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

To generate merge document for your matter:

1. From the left navigation panel, click Matters.
2. On the Matters screen, single-click a matter, then click on the three dots at the end of the row and from the drop-down, click Generate Document.
   The Generate Document screen opens, displaying the selected matter in the Matter field.
3. From the Category field’s drop-down, click the category.
4. From the Document Template field’s drop-down, click the template.
5. The Generate As field pre-fills with MS-Word (.docx).
6. Click Generate.
   The Word document either saves to your downloads folder or automatically opens in MS Word.

Generate Merge Document for Your Contact

To generate merge document for your contact:

1. From the left navigation panel, click Contacts.
2. From the Contacts menu, click Address Book.
3. On the Address Book screen, single-click a contact, then click on the three dots at the end of the row and from the drop-down, click Generate Document.
   The Generate Document screen opens, displaying the selected contact in the Contact field.
4. From the Category field’s drop-down, click the category.
5. From the Document Template field’s drop-down, click the template.
6. The Generate As field pre-fills with MS-Word (.docx).
7. Click Generate.
   The Word document either saves to your downloads folder or automatically opens in MS Word.

Generate Merge Document for Your Transaction

To generate merge document for your transaction:

1. From the left navigation panel, click Banking.
2. On the Banking screen, double-click a bank.
   The bank’s Transactions screen opens, displaying all transactions.
3. Select a transaction, click on the three dots at the end of the row and from the drop-down, click Generate Document.
   The Generate Document screen opens, displaying the selected transaction’s transaction type in the Transaction field.
4. From the Category field’s drop-down, click the category.
5. From the Document Template field’s drop-down, click the template.
6. The Generate As field pre-fills with MS-Word (.docx).
7. Click Generate.
   The Word document either saves to your downloads folder or automatically opens in MS Word.

Generate Merge Document for Your Invoice

To generate merge document for your invoice:

1. From the left navigation panel, click Billing.
2. From the Billing menu, click Invoice.
3. On the Invoices screen, single-click the invoice, then click on the three dots at the end of the row and from the drop-down, click Generate Document.
   The Generate Document screen opens, displaying the selected matter in the Matter field.
4. From the Category field’s drop-down, click the category.
5. From the Document Template field’s drop-down, click the template.
6. The Generate As field pre-fills with MS-Word (.docx).
7. Click Generate.
   The Word document either saves to your downloads folder or automatically opens in MS Word.