Create, Edit and Delete Templates

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These notes are provided by Cycom Data Systems, Inc. to support the use of CityLaw / CountyLaw Next Generation (CLNG) and are intended to be used for review of general topics covered during training.

If you discover an error in this document, or if you encounter any problems performing any steps described, please contact Cycom Support at [e-mail] or by calling 888-292-6688.

Contents:

• Create Templates

• Edit Templates

• Delete Templates

 

Create Templates

There are two options to create a template: 

The first option:

Go to your desktop and in Microsoft Word create a form letter/document or open an existing form letter/ document. Enter the CLNG Matter Field Tokens from the list provided to the System Administrator into the document as needed by your office. Once the tokens are entered, your document is now a template. Save the prepared Template as a .docx document. Next, open CLNG and follow the Upload Template steps below.

The second option through Upload Template:

Go directly to CLNG, click the System Management icon (the Gear at the bottom of the Global Toolbar), then click Upload Document Templates. An Upload Document Templates card will open.

In Upload Document Templates view, select a module or leave empty for all to include it in all modules, click Choose File. 

File Explorer window from your desktop will open. In File Explorer, select the file/Document you need (your standard form letter) then click Open. 

Next, click Upload (the blue banner).  

A note will appear, Upload completed Successfully click OK.

The selected file will be added to the list of Templates in alphabetical order.

If the document you uploaded does not have the tokens added, now is the time to open the document by clicking the name of the Template to edit. It will open in a new tab on Microsoft Word. 

Enter the necessary tokens or make any other changes or edits needed. The document will save automatically.

Your Template is now complete and ready to be accessed by users. 

Edit Templates

To edit a template, go to CLNG, click the System Management icon (the Gear at the bottom of the Global Toolbar), then click Upload Document Templates. 

An Upload Document Templates card will open. In Upload Document Templates view, the uploaded templates will be listed to the right. Select and open the document by clicking the name of the template to edit. It will open in a new tab on Microsoft Word. Make the necessary changes or enter the necessary tokens if needed. The document will save automatically.

Your Template is now ready to be accessed by users. 

Delete Templates

To delete a Template, go to CLNG, click the System Management icon (the Gear at the bottom of the Global Toolbar), then click Upload Document Templates. An Upload Document Templates card will open. 

In Upload Document Templates view, the uploaded templates will be listed to the right. Locate the document you wish to delete by hovering over the name a red trashcan icon will appear to the right, click it. 

A Delete Template modal dialogue will appear with two options, Cancel or Delete. Click Delete, the Template will be removed from the list permanently. 

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