How to Use the Document Generator in Lexzur

Objectives

• Prepare the Word Template with variables

• Generate a document using predefined Word templates with dynamic variables.

Steps

Step 1: Create Your Document Template

• Prepare a Word document (.docx) that will serve as your template.

• Use double percentage signs (%%) to define variables.
  For example: %%ClientName%%, %%Date%%

• These variables will be automatically transformed into fillable fields during the generation process.

Step 2: Upload the Template to Lexzur

• Navigate to the iDocs module from Lexzur’s main menu.

• Create a new folder (e.g., "Document Generator").

• Upload your prepared .docx template file into this folder.

Step 3: Set the Template Folder Path

• Go to System Settings → Attachments section.

• Locate the field: Document Generator Templates Folder.

• Set the folder path to the one you just created in the iDocs module.

• Save.

Step 4: Generate a Document Using the Template

You can generate documents from:

• The Attachments tab in any module (Matters, Contracts, Cases, etc.)

• Or directly from the iDocs module.

Here’s how:

• Click on the Generate Document icon (next to the Upload button).

• Select the template you want to use.

• A form will appear with all the variables defined in your template.

• Fill in the required fields.

• Click Generate.

The document will be instantly created and saved in your current folder.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!