Document Assembly
Document assembly support for CosmoLex
What is Document Assembly? Document Assembly is a way for you to create a document template in MS word using merge fields database and import it int...
Tue, 1 May, 2018 at 5:54 AM
To Generate: Go to Setup > Click the Document Template tab on the left-hand side > Click Add under Matter. In the Document Template...
Tue, 1 May, 2018 at 5:55 AM
To Generate: Go to Setup > Click the Document Template tab on the left-hand side > Click Add under Matter. In the Document Templa...
Tue, 1 May, 2018 at 6:09 AM
When creating a document template in MS word for matters, there are many differe...
Wed, 20 Dec, 2017 at 10:19 AM
When creating a document template in MS word for contacts, there are many different merge fields to choose from that can be inserted into the template. ...
Wed, 20 Dec, 2017 at 10:21 AM