Hoowla’s document builder is a software tool allowing users to create and customise legal documents for various purposes easily from within the Hoowla Case Management platform. This document builder is designed to simplify the document creation process, saving time and reducing errors.
One of the key features of Hoowla’s document builder is its ability to automate the creation of legal documents based on data you have entered into the case. This means you can create bespoke documents quickly and easily without manually typing out all the required information.
You can create or customise document templates by merging data from a database into letters is a well-established process that has existed for some time. However, Hoowla takes this process to the next level by making it easier to manage and set up data merge letters than Microsoft Word. Hoowla’s document builder allows you to create data merge templates quickly and efficiently without any programming knowledge.
But Hoowla goes even further than this. It allows you to add decisions and loop over data without programming knowledge, so they can easily create sophisticated data merge letters. For example, when you want to add a specific paragraph to a care letter if a conveyancing case has a mortgage. With Hoowla, you can set up the data merge letter to check whether the case has a mortgage and then automatically add the relevant paragraph to the letter. This can save significant time and effort compared to manually or using Microsoft Word.
If you don’t want to create your own templates, Hoowla can set up the templates you need at no extra cost, adding your branding, clauses and terms so they’re ready to use straight out of the box.
What is data merging?
In this context, data merging refers to the process of combining data from a database with a pre-designed letter template to create a customised document. This is commonly used to generate letters, emails, and other documents that include personalised information, such as names, addresses, and specific details related to a particular case or transaction.
With data merging, you can create a template document with placeholders for the data to be merged. The data is typically stored in a database or spreadsheet and can be linked to the template using a unique identifier, such as a case or customer number. When you initiate the data merge process, the system automatically fills the placeholders with the corresponding data from the database, creating a customised letter or document.
For example, in the case of Hoowla, if you need to create a care letter for a conveyancing case that includes specific details about the property and the parties involved. You can create a template care letter with placeholders for the property address, mortgage information, and other relevant details. The data for each case can then be stored in a database and linked to the template using the case number. When you initiate the data merge process, the system automatically fills the placeholders with the corresponding data from the database, creating a customised care letter for that specific case.
We do offer integration with Microsoft Word. With this integration, you can import case information directly into your Word documents, allowing you to edit and customise the information as needed.
This feature provides a convenient way to combine the power of the Hoowla document builder with the flexibility and familiarity of Microsoft Word. Whether you are already comfortable using Word or need to take advantage of its advanced formatting and editing features, you can easily incorporate Hoowla’s case information into your Word documents and streamline your document creation process.
If you would like more information or a tutorial on using the Hoowla template builder, please call us! Our friendly team are on hand to help.
Alternatively, if you are new to Hoowla and like what you’ve read, why not sign up for a free, no-obligation demo of our case management system?
This article was submitted to be published by Hoowla as part of their advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.
