To automate the Create Document action, use the following guidelines to set up the template fields. Any fields denoted with a red asterisk require a value.

In the example below, the Create Document action is executed once the workflow is manually applied to a matter.

Create_Document.png

Matter Id*: Click the down arrow to select an existing matter from the list or click Use a Custom Value (advanced) for more options.

Document_Matter_Id.png

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 from the record referenced by the previous step if this is not the first step.

Document_Matter_Id_Adv.png

Document template: Click the down arrow to select an existing document template from the list.

Doc_Template.png

Click the Continue to next button to record the changes and add another action to the workflow.

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