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Document Generation

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Drafting document from Checklist should prompt correct document type

When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...
Guest about 1 year ago in Checklist / Document Generation 0

Excel - allowing for the use of excel within the program to include tags

This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total
Guest about 2 years ago in Document Generation / Integrations 0