Insert File on Word DocAssist Editor Ribbon

The Insert File tool allows the DocAssist Editor to insert a document into DocAssist precedent. This feature is currently only available to use with iManage software.

Some examples of its use are:

• Annexures to a deed are required that are in themselves standalone documents in a matter
• A schedule of legal costs rates needs to be included in a client engagement letter and must be updated automatically to the most current version when used

Insert File should be used instead of the DocAssist Editor Clause Bank Insert feature ie (Clauses) if the user is not required to select a particular document or documents and the Insert File document always needs to be inserted into the base DocAssist precedent.

The Insert File Document can be another DocAssist precedent however the DocAssist Pane will only show the DocAssist base precedent content controls.

Insert File

Select the Insert File button in the Assemble Grouping on the Word/DocAssist Editor Ribbon.

The following dialog will appear.

Setting up an Insert File in your DocAssist Precedent

• Create a Tag name
• Create a Title (or tab to use the tag name)
• Create Placeholder text (or tab to use the tag name)
• Click on the Select button
  • Navigate or search for an iManage document.
  • Select the required document.
  • Check Get the latest version (to ensure the most current version is inserted)
  • Check the Delete control on insert (if the document will not need to be updated with additional matter data at a later date, which can be done by selecting the matter again from the DocAssist Pane)
• Select the Insert button
• A content control is inserted into your document at cursor location

Using the Insert File Tool

The Insert File document is inserted on creating a document based on the DocAssist precedent that contains the Insert File Document/s.

Please contact us if you are on an older version of DocAssist and would like to trial this feature.