Modules
Modules are reusable building blocks: maintain a clause once and use it across many templates, updating it in a single place.
- Functions of Modules Imagine editing a template and noticing that you need parts of that template in other templates.
- Insert Modules in Templates To add a module to a template, click the INSERT MODULE button in the template's edit mode (top right corner). All your stored modules are listed alphabetically…
- Modules for Knowledge Management You can centrally manage and update all parts of a module. This keeps your templates up to date in case of jurisdiction updates and content changes with just a…
- Use Modules to Synchronise Responses You can synchronize responses via a module on a case- or client-related basis or on a file or sub-file-related basis.
- Create & Edit Modules There are two ways you can build your module.
- Identify Modules in Templates Click on INSERT MODULE in the template to open the module list and to temporarily highlight modular elements, i.e. question sections and/or headings from a mod…