Create document

A Create Document Subtask makes a link on the Matter's workflow that, when clicked by the user, generates the specified Document Template. Create Document can only be used for Subtasks, not Tasks.

Setting Up a Create Document Subtask

To set up a new Create Document Subtask, enter Settings, then Matter Templates, then click Edit on the relevant Matter Template, then click on the Tasks tab. Within Tasks, click on the + of the relevant parent Task. Click on the edit icon of the new Subtask, then choose Create Document from within the Task Configuration panel.

Task Configuration

The Task Configuration page contains numerous, adaptable fields. Fields used across Standard Task, Create Email, Create Document and Complete Form are explained here. Fields specific to Create Document are explained below;

Document Template

This is the Document Template that will be generated when the link from the Matter's workflow is clicked by the staff member.

Still need help? Contact Us Contact Us