Generating a word document

This help article will explain how to generate a Word document from a Matter's Docs & Emails tab and from its task workflow.

Generating a Word Document within Docs & Emails

To generate a Word document from a Matter's Docs & Emails tab, follow the below steps;

  1. Enter the relevant Matter.
  2. Enter the Docs & Emails tab.
  3. Click New Document.
  4. Click on the relevant Document Template from the list.
  5. From the drop-down lists, select the document's recipient and a letterhead (if required).
  6. Under Document Generation Options, choose Edit in Microsoft Word. Then, click Confirm.
  7. If your selected Document Template includes Custom Fields, answer the Custom Field questions. Then, click Confirm.
  8. The document will open in Microsoft Word.

Generating a Word Document from a Matter's Task Workflow

To generate a Word document from a Matter's task workflow, its Matter Template must include a Task or Subtask that is the Create Document type. The Create Document type provides a hyperlink on the Matter's task workflow that, when clicked, generates the specified Document Template. To generate a Word document using this method, follow the below steps;

  1. Enter the relevant Matter.
  2. Enter the Tasks tab.
  3. Click the blue title of the Create Document Task or Subtask.
  4. From the drop-down lists, select the document's recipient and a letterhead (if required).
  5. Under Document Generation Options, choose Edit in Microsoft Word. Then, click Confirm.
  6. If your selected Document Template includes Custom Fields, answer the Custom Field questions. Then, click Confirm.
  7. The document will open in Microsoft Word.

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