How can I customize the generated documents?

You can easily customize the main terms of any document set by entering information into fields. If you need to go beyond the main terms, you can use the Switch Forms feature to customize the underlying forms. 

If your client wants to use the Switch Forms feature, they should do so only with assistance from an attorney. The attorney can ensure that the customizations are appropriate for the client’s circumstances and don't create any unintended side effects.

This article will cover:

How to customize the main terms of a document

To customize the main terms for any document set, enter information into the fields. 

How to use the Switch Forms feature to customize the underlying forms

If the customizations you want to make can't be made by editing the main terms in the document set, you can use the Switch Forms feature to customize the underlying forms.

  1. Once you've started a document set, go to the Documents tab of the summary panel.
  2. From the Documents menu, open the action menu for the document you want to modify. Then click Switch Forms.

  1. Select the document you want to modify and then download its form.

  1. Edit the form in Microsoft Word. Make sure you don't add any new form tokens or remove existing ones. (Form tokens are text that begin and end with two square brackets.) Once you're done, save the form. Make sure change tracking is turned off.

  1. Upload the modified form.

  1. Click Confirm.

  1. Verify which form you want to switch and click Switch Forms.

  1. Finish entering any necessary information in the document set. After reviewing the information, you can download the generated documents to verify they use your modified forms.
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