Generating Documents from Templates

Modified on Sun, 15 Jan, 2023 at 5:57 PM

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.


Related Articles:

- Document Templates

- Document Templates - Webinar

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article