Delivering Automated Templates Documents

Automated Templates are available on Lexis^® and Lexis+^®. Automated Templates documents are available in both .pdf and .docx formats. These are the options for delivering an Automated Forms document:

Downloading Documents
Emailing Documents
Downloading or Printing Blank PDF Forms
Downloading or Printing Blank Word Forms

 Downloading Documents

You save a document in Automated Templates when you enter a Work Item Name and click OK. You must download the document to save it locally.

Take the following steps to download your Automated Templates document immediately after completing your template:  

1. Click Finish after completing the interview.
2. Click the name of your document under Documents to download the file.

Take the following steps to save your Automated Templates document from the main Lexis^®, Lexis+^® or Practical Guidance page:

1. Click Automated Templates.
2. Click Recent Work Items in the top right corner of the page to open the Recent Work Items page in a new browser tab.
3. Click the entry that corresponds to the document you want to save.
4. Click then name of your document under Documents on the right side of the page to download the document.
   Note: You must finish the interview for the template to see the name of your document under Documents.

Note: If you have unanswered questions, you will see variables in your downloaded document.

For information on saving Answer Files, see Working with Answer Files in Automated Templates

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 Emailing Documents

Take the following steps to email a completed document:

1. Click Finish after completing the interview.
2. Click Email to display the Email Documents window.
3. Complete the To, Subject and Message fields as desired.
   Note: Only the To field is required.
4. Check the box next to the document you want to email.
5. Click Send.

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 Downloading or Printing Blank PDF Forms

Take the following steps to download or print a blank PDF form:

1. Select your template.
2. (Optional) Click Build Your Document at the top of the template.
3. Enter the Work Item Name.
4. Click OK to display the Interview fields.
5. Click Preview Document.
6. Click the Download or Print icon and follow the steps to download or print your PDF form.

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 Downloading or Printing Blank Word Forms

Take the following steps to download or print a blank Word form:

1. Find your template on the Automated Templates page.
2. Click Preview to the right of your document to display the preview pane.
3. Click Open Template to open your document in a new browser tab.
4. Click the Print or Download icon to open the Print or Download window and select the correct options.
5. Click Print or Download to print or download your Word form.

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