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:
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Navigate to the desired Matter where you intend to use the templated document, then click on the Documents tab and select the Document Templates tab as shown below.
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Locate the Template you would like to use and click the (
) Generate Merged Document button on the right side of the template you wish to use. This will display the Document Generation box as shown below.
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You can then rename your template to something more unique as it's saved to the matter. After the rename field, you can click Save As Z Doc. The document will then be saved to the Matter's Documents in CARET Legal.
- If you'd like to save it to your computer, click Download.
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If you'd like to save the document as well as email it from CARET Legals' email, you can click SAVE AND EMAIL.
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.
To see this in action, check out this helpful video guide.