Document Automation happens to be one of the most important aspects of bringing productivity to the lawyer's activity. To streamline the automation of the 'Create Document' action, follow these guidelines to configure the template fields.
Any fields denoted with a red asterisk require a value.
Steps to Configure Create Document Action
Let's understand the workflow configuration with the following example, where the 'Create Document' action is triggered when a new matter is created in Lawcus.
Go to
Automationon the left and click on+ Add Workflowto begin.Add the
Workflow Name, andWorkflow Descriptionfirst.Set up the
Trigger TypeasMatter Createdand click onContinue. Complete the setup by selecting theMatter PipelineandMatter Stageif required. You can also addEntry Rulesbased on your requirements. Finally, click on theContinuebutton.
Add the
Create Documentaction underSelect Actionand clickNext.Configure the
Setup:
Matter Id/Lead Id: Click the down arrow to select an existing matter from the list under
Matter ID/Lead IDtab, or click Use aCustom ValueandUse Matter Value from Triggeroption to capture dynamic values. In this option, you will also get the record referenced by the previous step if this is not the first step.Document template: Click the down arrow to select an existing document template from the list.
Click the
Continue + new actionto record the changes and add another action to the workflow. Otherwise, click onSaveto complete the workflow.