Before you begin: For PC users only, we invite you to install the tools for the Office suite if you have not already done so. Note that the administrator rights of your workstation may be required to proceed with the installation. In this case, contact your system administrator.

Furthermore, in order to be able to insert any template in your JurisDocument collection, make sure that the file you wish to import is of type "Word template".

Step 1: Go to the Admin tab in the main menu.

Step 2: In the Template Management section, click on the "Word" tile.

Step 3 : Click on the download at the bottom of the screen to open Word. In the tab JurisÉvolution - Web, click on the icon ''Manage templates''.

Step 4: In the upper right corner, click on the arrow next to the + and select the option "Import a template...".

Step 5: Select the desired template from your files.

Note that the file must be of type "Word template", so in .dotx format

Step 6: The Save Template window will open. The name of the document will be entered by default, but it is possible to rename it.

In order to use this template, make sure the "Available for use" box is checked.

Save your changes with the green check mark.

Result: Your template is imported into JurisDocument. Afterwards, you can modify it to add fields where the information in your file will automatically merge when using the template.

To do so, consult the following article: Modifying a JurisDocument template.
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