Ideas & Enhancements

Merge Fields in an Excel Spreadsheet like in Word

We would like the ability to create merged Excel spreadsheets with merge fields like in Word. I imagine Excel forms like a workers comp lien reduction worksheet that will save in Case Docs. Another would be a pro-rata lien payment worksheet under the North Carolina lien statutes. The ability to pull data from the Value Tab and Dates from the Checklist and Case Tab would be awesome!

  • Guest
  • Mar 30 2022
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