Merge Documents

LAWS/Pro provides the ability to immediately create user defined word processing documents automatically merging application information as specified. Any field from the attorney, client, or matter tables may be merged into pre-defined mere documents. Prior to utilizing creating documents, the desired merge document template must be created and stored within the LAWS/Pro document repository.

The document creation process is initiated by pressing the "Merge Document" button within matter setup. All existing merge documents stored within the LAWS document repository are displayed for selection

Once the desired "merge" document is selected, the codes to be utilized within the document are displayed for user review. The codes are automatically extracted from the open matter.

If desired, variable information may be requested during the creation of the document. For example, a field entitled "Requested Information" was defined to ask for missing information. Data such as "Copy of homeowners insurance policy" could be entered.

The created document is displayed on the screen for user review

 
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