Create a File Template

Create a File Template

File templates are useful for setting up standard information in files that cannot be accommodated in the Firm Management section of Settings. For example:
  1. A freelancer working with multiple law firms and lawyers that requires a different Account to Client and Trust Statement set up.
  2. The law firm sets pricing for real estate transactions depending on the transaction characteristics. Such as a higher price for Purchase files that include a mortgage and the firm wants their fee to be listed in one line (rather than adding a fee for handling the mortgage separately).
  3. Acting on behalf of a client that completes many transactions (small builder) and requires fixed pricing or adjustments.
To create a file template you will first need to save a file as a template. This can be an existing file or a newly created file for a specific template purpose.
Notes
It's strongly recommended to create a new file for each file template. This ensures information is intended to be shared across multiple files, and the firm is able to implement a naming system for identifying the original file used to create the template. Modifying the file used to create the file template, may result in changes to the saved template. In addition, if the original file used to create the template is deleted, then the associated template will also be deleted from your LDD account.

How to Create a File Template

Open a file that you would like to save as a template.
  1. In the top-right corner of the file, in the file details ribbon, click on the down arrow button then select Save as Template from the menu. A Create Template popup will appear.
  2. Create New Template will be selected by default, which will save the template as a new template.
  3. Enter a name for the template in the New Template Name field.
  4. Check off the items that you do not want saved as part of the template. All other information (including closing dates) in the template file will be saved as part of the template.
  5. Click Save to save the template.
InfoAlertNote: Title insurance, Registration details and the File Number will always be removed.

Update an Existing File Template

If you want to modify an existing file template, you're able to by following the steps below.
  1. In the top-right corner of the file, in the file details ribbon, click on the down arrow button then select Save as Template from the menu. A Create Template popup will appear.
  2. Select Overwrite Existing Template.
  3. Click the list icon to see the previously saved templates to overwrite.
  4. Select the template to modify.
  5. Check off the items that you do not want saved as part of the template. All other information (including closing dates) in the template file will be saved as part of the template.
  6. Click Save to save the template.
Notes
It's recommended to edit the original file the template was created from (if available) and then follow the steps above to update the file template.

Create New File From Template

Once one or more templates have been saved in your firm's account, you'll be able to use them to create new files.
  1. Click + File on the main file list screen, then select New File From Template.
  2. The screen will load a list of all the available templates. Click the one you'd like to use to create your file.
  3. Click the Create button to proceed to the file opening screen. Create the file as you normally would.
InfoAlertNote: Any information in the template will already be populated into the applicable fields.