When you have finished creating your Document Template with all of your Merge Fields, you are able to generate the document for different Matters.
To generate a document:
- Navigate to the Matters section and select a Matter No to open the Matters details, then click on Documents in the menu bar and select the Document Templates tab.
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Locate the Template you would like to use and click the thunderbolt icon(
) on the right side of the grid to display the Document Generation modal.
- Enter or select an option from the drop- down list in the Select Matter field and click Generate Document.
- Enter or select an option from the drop- down list in the Select Matter field and click Generate Document.
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Enter a name in the Rename field and click Save Document. The document is saved to the Matter's Documents in CARET Legal.
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If you'd like to save it to your computer, click Download generated file.
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If you'd like to save it to your computer, click Download generated file.
- Voila, you generated a document using Document Automation! You can now share the Document via Caseway or send it as an email attachment without leaving CARET Legal.