Document Automation: Getting Started

Document Automation: Getting Started


Matters.Cloud includes a document automation engine that allows you to quickly and easily generate document based on pre-defined Microsoft Word Templates. Whether you need to create contracts, legal documents, or other types of business documents, our document automation engine can help you get the job done quickly and efficiently.

Note: Document automation requires each user to be licensed at the Advanced user license level.

Key Benefits

  • Create a central repository of shared templates for all members of your team to access.
  • Generate documents in a few clicks including pre-populated data regarding the client and matter you are working on.
  • Download documents or save directly to the matter folder(s) on OneDrive.

Creating Templates

Matters.Cloud templates are normal Microsoft Word documents (.docx) sprinkled with MailMerge fields to perform operations. The following section uses the notation«»to refer to Word MailMerge fields. In most cases firms will likely have existing documents they are looking to automate and will use these as the basis for their templates within Matters.Cloud.

Content Insertion

The most basic operation is to insert content. The contents of a context variable can be inserted using a field like:


A detailed list of available content fields can be found in the following article:

Uploading Templates

Matters.Cloud stores copies of the templates in use by a firm in a central database reporsitory. To upload a template follow these steps:

1. Login to Matters.Cloud as an administrator and navigate to Setup > Matters > Templates.
2. Click the 'New template' button
3. Complete the following fields:
  1. Name: The name of the template you wish users to see.
  2. File name: The name of the output document you want to generate either as a download or to save to OneDrive.
  3. Template file: Use to select the template file you have created.

Creating Documents

Matters.Cloud allows users to generate documents based on the central templates directly from each Matter using the following steps:

1. Navigate to an existing Matter and select the 'New document' button on the Matter profile card:

2. Complete the following fields:
  1. Template: The template you wish to base the new document on.
  2. File name: The name of the file that will be generated.
  3. Address: The address of the client you wish to include as part of the document (defaults to primary address for the client)
  4. Save document: If you are connected to OneDrive you can save the document directly, otherwise the document will simply download via the browser.
  5. Folder: If you choose to save the document you will be able to select either the Matter level folder or an existing subfolder.
Note: If using the system in conjunction with OneDrive and the user specifies an existing file name a new version will be created for the existing document.
    • Related Articles

    • Document Automation: Merge Fields

      Overview The following section uses the notation«»to refer to Word MailMerge fields which are available to be included as part of templates uploaded to Matters.Cloud Fields: Document The following merge fields are available for the ...
    • Matters.Cloud: Getting Started Guide

      Overview Welcome to the Matters.Cloud Getting Started Guide. This guide is designed to help new users of Matters.Cloud to configure their account in order to benefit from the solution quickly. We suggest having your Matters.Cloud account open so that ...
    • Messaging: Getting Started

      Overview Messaging by Matters.Cloud allows you to send SMS messages directly from within the Matters.Cloud application to over 150 countries. Setting Up Messaging by Matters.Cloud The integrations portal allows you to configure integrations with ...
    • What Products Does Matters.Cloud Integrate With?

      Overview Matters.Cloud offers integrations with the following products: Integrations Product Category FreeAgent Accounting & Finance Sage Accounting Accounting & Finance Szamlazz Accounting & Finance Xero Accounting & Finance Mailchimp Contacts & ...
    • Law Society Of Alberta - Trust Safety Accounting Upload

      Overview This document provides information on how to generate the Law Society Of Alberta Trust Report(s). This report pulls in all the transaction and balance information from your Matters.Cloud trust account, which can be used to verify compliance ...