Manage documents and folders, build mail-merge templates, send e-signatures, order medical records, and use the Office 365 and Shippo integrations.
Advanced Document Management System - Setting Up and Using Documents/Files/Folders/Subfolders
Manage, create, search, and view documents and folders across all leads and cases in your CRM.
documents-e-signature/advanced-document-management-system-setting-up-and-using-documentsfilesfolders.htm#microcontent1
Setting Up Document Templates to Fill With Client Information from the Database Using Mail Merge Codes (Document Automation 101)
Use mail merge codes to build reusable Word, PDF, and Excel templates that auto-fill client data from the CRM database.
documents-e-signature/setting-up-document-templates-to-fill-with-client-information-from-the-database-.htm#microcontent1
How to Send and Report on E-Signs
Send e-sign documents to leads and cases by text and email, then track and report on their status.
documents-e-signature/how-to-send-and-report-on-e-signs.htm#microcontent1
Medical Records Ordering and Tracking
Order and track medical records from inside the CRM, either manually or through the National Record Retrieval integration.
documents-e-signature/medical-records-ordering-and-tracking.htm#microcontent1
How to Create an E-Sign Template with Dropbox Sign (Text E-Sign friendly)
Build a reusable e-sign template in Dropbox Sign that auto-fills client data and is ready to send by text and email.
documents-e-signature/how-to-create-an-e-sign-template-with-dropbox-sign-text-e-sign-friendly.htm#microcontent1
Tutorial for Using the Microsoft Office 365 Integration in Legal CRM - Word, Excel, PowerPoint
Edit Word, Excel, and PowerPoint documents directly inside CosmoLex CRM with auto-save, version history, and co-authoring.
documents-e-signature/tutorial-for-using-the-microsoft-office-365-integration-in-legal-crm-word-excel-.htm#microcontent1
Using Shippo, the GoShippo.com Shipping API Integration in Law Ruler
Connect a GoShippo.com account to CosmoLex CRM so you can mail signup packets and documents through FedEx, UPS, USPS, or DHL.
documents-e-signature/using-shippo-the-goshippocom-shipping-api-integration-in-law-ruler.htm#microcontent1