Document Templates - Create PDF Documents in Firm360

Firm360 now enables you to create PDF documents directly within the platform! This feature is perfect for creating PDF Documents that include your firm's logo or letterhead. For example, you can generate engagement letters tailored to each client’s entity type, then effortlessly distribute them. Plus, with the ability to request signatures, the entire process becomes more streamlined and efficient.

How to create Document Templates:

Note: Admin User Role required for setup

1. Navigate to Customizations in the black ribbon 

2. Click Document Templates

Setting up your Document Templates: 

1. Click Add Document Template
2. Click Edit to Edit an existing document template
3. Show Inactive: Clicking on this will show any document templates that have been marked Inactive
   
   
   

   Once you have selected Add or Edit, you are ready to create or edit your template

4. Name: Title the Document
5. Default Document Type: Select the appropriate Document Type
6. Document Content: Insert text by either typing or pasting in the Content Box
7. Personalized Values: Add values to your document to personalize each document created. Any personalized value with CF at the beginning represents your Client Custom Fields. 
8. Formatting Tools: (Bold, Italic, Underline, Numbering, Bulleting, Indent, Image) Use these tools to format the document to your preferences
   • • Image: Can be used specifically to add your firm logo, letterhead or a digital signature
9. Inactive: If you no longer need this document template you can make it Inactive
10. Preview: After saving your document, you will have the option to preview it
11. Save: After creating your document template click Save

How to create a document from a Document Template and Quickly Request Signature in Firm360: 

Navigate to the client's Documents tab and select the arrow next to the Add button.

Select Create From Template .

1. Select the appropriate document template and fill in required fields. 
2. Preview: Preview the document to view what the client will receive. 
3. Create: Document will now be created and will appear within the clients documents tab.
4. Create and Request Signature: Create the document and send for signature to save time
5. Follow the steps in this Article for how to request document signatures from a client

Bulk Create Document From Template for Clients:

Note: Once the documents are created in bulk, signature requests will still be sent individually

1. Navigate to the global Clients Search tab on the left
2. Use the Search Criteria to curate a group of clients
3. Select 'All' or specific clients to send the document in bulk
4. Click on the gear button 
5. Select 'Bulk Create Document From Template'

Populated the required fields (*):

• Document Template - Select the template that you have already created
• Document Name - This will be populated automatically with the same name as the Document Template, but you may change if needed.
• Document Type - This will be populated automatically with the same name as the Document Template, but you may change if needed.
• Document Year - Select the year

Once required (*) fields above are populated, you will notice it populate with the message as seen in the example below:

1. Formatting Tools: Make any formatting changes or add additional images
2. Preview: Preview the document to view it as the PDF the client will see. 
3. Cancel or Create: Either cancel the creation of the documents or Click Create and the Documents will be created and will appear on the client's documents Tab