Word Document Automation 101

Do you know how Gavel's Microsoft Word document automation works? Today, we're highlighting how our platform syncs with our Word add-in to automate your .docx documents.

>>> How does Gavel's Word automation work? <<<

First, sign up for a Gavel free trial (no credit card required).

Next, there are 5 steps to generate a document.

1. Create a workflow: a questionnaire to collect inputs to generate legal document sets. Here?is a workflow that generates an advisor agreement.
2. Insert the dynamic fields (aka variables) you want populated in your Word or PDF document sets.
3. Word? Install the?Word add-in?by following this guide.?PDF? Insert variables on?Gavel's platform.?
4. Upload your Word or PDF?document sets with inserted variables?to your workflow.
5. Run?the workflow and?share the intake questionnaire link.

Your document is ready after the questionnaire is completed!

>>> Two clicks to set up the Word add-in <<<

Q: Why do I need to download the Word add-in?

A: Our no-code Word add-in makes setting up documents without syntax or code easy, working directly from Microsoft Word. Gavel's Word add-in lets you insert complex logic, calculations, lists, and cross-references into your Word docs. It also means that anything you can do in Word, you can do in Word documents generated by Gavel.

Q: Why shouldn't I stick with "find and replace"?

A: By automatically generating Word document sets from a Gavel intake form, you can ensure formatting is always consistent. Documents are always accurate and error-free because attorney’s rules are used. Automating Word documents also takes a fraction of the time as manual document drafting.

Q: Do I need to install the Word add-in for PDFs?

A: No. If you do not plan to use Gavel for Word document automation, you do not need to install the Word add-in. Gavel's new PDF automation product features a visual PDF editor that lets you view your PDF side-by-side with your automation rules directly on the Gavel platform.

Check out our 2024 Legal Tech Trends Report

Explore the top trends shaping the legal industry in 2024—featuring interactive worksheets to plan for your firm. This report is free! (And we won't make you enter any of your personal data.)

>>> Get the Report <<<

Start automating with Gavel today?

Start my free trial?(no credit card required).

Schedule a free strategy call to discuss how to automate your firm.

Love Gavel? Click here to refer a friend.

Want to stay up-to-date on legal tech news? Follow Gavel's CEO, Dorna Moini , at @dorna_at_gavel for regular social updates!