Word templates

Stay on brand

Ryan Turner avatar
Written by Ryan Turner
Updated yesterday

We get that your brand is important. That’s why every list can be downloaded into a branded (and perfectly formatted) Word document 🎨

✔️ Word downloads are (almost) fully customisable - We recommend getting your design team involved, and making a stunning download that reflects your brand!

We currently setup and manage Word templates for you. Below is the information we need to get them setup.


Information we need


Information

Explanation

List download template

This template will apply every time a user downloads a list from your matters

⚠️ This must be a .docx file

Zip download template

This template will apply every time a user downloads a zip file of a list (and includes the index)

⚠️ This must be a .docx file

Table title style

We insert a "Status key" table setting out the progress of each item in your list.

We need to know the style for the text "Status key"

Table style

We insert the data from a list into a table.

You need to create this in your Word template, then tell us the name of the style we should apply.


Data that can be inserted into downloads


The following data from the matter can be automatically inserted into the Word download (in addition to the data from the list itself)

Data that can be inserted

Field in Word template

What is this

Matter name

matter_name

The name of the matter

Matter description

matter_description

The description of the matter

Matter number

matter_number

The number given to the matter

List name

download_type

The name of the list that the Word document is being downloaded from

For example, a user has a list called “Documents List”. Download type would put “Documents List” into the Word document

Date downloaded

download_date

The date the Word document was downloaded by the user

Table

table_placeholder

All the data from the list is inserted below this field


Example templates


These templates should help you understand the art of the possible!


If you need further help, please email us at support@legatics.com.

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