Work Types
- What are Work Types?
- Adding New Work Types
- Amending Work Types
- Archiving Work Types
Documents & Lexis Forms
- Creating Document Templates
- Adding Content & Mergefields
- Adding New PDF & Excel Documents
- Add Current Document
- Lexis Integration
Include Documents
- What are Include Documents?
- Creating an Include Document for your Header & Footer
- Uploading the Include Document
- Adding Include Documents to your Templates
Amending Workflows
- Creating a Workflow
- Archiving a Workflow
- Creating New Tasks
- Linking Tasks to Workflows
Email Templates
- Creating an Email Template
- Adding Mergefields to Email Templates
Client & Matter Extensions
- What are Extensions?
- Creating a New Extension
- Adding Mergefields to your Extension
- Cloning an Extension