How to create a new template (Non-barrister)

How a clerk/non-barrister can create a new template in BarBooks for Chambers

The guide and video below, will walk you through how to create a new document Template.

1. Navigate to the Templates tab on the side bar. 
2. Click on  the “Tags” button on the top right. 
3. Here you will find the various BarBooks field tags to use within your template. 
4. You will need to refer to this section while creating your template.
5. Create your template using an external system such as Microsoft Word.
6. Copy and Paste the relevant tags into your document and it will automatically pull the relevant data from BarBooks when your document is generated.
7. Once your document is complete, navigate back to the “Templates" tab on the side bar within BarBooks.
8. Click on the “New Template” button.
9. Select the relevant category. 
10. Upload the document you just created. 
11. Enter the appropriate name and document type.
12. Select “Create”.
13. The document will now automatically be added to the appropriate category. 
14. To Upload a new version, download or edit this document , click on the ellipsis on the far right.