In this article:
The LawVu Word add-in is designed to let you open, edit, and save documents to and from LawVu without logging into the main LawVu application.
With the LawVu Word add-in, you can quickly and easily edit files that exist within LawVu, without the need to first download the documents to your PC. These can then be saved back into LawVu as new versions, or as entirely new documents. When opting to overwrite as a new version, LawVu will display the version history to provide an accurate audit trail.
How to Install the LawVu Addin
To access the Microsoft Store simply click Insert in the toolbar in Word, select Add-ins and go to Store.
Alternatively, you can search for the Microsoft Store via your preferred search engine. Once in the Store search for "LawVu" then simply follow the on-screen instructions.
To use the LawVu Addin you will need a Microsoft Office 365 subscription.
Upon logging into the LawVu add-in, the LawVu taskbar will appear on the right side of the screen.
If you dismiss the LawVu taskbar you can access the same options using the LawVu add-in options in the Word toolbar.
Save a document to LawVu
To save a document to LawVu choose the Save to LawVu option.
You will be prompted to select the appropriate matter or contract, either from a recent list or by searching the matter or contract in LawVu.
Once a matter is selected, navigate through the folders (if any) and then click the Save to Folder button.
To save a contract, you have two options: 'Update contract' or 'Save to Files'. Choosing 'Update contract' will save the document as the main contract file. To update the contract file, click on the existing contract document, update the file name (if needed) and click Save as latest version. Note: The contract file will only be replaced if the existing contract file is a Word document.
To 'Save to Files', navigate through the folder structure (if any) in the Files Tab and save to the desired folder.
When saving an existing document after an edit, select the file you are saving and click on 'Save as latest version'. Once complete, you will see a success message indicating that the document has been saved into LawVu.
Open a document from LawVu
To open a document from LawVu, click Open from LawVu and select a matter or contract from the recent matter list, or search for the specific matter or contract. You will see the list of files contained therein.
Navigate through the folders, if any, to find the file you want to open. You will see the success message as a new window opens with the selected document.
You can then edit the document and save it back to LawVu. (See above instructions for Saving a Document to LawVu)
Note - Please note that only .docx format documents are supported. Other file formats remain visible, but cannot be opened if incompatible with Microsoft Word. For contracts, you can also open and edit the main contract file.
Populate a Word Template
One of the main additions to our new add-in is the ability to populate a Word template with information from LawVu. This template contains merge fields that correspond to the values stored in the LawVu matter/contract fields.
To start populating your template, choose Populate template option from the add-in taskbar and decide whether you want to populate from a matter or a contract.
Note: only .docx files will be displayed.
Once you select the matter/contract you want to pull the data from, you will get two options: Populate and save to matter/contract and Populate only
Once you make your choice, you will notice the file will populate with the field values in the matter/contract. It will also tell you all the merge fields that it has found in the document that it could not replace if any.
If you select Populate and save to matter, it will ask for the file location where you want to save the newly populated file.
The workflow above is similar to contracts. Upon saving the populated file to LawVu, you will get the option to either save it as a file in the Files section or save it as the main contract file.
How to create a merge fields Template
To create a merge fields template that you can use to auto-populate fields, your Administrator will need to navigate to the Matter details of the corresponding matter type by going to Settings / Matter management
Click to copy the desired merged field :
and then paste it into your template :
Continue doing this for all desired merge fields and then use the process above to auto-populate the template.
Potential Issue: Unable to open a particular file.
Method of Resolution: Check the file format. Only modern .docx files are currently supported. Older .doc files will need to be saved to your PC and have the format converted to .docx