EasyEviction can fill out custom document templates with fields from your evictions. This example will show you how to customize your DOCX template and get it ready for automation.

Step 1: Set up your document

Start by logging into EasyEviction and selecting the Document Templates link found under the Settings menu:

If you cannot find the Document Templates option you may be logged in as a non-admin user or the non-attorney portal. At this time you must be an admin attorney user to access the Document Templates option.

On the Document Templates page press the "+" button in the bottom right and the subsequent the Upload Word Document button. Or click this link to go directly to the page.

You will now be on the "New DOCX Document Template" page on the first step--"Setup your DOCX document template." Here you can find all of the fields available for filling your template.

Note: If you do not wish to populate your document with any fields continue to the next step

Click a row to copy the template field to your clipboard. As an example, click the #tenants# field from the list.

Paste the field directly into your DOCX document by clicking Edit and then Paste and Match Formatting (or simply Paste if the formatting option is not available).

Note: Typing the field into your document can result in formatting issues leading to an unsuccessful document generation experience. Copying and pasting as described above provides the best results.

When you've pasted your field you can optionally apply formatting to that field. For instance, see the #tenants# below is in Bold format.

When you're ready, save your document, press the Next button in EasyEviction, and continue to the next step.

Step 2: Upload your template

In the Template details step, the following fields are required:

  • Name

  • Type (Eviction, Notice, etc)

  • Upload File (select a file)

Once the fields above are filled out and you've selected the template you created in the last step (by clicking on the Upload File field) you're ready to save your template. Simply click the Save button in the top right of the form.

You're now ready to start generating your document!

Step 3: Generate your document

Navigate to an eviction you wish to use to populate your template. In the Action Center click the Generate Document tab.

In the Generate Document tab, select the new template you just uploaded and press the read Generate button.

You should immediately see a new history item in your timeline indicating that the document is being generated.

Once the document has been generated, the Generating... button should be replaced with a Download button and a "Document generated successfully" message should pop up at the bottom of the screen.

Clicking the Click to Open or Download button should download the new, filled out document template to your computer.

You should now be all set.

And as always, don't hesitate to message us directly if you run into any issues!

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