Styles keep your formatting consistent within a document. Themes keep your look and feel consistent across multiple documents. Templates allow you to re-use text and keep your look and feel consistent across multiple documents.
Use Templates when you want to save the document text, in addition to the Theme. Once you have saved a Template, you can find it on your new screen when you create a new document.
At Beyond Paralegals, templating is just one way we save time and money for our clients.
Just think of the benefits. If you create templates and the templates are used by everybody on your team, then everybody saves time and everybody’s matters have the same structure; regardless of how they feel that day.
Even better, this uniformity helps with version control and can continue even as staff members come and go from your team.
Creating a set of templates and putting them in a shared environment is easy, take the time to create them to create a consistent look and feel across your documents.
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Corporations and law firms hire Beyond Paralegals to put systems, processes, and technology in place to help drive client services and improve workflows for better legal and business outcomes.
