Coding the Template

There will be so many possibilities to learn about in coding, but we will start with some basic steps to get you comfortable. Using our sample, you can see that we have chosen to use key words and then highlight them to easily see what we would like to code. Should you be revisiting this lesson, you might want to check in here for more information as future changes might cause errors in this lesson plan.

1. Find the first place you would like to add a variable to your template. In our sample, we are going to skip to the New Client Name.
2. Place your cursor in the template just before the text you are replacing.
3. Go to the Search bar in your Variables list and type client.
4. This will open the Client object variable and show you all variables you can choose to use to represent the client.
5. Click on the Variable Menu (the three dots next to the variable name) next to FirstName and select Insert content to Document.
6. Go to the place in the template where the variable just inserted and add a space after {[FirstName]} to separate the answers for FirstName and MiddleName.
7. Repeat steps 5 and 6 to add MiddleName and LastName.
8. Next place your cursor in the template where you would like Address1 to begin.
9. Click on the Variable Menu next to Address1 and select Insert content to Document.
10. Start a new line and add Address2.
11. Start a new line and add City, State and Zip in the correct order with spacing and appropriate punctuation.
12. Next in the RE: line of the letter, you can actually copy and paste the client name from the recipient’s address section making sure appropriate spacing is included.
13. To complete the RE: line, insert the MatterName variable by starting at step 3. You should find it under the Matter object.
14. Skip to Date and look for the MeetingDate variable to insert. You should find it under the Engagement object. (Do not forget to place your cursor in the correct spot and adjust spacing).
15. Go to Type and look for the Type variable to insert. You should find it under the Matter object.
16. Finally, go back to the recipient’s address section and copy the client name again to paste at the bottom of the letter for the client’s signature line.
17. If you are comfortable, you can remove the marked up placeholders that you have replaced with variables so far but do not remove any others yet as we will need them later.
18. Click Save in the Knackly navigator bar to save all changes you have made to the template.

The variables we skipped will be addressed in the next practice learning course. Continue to the next topic to test your work.