Generating Documents from Templates

Created by Allison Cloyd, Modified on Sun, 15 Jan 2023 at 05:57 PM by Robert Butler

To generate a document from an uploaded template, open a matter and navigate to the documents section.
Documents tab within a matter

Then, click on the 'Generate' button and select the template you would like to generate the document from. When generating the document, you are able to specify a name for it, as well as the folder it should be generated within. Additionally, you can choose to download the document or view it in Office (if you are using the plugin). 

The document generation screen within a matter

Once you are happy with your settings, click on 'Generate' to create the document from the template.


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