Document template chains

When Document Templates are chained together, generating the first in the chain will cause all others to open until the chain ends. This process can prove beneficial when multiple Word documents or PDFs need creating at the same point in a Matter's task list.


Creating a Document Template Chain

Please follow the below steps to create your Document template chain:

  1. Click on Settings.
  2. Click on Documents.
  3. Find the Document you wish to start the chain with.
  4. Click the Edit Pencil on that Document Template.
  5. A modal window will open that contains a drop-down menu titled, This document is followed by. From here, select the Document Template you wish to be second in the chain.
  6. Click Save when complete.

The title of the first Document Template in the chain will now appear: "Title of 1st Document Template followed by -Title of 2nd Document Template"


Adding more than one document to the chain

  1. Click on Settings.
  2. Click on Documents.
  3. Find the Document first that you wish to be followed by another document (even if it is already part of a chain)
  4. Click the Edit Pencil on that Document Template.
  5. modal window will open that contains a drop-down menu titled, This document is followed by. From here, select the Document Template you wish to be next in the chain.
  6. Click Save when complete.


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