How to Generate Documents in a Matter

To generate documents in a Matter:

  1. Go to the Matter Forms page
  2. Complete the Form that is used by the Document Template
  3. Go to the Matter Documents Page
  4. On the Generate Documents tab select the documents that you wish to generate in the left panel
  5. Click on Generate Documents
  6. The documents will appear in the right panel and also in the Documents/_GENERATED-DOCS folder