This article explains the new updates to the Document Editor and Template area on Avvoka. These updates serve to facilitate mass revisions to templates and enhance collaboration on the generated first draft document.

Template

Click to activate format settings

When you first open the templating area, you will not be able to view formatting settings in the bar on the right hand side until you click into the editor on the screen. This has been implemented in order to save you time loading up your template.

Click to maximise the sidebar windows

Rather than dragging and dropping the menus from the right hand side to the middle of your screen, you’ll need to click the pop out icon to bring them out.

Once you’ve brought it out to the middle of the screen, you can hover over the name to move it around.

Want to put the menu back in the side panel? That’s easy, simply press the same button again.

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Global editing function

With the new global editing capability, you’ll be able to make changes to multiple conditions or number masks simultaneously. Where you have a condition or number style repeated in a document, click to edit one and then click on the globe button at the top right of the menu. You will then have selected all instances of that condition or numbering mask being used.

How do you know that you’re working with multiple conditions or numbering masks? Well, you can see below that there are two instances of conditions in my document that are “Test Equals Yes”. This is denoted by the (2) next to Block Condition.

Now if you change this condition, the change will be reflected across the second matching condition as well.

Document Editor Updates

Assigning via dropdown

Assigning tasks to someone is a little different than before. Now, simply press the icon in the top right corner of your comment.

You’ll now be able to select from a dropdown list of everyone on your profile for who you want to assign the task to. After you select the name and email from the drop down, the user will receive an email to let them know that they’ve been assigned a task.

However, you still have the option of assigning tasks using the ‘@’ function on your keyboard as in the existing comments functionality, simply type your comment and then ‘@’ to select the name and email of the user.

Assigned Tasks

How do you know which tasks have been assigned to you? Well, it will be marked in orange rather than the standard blue. This will help you to distinguish your tasks from others. You’ll also see that it says “Task assigned to Your Name” at the top.

Once you’ve completed a task, click on the ‘Mark as done’ button. Everyone on the profile will be able to see who the task was completed by.

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