What is the Neostella Add-In
It’s a Microsoft Word Add-In that lets the user build reusable Templates with Field Tags, Lists, tables and Conditionals.
These Templates can then be used to automatically generate customized documents (contracts, invoices, forms, reports, etc.) in Neostella platform, when users are managing their projects in the Cases workspace.
Who can use this feature
Any user with valid Neostella credentials and the corresponding permissions.
What Word versions are supported
- Word on the web.
- Word 2016 or later (Windows).
- Word on Mac.
- Word on iPad.
How do I get started
- Install the Neostella Add-In in Word.
- Log in with your credentials.
- Select your Tenant and Object.
- Create your Template using Word formatting plus Field Tags, Lists, Tables and Conditionals.
- Save it locally and then Publish it to make the Template available in Neostella.
For detailed instructions, please visit: Neostella add-in Document generator - Overview.
Do I need to save my Template locally before publishing
Yes. the user must first save the Word Template on your computer, and then publish it through the Neostella Add-In.
What happens after I publish a Template
Once the Template is published, it becomes available in Neostella and can be selected when generating documents from a Project.
When used, the platform replaces the Field Tags with data from the selected Object and its related Objects, generates Lists and Tables, evaluates WHEN conditionals, and automatically saves the generated document in the Project’s Documents section.
What are Field Tags, Lists, and Conditionals
- Field Tags: Placeholders for data (like {{object.name}}, {{object.date}}).
- Lists: Insert collections of items (like a List of injuries).
- Conditionals: Rules that control whether certain text appears.
For example: show a clause in the document only if the client is under 18.
Do I need to log in every time
No. After the first login, the user only needs to choose your Tenant and Object when starting a new Template.
How do I generate documents
Before generating documents, ensure that the required setup is completed, including Template creation and publishing, Object configuration, and the Document Generation button setup.
For detailed instructions, please visit: Neostella add-in Document generator - Overview.
Once everything is configured:
- Navigate to the Cases workspace, Projects menu.
- Open the Project where you want to generate the document.
- Locate the section with the configured Document Generation button.
- Select the published Template from the available options.
- Click the button to generate the document.
Neostella generates the document based on the Template structure, replaces Field Tags with the corresponding data, and automatically saves the document in the Project’s Documents section.
WHEN Conditional Example
This example explains how a WHEN Conditional statement works.
| Conditional RESERVED WORD | Field Tags | Conditional OPERATOR | Value |
| WHEN | Case Type | EQUALS TO | Personal Injury |
|
Content block: This case requires the preparation of a demand letter, including medical expenses, liability details, and damages. | |||
Explanation: This condition states that if the value stored in Case Type is Personal Injury, the content block will be displayed in generated documents.
- If the Case Type = Personal Injury, the condition is TRUE, and the content block will be displayed in the generated document.
- If the stored value in Case Type = Immigration, the condition is FALSE, and the content block will NOT be displayed in the generated document.
WHEN-OTHERWISE Conditional Example
This example explains how a WHEN-OTHERWISE Conditional statement works.
| Conditional RESERVED WORD | Field Tags | Conditional OPERATOR | Value |
| WHEN | Jurisdiction | EQUALS TO | Florida |
|
Content block: Dear {{FirstName}}, Based on Florida regulations, your case requires a pre-suit notice before filing a claim. | |||
| OTHERWISE WHEN | Case Stage | EQUALS TO | Intake |
|
Content block: Dear {{FirstName}}, Your case is currently in the intake stage. Our team is reviewing the information provided and will contact you with the next steps. | |||
| OTHERWISE WHEN | Insurance Status | EQUALS TO | Uninsured |
|
Content block: Hi {{FirstName}}, Since the at-fault party is uninsured, your claim may proceed under uninsured motorist coverage. | |||
Explanation:
Condition 1:
If the value stored in Jurisdiction is Florida, the condition is TRUE, and the first content block is displayed. The following conditions are not evaluated.
- If Jurisdiction = Florida, the first block will be displayed once the document is generated by using the Document Generation button.
- If Jurisdiction = Texas, the condition is FALSE, and the system evaluates the next OTHERWISE WHEN condition.
Condition 2:
If the value stored in Case Stage is Intake, the condition is TRUE, and the second content block is displayed.
- If Case Stage = Intake, the second block will be displayed once the document is generated by using the Document Generation button.
- If Case Stage = Litigation, the condition is FALSE, and the system evaluates the next OTHERWISE WHEN condition.
Condition 3:
If the value stored in Insurance Status is Uninsured, the condition is TRUE, and the third content block is displayed.
- If Insurance Status = Uninsured, the third block will be displayed once the document is generated by using the Document Generation button.
- If Insurance Status = Insured, the condition is FALSE, and no additional content blocks are displayed.