This article describes a method for storing boiler plate documents in Google Drive and then using those templates to stamp out new documents for a particular Contact or Matter.
- First, save your template in Google Drive under the Lolly Law/Library folder. It may be useful to append “TEMPLATE_” to the file name so that others know what it is.
- Next, go to Library section in Lolly and confirm it is visible to users from within the system. Click on the document to open it up in Google Drive.
- In Google Drive, go to File->Make a Copy. A prompt will appear to set the name for the new document.
- Then, go to File->Move to Folder. A second prompt will appear to choose the destination folder.
Note: If you do not see the Lolly Law folder listed under ‘My Drive’, it may be that you are not the owner and need to create a link to the Lolly Law folder under your ‘My Drive’. Learn How.