Introduction to MassDraft Templates
MassDraft is a powerful document automation tool that streamlines the drafting, updating, and signing of large volumes of documents. This article provides a step-by-step approach to creating, uploading, and automating templates within MassDraft.
Creating a New Template
Step 1: Access the Templates Tab
Templates in MassDraft are available only to Organisation Admins. Admins can create templates for the entire organisation to use, and all organisation templates are stored in the Templates tab. To create a new template, click the “Create template” button, or upload an existing Avvoka template using the upload button.
Step 2: Choose a Template Creation Method
MassDraft provides multiple ways to create a new template. When under the "Templates" section inside a deal, you can choose either of the three below ways to create templates:
Import from Deals – Select from organisation templates or reuse templates from previous deals.
Upload a File – Drag and drop a .docx file to automate using SmartAutomation.
Start from Scratch – Create an empty template and manually automate it by uploading a .docx file to your template.
Step 3: Configuring the Template/Templates Overview
Templates are displayed in the “Templates” section, where users can navigate between them by clicking their names to view details and configure settings.
Users can set generation conditions to dictate when a document should be created (e.g., "Jurisdiction = US") and review existing data points, resolving warnings by mapping them in the “Data” section.
Templates can be managed using action buttons: upload a replacement file, delete the template and its associated data points, or edit the template for text and automation changes, including custom edits without SmartAutomation.
Additional templates can be imported via “Import from deals” or uploaded as .docx files."
If you wish to skip this step, select “Do not detect automation” and click on “Import”.
Uploading a File with SmartAutomation
SmartAutomation helps automate .docx files by detecting pre-marked variables. If you selected this option to upload file: "Click here or drag and drop docx, avvoka files here to upload", you’ll be prompted to use of SmartAutomation function.
Upload a .docx file.
Choose to detect automation like placeholders or/and conditions
SmartAutomation can automatically apply automation to your .docx files. This relies on users marking up their templates in a specific way before uploading. For mark-up instructions, please refer to this online article here.
Click Import to process the template.
Editing a Template
Once uploaded, templates can be edited in the MassDraft editor:
Text Edits – Modify the document content.
Automation Edits – Insert variables, conditions, and dynamic fields. For more information on automating your document, please see Automation 1.0.
Docusign Tags – Insert electronic signature fields by selecting Insert Docusign Tag from the Automation tab.
Download & Upload for Offline Editing – MassDraft also allows users to edit their templates offline in Microsoft Word and re-import them back. To do so, use the Download/Upload buttons. To make sure your automation is retained, use the “.docx with automation” functions.
Assigning Data to Templates
To ensure the correct data populates your template:
Navigate to the "Data" tab.
Upload an existing .xlsx file or manually enter data.
Assign data attributes by mapping column headers to template variables. MassDraft links spreadsheet headers to template attributes, and if a warning symbol appears due to mismatches or changes, use the “Assign attributes” button to create a new column or assign existing ones, allowing multiple columns per attribute.
Generating and Reviewing Documents
Once templates are set up:
MassDraft generates documents based on uploaded data.
Users can review, edit, and download documents before sending them for execution.
Documents can be grouped and downloaded in bulk or individually.
Conclusion
MassDraft simplifies document automation, allowing organisations to efficiently create, manage, and execute high-volume agreements. By following the steps outlined above, users can streamline their workflow and ensure accuracy in document generation and execution.