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.
In the following example, the 'Create Document' action is triggered when a new matter is created in Lawcus.
1. Add the "Create Document" action and click "Next."
2. Configure the "Create Document" action.
Matter Id*: Click the down arrow to select an existing matter from the list or click Use a Custom Value (advanced) for more options.
Use a Custom Value (advanced): If you select this option, you will be prompted to select the Matter ID value from the trigger record or 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 to Next button to record the changes and add another action to the workflow.
In summary, configuring the 'Create Document' action is easy. Just follow the guidelines for template fields, ensuring the required fields are filled. This action triggers when you manually initiate the workflow for a specific matter.