Document Editor - defenderData User Manual - US

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Document Editor

The document editor is used to modify the content of existing documents.

Toolbar Button Descriptions

Back
Return to the document list and abort any changes.

Save
Save changes to the current document.

Print
Save changes to the current document.

Undo
Undo the last modification.

Redo
Redo the last modification that was removed using Undo.

Cut
Delete and copy the selected text <Ctrl+X>.

Copy
Copy the selected text <Ctrl+C>.

Paste
Paste text that was previously Copied/Cut <Ctrl+V>.

Delete
Delete the selected text or text following the cursor <DEL>.

Find
Opens the Find window to search for text <Ctrl+F>.

Insert Template
Opens the Template window (See below for details).

Insert Merge Fields
Opens the Merge Fields window (See below for details).

Spell Check
Checks the document for misspelled words.

Inserting Templates

Enlarge picture Templates are custom documents with pre-created content that are stored for each attorney. The Insert Template button opens the Templates window as shown to the right.

Templates can be located for each attorney using the Defender Templates pick list at the top of the window. Once the desired template has been found, select it and then click the Insert button to import the template into the current document. To exit without selecting a template, click the Close button.

Next, select an attorney from the Defender Templates field to see a list of available templates. Once the correct template has been found, double-click the file or highlight it and click the Select button. To exit without selecting a template, click the Close button.

Note: The template will be inserted where the cursor is positioned within the document prior to clicking the

Insert Template button.

Once a template has been inserted, you will be returned to the document editor where further changes may be made or saved.

Inserting Merge Fields

Enlarge picture

Merge Fields are pre-defined fields that can be inserted into a document. These fields will automatically insert related case details and other information (such as the current date) into the document when it’s printed. The Merge Fields window, as shown to the right, is opened when using the

Insert Merge Fields button.

To insert a field, double-click the field name from the list or highlight the field and use the

Insert button.

To insert a merge field with specific formatting, highlight the field and use the

Insert with Formatting button.

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Example of the formatting window used for the Client First Name merge field.

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Example of the formatting window used for the Current Date merge field.