How do I use Document Automation?

  • Updated
Document Automation allows you to create Document Templates in Microsoft Word with Merge Fields for Matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks.
  1. If you'd like to create a document template using the default Matter and Firm related merge fields CARET Legal provides.
  • If you're looking to create your own custom merge fields

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