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.

By clicking on this icon, you have access to the templates of all the collections. It is also through this feature that you can create templates or make changes.

The merge fields all correspond to elements that are found in your database. It is therefore important to enter your information in your matter, your client records, your employee records, etc.

It is possible for each of the merge fields to enter different specificities. In fact, when you add a merge field to a block or a template, you will be able to see in the preview of the field the different specificities available and choose those you want to apply to this merge field in order to find the relevant information in the document.

For example, to merge the name of the caseworker with the role of accused in your matter, you can choose the merge field "caseworker - Name" and specify the role "Accused". You can also choose the format of the name when merging:

In a block, it is possible to group a lot of similar information, for example the client's name, address and matter number in the same block for later use. This block could be used as a client identifier and could be used, for example, at the top of all your letter templates. It would also be possible to group the name of the firm and its contact information in a block designed to identify the office.

The more likely the content is to be reused from one template to another, the better it is to make it a block, because if you have to make a change to the content of the block, the simple fact of changing it will be reflected in all the templates where it is used.

The notion of "Question" in JurisDocument becomes useful when you have to make a choice among the various actors of a file. When producing a document from a template that includes a question, you may be asked, for example, to choose the recipients and persons to be added as true copies.

The block linked to a "Question" will therefore be repeated as many times as necessary depending on the people you have selected. You will only be able to check off more than one person if the block followed by a question has been configured for this purpose. These options are only available when a "Question" is created.

The notion of "List" is very useful when it comes to registering all the stakeholders of the same status on a procedure.

Indeed, when you have several "applicants" on file, you only need to create a block with "Person" fields. This will be used in the "List" and will merge all the fields you have entered in the block.

Among the many tools of JurisDocument is the "Agreement" icon. With this feature, you can indicate to the program the agreements in gender and number that you want it to make automatically.

To do this, always build your templates in the masculine and singular. Note that the tool does not work in the same way as a traditional dictionary since the agreement in a template is made from the subject of the merge field. Take for example the word "applicant"; the subject will be the applicant in the matter. In the case of a woman, the merged document will say "applicant".

To apply an agreement, select the text you wish to grant. Then simply use the JurisÉvolution - Web tab and click on the "Agreement" option.

The tuning window will open. From this window, indicate in the "According to" field which information in the matter you want the word to agree with. For example, to make the word "applicant" agree in gender and number with the person who has the role of "applicant" in the matter, you need to make the following selection:

Once the agreement is confirmed, you can come back later by selecting the word again and clicking on the "Agreement" icon to check how the word agrees:

When you want to tune a word and this word is missing in the JurisDocument dictionary, it is possible to add it. To add the word to be granted, simply click on the dictionary icon and then click on the + in the upper right corner.

The above icon is used to save the templates after their creation or after modifications. It is important to note that you must save your work with this icon in order for the templates to be found in your JurisDocument collection.