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How to generate a document from a template
How to generate a document from a template
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Document templates exist for the sole purpose of saving you the stress of manual data entry involving tweaking, deleting, and entering data whenever you have cause to send out a document to a client.

Now that you’ve created a document template, how do you put it to use when the need for it arises?

To generate a document from template:

1. Go to the Matters side-menu

2. Click on the client’s matter

3. Tap the clip-like attachment icon and hit Document from template

4. Click the empty field to choose your template from the dropdown

5. Click the Create a document from template button

6. The appropriately-filled document should be on its way to the recipient and appear in the matter info section where you tap to save it

Note: For more on document template and automation, check out this helpful video

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