Document Assembly > Upload a document template


Upload a document template

You can create a template locally using Word or an HTML editor, and then upload it (in DOCX, HTM, or HTML format) to Amicus. It may contain just standard text or text plus Amicus variables and commands.

If you've edited a local copy of a template, you can upload it back to Amicus as either a replacement or a new template. Amicus compares the new template name against existing template names.

If you upload a template created in Amicus Small Firm (in DOCX format) to Amicus Editor, the variables that correspond directly to Amicus Cloud variables are automatically converted. For details, see Document Template Design.

From the Amicus taskbar in the Document Templates view, click Upload Template

Upload with details

        Computer files – Browse to and select a template to add.

        Name, Description, Availability, Category, Edit format – Enter details for the Amicus template.

You can upload as an Amicus Word template if uploading DOCX, or as an Amicus Editor template if uploading HTM, HTML, or DOCX.

If the name is not unique, you'll be given the option of replacing the existing template that has that same name, or adding a new template with a different name.

Or, on the Amicus Cloud ribbon in Word, click Upload Template

        (This feature is available once you've installed the Amicus Cloud Office Add-in. For details, see How to use the Microsoft Office Add-in for documents and document templates.)

        Fill in details: name, description, category, availability, edit format.

You can upload as an Amicus Word template if uploading DOCX, or as an Amicus Editor template if uploading HTM, HTML, or DOCX.

If the name is not unique, you'll be given the option of replacing the existing template that has that same name, or adding a new template with a different name.

        Create, view, or edit a document template in Amicus Editor

        Create, view, or edit a document template in Word

        Generate a document in Amicus

        Generate a document in Word


Amicus Cloud (January 2023)

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