Generate Your Word Merge Document
Once you have created your Word merge document template and uploaded it to the application, you are ready to generate it. Generate Merge Document for Your Matter
Document Assembly
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Create an MS Word Merge Template (Document Assembly)
You can create document templates in Microsoft Word using our merge fields database. This involves importing the database into the application for subsequent export from there. Many firms refer to this process as Document Assembly. You can merge fields from the Matter, Contact, Transactions, and Invoices areas into documents such as:
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Upload Your Word Merge Template to Your Application
You have created an MS Word Merge Document template. Now, upload it to your application for convenient access.
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Merge Fields for Matters
There are numerous merge fields available for use in the Microsoft Word document templates for matters. Copy the desired fields from these tables and paste them into your template.
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Merge Fields for Contact
There are numerous merge fields available for use in the Microsoft Word document templates for contacts. Copy the desired fields from these tables and paste them into your template.
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Merge Fields for Transaction
There are numerous merge fields available for use in the Microsoft Word document templates for transactions. Copy the desired fields from these tables and paste them into your template.
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Merge Fields for Invoices
There are numerous merge fields available for you to insert in your Microsoft Word invoice document templates. Important: Inserting these merge fields in your Word template does not update your invoice template’s fields under Setup > Firm Settings > Invoice Settings. Copy the desired fields from these tables and paste them into your template. Global (System …