex set of documents, Danielle, who is part of our document automation team, is 100-percent focused on making the lives of her clients better. After working as an attorney in domestic relations for several years, Danielle found her way to Affinity and to this day she is always on the lookout for better ways to do things. She carries new strategies she finds with her as she works with the clients her team supports. Danielle has a Bachelor of Science in Business Administration from The Ohio State University Fisher College of Business and a Juris Doctorate from The Ohio State University Moritz College of Law.

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