Customize your Term Sheet in Word

With ADR Notable, it's very easy to use the tools you use every day to create a customized Term Sheet.  Here is an example of how you can use ADR Notable with a Microsoft Word template to generate a personalized Term Sheet in less than a minute...

When would this be useful?  The easiest way to generate a basic agreement document is to create the Term Sheet completely in ADR Notable, using your own clauses that you have stored in My Library.  Read Creating a Term Sheet to learn how easily this can be done!  But perhaps you have more complicated agreement documents for certain types of cases, or you want an agreement document on your own letterhead.  You can easily transfer the actual agreements (along with any clauses you want to include) into a pre-formatted form that already includes the language needed for a specific type of case.  You have the choice to securely store the form and the final agreement right in ADR Notable's secure cloud storage or on your own computer or cloud storage.   Let us show you how...

This is the Term Sheet Donna Parsons created in ADR Notable and Microsoft Word.  A copy of this Word document is attached below.

Option 1:  Keep it all securely in ADR Notable.  You can upload your own Term Sheet form and store it securely right in ADR Notable.  Download it to Word from your Term Sheet screen, copy the information into your document, save it to your Retained Files folder, and it is securely stored, ready to be shared and edited as needed.  See how this works...

INSERT VIDEO HERE WHEN SCREEN EDIT IS MADE

Option 2:  Do you prefer to work directly in Word?  No problem!  First, create your template in Microsoft Word and save it as a .dotx file in your Custom Office Templates folder on your PC.  (You only have to do this one time, and we have attached Donna Parsons's Term Sheet template below as an example.)  For more information, read the Microsoft Help article about creating Word templates.

When you are ready to create your Term Sheet, open both Word and ADR Notable.  In Word, select File and <Your Template Name>.  In ADR Notable, select the Copy button for each of the three text blocks and paste them into your own Word Term Sheet document.   Watch the short video below to see a Word version of the Landmark Mall Term Sheet created in less than a minute!  

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