Custom Case Documents

Create custom PDF documents for your cases using templates that automatically pull in your case data — no manual data entry required.

Overview

Custom Case Documents lets you turn any PDF into a reusable template that your team can fill out and generate for individual cases. Upload a PDF, mark up the fillable fields, and Glade automatically maps those fields to your case data. When it's time to generate a document, your team can import case data with one click and review everything in a side-by-side view before submitting.

Case document templates are managed at the organization level under Building Blocks and can be used across all of your cases.

Creating a Case Document Template

1. Navigate to Building Blocks: Go to your dashboard and open the Building Blocks section. Select the Case Documents tab.
2. Upload a PDF: Click Create Case Document and upload the PDF you want to turn into a template.
3. Mark up fields: The PDF opens in a visual editor where you can draw and label fillable fields directly on the document — text fields, checkboxes, signature fields, and more. Name each field clearly (e.g., "Client First Name", "Filing Date").
4. Submit: When you're done marking up fields, click Submit. You'll see a confirmation dialog before the template is created. Glade converts your marked-up fields into a questionnaire that can be filled in for each case.

Tip: When you create or update a case document template, Glade uses AI to automatically map your PDF fields to common case data fields (client name, address, SSN, etc.). This means your team won't have to manually enter data that already exists in the case.

Generating a Document for a Case

1. Open a case: Navigate to the case you want to generate a document for.
2. Click Generate Case Document: From the case dashboard, find the Generate Case Documents card and click it.
3. Select a template: Choose which case document template you want to generate.
4. Import case data: Click Import case data to automatically populate fields with information from the case — client names, addresses, financial data, and more. Fields that match known case data will be filled in instantly.
5. Review and edit: Review the populated fields in the side-by-side view. The left side shows the form fields and the right side shows a live preview of the PDF. Make any edits or fill in fields that weren't auto-populated.
6. Submit: Click Submit to generate the final document. The generated PDF is added to your case documents automatically.

Auto-Fill from Case Data

One of the most powerful features of Case Documents is automatic data population. Here's how it works:

• Automatic field mapping: When you create a template, Glade's AI analyzes your PDF field names and maps them to the corresponding case data fields. For example, a field labeled "Debtor Name" is automatically linked to the client's name in the case.
• One-click import: When generating a document, click Import case data to fill in all mapped fields at once. Data is pulled from across your case — questionnaire responses, credit reports, manually entered information, and more.
• Edit anytime: Auto-filled values are just a starting point. You can override any field before submitting.

Customizing Auto-Fill Mappings

If you need to adjust how a field is auto-filled:

1. Open the case document template in the Building Blocks editor.
2. Select a field and open its autofill settings.
3. Use the Case Data dropdown to pick from available case data fields — the dropdown is filtered to show fields compatible with the field type (e.g., name fields show name options, date fields show date options).
4. For advanced use cases, toggle to the Advanced expression editor to write custom expressions.

Editing a Case Document Template

You can update existing templates at any time:

1. Go to Building Blocks and select the case document template.
2. The PDF editor reopens with your existing field markup.
3. Add, remove, or modify fields as needed.
4. Click Submit to save your changes. New fields will automatically get AI-generated case data mappings. Existing field mappings are preserved.

Side-by-Side View

When filling out a case document, the interface displays the form fields alongside a live preview of the PDF. This lets you see exactly how the final document will look as you fill in each field, making it easy to catch errors before submitting.

FAQ

What file types can I upload as templates?

Currently, Case Documents supports PDF files. Upload a PDF and use the visual editor to mark up the fillable fields.

Can I use the same template across multiple cases?

Yes. Templates are created once under Building Blocks and can be used to generate documents for any case in your organization.

What happens if the AI doesn't map a field correctly?

You can manually adjust any auto-fill mapping using the Case Data dropdown in the template editor. The AI mapping is a starting point — you always have full control over which case data populates each field.

What data sources does auto-fill pull from?

Auto-fill pulls from all available case data sources, including questionnaire responses, credit reports, manually entered data, and other information stored in the case. It uses the most recent value available.

Can I edit a document after generating it?

Yes. Generated documents are saved to your case and can be edited after generation.

What if I update a template after already generating documents?

Updates to a template only affect future document generation. Documents that were already generated are not changed.