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Using Templates in Automated Templates

Document ID

Document ID HT7783

Product

  • Practical Guidance

  • Lexis®

  • LexisNexis® Automated Templates

  • Lexis+®

Category

  • Product Features

  • Legal Search

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Article Content
Types of Templates
Interview Templates
Non-Automated Printable Form Templates
Custom Clause Interview Templates


Types of Templates

The types of templates available in Automated Templates are as follows:
 
Template Type Description
Interview  Templates An interview template does not assemble a document and cannot be previewed.  Instead, it gathers and saves information to an answer file.  Providing answers for an interview template is also called completing an intake interview.  The answer file from the intake interview can then be uploaded into various documents in the Source Collection.
Automated Templates An Automated Template allows you to generate a complete document by answering questions in an interview.  Once you complete the interview, your completed form is available in either Word or PDF format.  After you build a document using an Automated Template, you can download the document and make changes that will affect only that copy of the document. You can also print the document.
Custom Clause Interview Template Some estate planning source collections allow you to add custom clauses with your own language.  Use this intake to type in any custom clause that you will use more than once.  Once saved, you can upload them without having to retype them each time.  You can also upload saved custom clause answer files to your automated templates during the interview process using the upload answer files feature.

This template is currently available in Florida Will & Trusts.
Non-Automated Printable/Email-able Templates A non-automated form such as a client intake form.  Use the document preview to view the form before download.  Select Finish then select the form for download or email.

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Interview Templates

The following are examples of Interview templates:

  • Enter Law Firm and Attorney Information
  • Enter Client and Fiduciary Information
  • Client and Fiduciary Intake
  • Firm and Attorney Intake
  • Attorney and Court Intake
  • Attorney Intake
  • Initial Client Setup for Administration
  • Initial Client Setup for Administration c.t.a. After Probate
  • Intake
  • Attorney and Client Intake

These templates do not generate a document and you cannot preview them. If you try to preview an interview template, you may get the following message: No document preview is available for this interview.

Take the following steps to download an interview template:

  1. Select a form to display the Getting Started window.
  2. Enter the Work Item Name
    Note: If you want to select a form you previously used, click Go to Recent Work Items and select that form.
  3. (Optional) Click Upload to upload an existing answer file.
  4. Click OK.
  5. Enter your information in the appropriate fields.
  6. Click Next.
  7. Continue through the interview.
  8. Click Save & Exit to display the Recent Work Items page.
  9. Click the interview template you created.
  10. Click Answer File in the right pane to download the interview template answer file.
    Note: The answer file is saved in the default location for your browser. 

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Non-Automated Printable Form Templates

The following are examples of Non-Automated Printable Form templates:

  • Checklist for Purchaser's Attorney: Closing and Post-Closing
  • Checklist for Seller's Attorney: Closing and Post-Closing
  • Closing Checklist for Single-Family Home
  • Estate Questionnaire -- Client Checklist.
  • General Client Information
  • Index to Guardianship Forms with Rule and Statutory References
  • New Case Information Form (Blank)

These templates do not generate an interview but you can preview them.

Take the following steps to download a non-automated form:

  1. Select a form to display the Getting Started window.
  2. Enter the Work Item Name
    Note: If you want to select a form you previously used, click Go to Recent Work Items and select that form.
  3. Click OK.
  4. Click Finish.
  5. Click the document name to download the form.
    Note: The answer file is saved in the default location for your browser

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Custom Clause Interview Templates

This template allows you to create custom clauses with your own language.  This template does not create a document and you cannot preview it.  If you try to preview an interview template, you may the following message: No document preview is available for this interview. 

Take the following steps to create a custom clause and save the answer file for it:

  1. Select Custom Clause Intake.
  2. Enter the Work Item Name
    Note: If you want to select a form you previously used, click Go to Recent Work Items and select that form.
  3. (Optional) Click Upload to upload an existing answer file.
  4. Click OK.
  5. Continue through the interview
  6. If you wish to add another clause, click Add another.
  7. Click Save & Exit to display the Recent Work Items page.
  8. Click the Custom Clause Intake you created.
  9. Click Answer File in the right pane to download the answer file.
    Note: The answer file is saved in the default location for your browser. 

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