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How to Prepare and Link a Template for Automation

Learn how to prepare and link a template for automation in Smarter Drafter Pro.

Before you can automate a Word document in Smarter Drafter, you need to prepare it correctly and link it to a form. This guide outlines the essential setup steps and how to establish the link between your precedent and form using the Word Add-In.

Instructions

1. Prepare Your Document
  1. Ensure the source document is in .docx format. If it's a PDF or another file type, convert it to Word.
  2. Review the document and familiarise yourself with:
    • Variables (e.g. names, dates, addresses)
    • Conditional content (e.g. optional paragraphs, role-based wording)
  3. Save the document to your local system or designated folder.

TIP: You can markup the document with comments or highlights to plan your automation before starting.

 

2. Set Up Microsoft Word for Automation

Before you open the Word Add-In, check the following:

  • ✅ Developer Tab is enabled
  • ✅ Design Mode is turned on

  • ✅ Paragraph marks are visible

These settings help you see the structure of your content controls and ensure reliable formatting.

 

3. Link the Template to a Form

  1. Open your document in Word with the Smarter Drafter Word Add-In installed.
  2. In the Add-In’s side panel, go to the Forms tab.
  3. Click the Forms dropdown to view available forms.
  4. Start typing the form name or scroll to find it, then click to select.

TIP: Once selected, the document is now linked to that form. The Add-In will refresh and display the available fields, conditional rules, and other automation tools.


Tips for Use

  • If the wrong form is selected, don’t worry—you can change it later using the Waffle menu.
  • You must link a form before you can access field lists, conditional rules, or run tests.
  • Always start with a clean, final version of your precedent to avoid rework later.

Common Issues & Solutions

  • Issue: I can’t see content controls or formatting marks.
  • Solution: Make sure Design Mode and paragraph marks are both turned on under the Developer Tab and Home tab, respectively.
  • Issue: My form isn’t showing in the dropdown.
  • Solution: Confirm the form has been created in Smarter Drafter and you have the right access.