Lawyaw is here to help you set up your automation as efficiently as possible. If you're just getting started, here's our Quick Reference Guide. It also can be helpful to follow a few guidelines and best practices.
But document automation is an iterative process. Especially early on you may find yourself making multiple revisions to your templates. Our Template Services team can help you with that as well.
Our new Template Checker service is available to any Document Automation customer (MS Word templates) that would like to have one of our automation experts review your template(s). With this free service, you will receive a written report from our team of experts flagging any errors or potential issues, as well as making other suggestions for improvements or alternative designs you may want to consider to maximize data reuse and the benefits of your automation.