Include Documents
- Creating an Include Document
- Uploading a Header/Footer
- Updating an Including Document
- Adding Include Documents to Letters
- Running a Preview
Standard Documents
- Creating Document Templates
- Filtering the Document List
- Editing Document Data
- Deleting a Document
Linking Mergefields
- Designing a Document
- Selecting Mergefield Tables
- Linking Fields to a Document
- Previewing a Document
PDF & Excel Documents
- Creating a PDF Document
- Creating an Excel Document
Cloning Documents
- Add Current Document
- Linking Fields
Item Types
- Creating Item Types
- Assigning Item Types to Matter History Items
Email Templates
- Creating Email Templates
- Inserting Mergefields from Osprey
- Using Templates when Sending Emails
Text Message Templates
- Creating SMS Templates
- Inserting Mergefields from Osprey
- Using Templates when Sending Text Messages