Rocket Matter Knowledge Base Document TemplatesHow to create a Document Template

How to create a Document Template

Document Templates are used to create custom documents in Rocket Matter.  Templates are created as Word documents and populated wth either standard Rocket Matter 'document mergefields', or  with custom Rocket Matter 'document mergefields'.  Rocket Matter document mergefield lists can be downloaded from the Admin section.

1.  Navigate to your Admin section, and click "Document Templates".

2. You can use the existing sample Templates in your account to work from, or you can create your own Template from scratch from a Word document.

2. You can use the existing sample Templates in your account to work from, or you can create your own Template from scratch from a Word document.

3.  Download a list of available 'document mergefields' by clicking "MergeFieldsList.docx."

3.  Download a list of available 'document mergefields' by clicking "MergeFieldsList.docx."

MergeFieldsList.docx contains pre-set merge fields which you can insert into your Document Template.  

Please note that 'document merge fields' are different than 'invoice merge fields'.

'Document mergefields' and 'invoice mergefields' are *not* interchangeable.

4. Open MergeFieldsList.docx in Word.  Locate your desired mergefield from the list of available fields.  

5.  Copy the mergefield.

5.  Copy the mergefield.

6.  Paste the mergefield into your Word document.

6.  Paste the mergefield into your Word document.

7.  Edit the mergefield by highlighting it, and right-clicking on it.  Apply formatting as needed.

7.  Edit the mergefield by highlighting it, and right-clicking on it.  Apply formatting as needed.

-  Edit font, size, style, etc. by selecting options in the right-click menu, or in your Word toolbars.

-  Modify the contents of the mergefield by selecting "Toggle Field Codes" in the right-click menu. After you make changes to the field content, re-toggle your mergefield by right-clicking the field, and clicking "Update Field" again.  

-  When working with mergefields, confirm that you've pasted a mergefield, and not static text, by right-clicking and viewing the 'Toggle Field Codes' option.  Only true mergefields will have the Toggle option appear in the right-click menu.

8.  Update your edited mergefield by clicking "Update Field".

8.  Update your edited mergefield by clicking "Update Field".

9. When you've finished modifying the document, save your document to an easy-to-reference location.

9. When you've finished modifying the document, save your document to an easy-to-reference location.

10.  Switch back to Rocket Matter, and click "+ Add a Template".

10.  Switch back to Rocket Matter, and click "+ Add a Template".

-  Follow the Rocket Matter prompts to select and upload the file.

11. Name the template, choose Author, and Tag it.  Click "Next" to save.

11. Name the template, choose Author, and Tag it.  Click "Next" to save.

12.  Preview your Custom Document Template, and click "Publish".

12.  Preview your Custom Document Template, and click "Publish".

13.  In addition to Standard 'document merge fields', you can add Custom 'document merge fields' to your Document Templates.

You can add Custom fields to your Document Templates.  

There are two varieties of Custom fields:  Custom Mergefields for Matters, and Custom Mergefields for Contacts.

View more:

How do I create a custom mergefield for my document templates (contacts)?

How do I create a custom mergefield for my document templates (matters)?

 

Need more help?

Contact our Award-Winning Support Team at (888) 432-1529 or support@rocketmatter.com.