NuvoDraft

Filevine DocGen guides

Hands-on, no-fluff guides to building Filevine DocGen templates — including the tricky parts most firms get stuck on.

Filevine DocGen turns project data into repeatable legal documents, but reliable templates require more than dropping field names into Word. These guides explain the complete workflow: finding the right merge codes, formatting dynamic values, handling conditional language, building maintainable letterhead, and testing the finished document.

New to DocGen? Start with the step-by-step template guide, then use the focused guides when your document needs dates, pronouns, or firm information that updates automatically.

Getting started

How to create a Filevine DocGen template (step by step)

Turn a Word document into a working Filevine DocGen template: merge-code structure, the Field List, uploading to a DocGen button, and testing.

 Advanced

Dynamic gender pronouns in Filevine DocGen (his/her, he/she)

Use Word IF fields so DocGen fills the correct pronoun from each party's gender automatically — no manual find-and-replace after every generation.

 Advanced

Dynamic date fields in Filevine DocGen (formats & ordinals)

Control date formatting, use the built-in TODAY code, and generate ordinal datelines like "this 8th day of July, 2026" — the reliable way.

 Best practices

Letterhead best practices in Filevine DocGen

A clean logo that renders in Word and PDF, live org codes for firm name, address, and phone you update in one place, and when a hosted header image is the better call.

 Advanced

Address fields in Filevine DocGen (one-line, block & per-line)

The same address, three shapes: one line for paragraphs, a name-and-address block for letters and envelopes, and per-line codes for letterhead. When to use each.

A practical Filevine DocGen learning path

  1. Build and test your first template.
  2. Standardize dates and legal datelines.
  3. Add conditional pronoun fields.
  4. Make letterhead easy to maintain.
  5. Format addresses for paragraphs, letters, and letterhead.

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