The Neostella Add-In lets users create reusable document Templates directly in Microsoft Word. These Templates can then be used in Neostella to quickly generate documents filled with the right data just by clicking a button.
When creating a Template, users choose a Tenant and a primary Object as the main data source. From there, users insert Field Tags, which act as placeholders for data. Field Tags can come from:
- The selected (main) Object.
- Related Objects connected through configured Relationships (For example, a Case Object related to a Client Object).
When a document is generated in Neostella from a Template, Field Tags are replaced with the corresponding data value from the selected Object and any related Objects included in the Template.
Templates can also include:
- Field Tags that will be replaced for the corresponding value.
- Lists to display multiple values from array-type Fields.
- Tables to dynamically generate rows and columns from object-type Fields.
- Conditionals (WHEN / WHEN-OTHERWISE) to show or hide content based on data conditions.
This feature is ideal for documents that follow a consistent structure but require different data per case, such as engagement letters, demand letters, intake forms, invoices, reports, and legal notices, while preserving Word formatting, improving consistency, and reducing manual work.
Key Benefits
With this feature, users can:
- Standardize documents by using approved templates across cases and teams.
- Generate documents faster by replacing manual copy/paste with automated data insertion.
- Pull data from the main Object and related Objects using configured relationships.
- Reduce errors and improve consistency by using a single template structure with reliable data mapping.
- Preserve Word formatting (styles, headers/footers, tables, layout) in generated documents.
- Handle repeating data at scale with dynamic Lists and Tables.
- Control what appears in the final document using When / When-Otherwise conditionals.
- Reuse common elements by saving Field Tags (and other components) as variables for quick insertion.