Document Integration
- User Defined Fields
- Opposing Attorneys
- Merging PDF Templates
- Importing Batch Images
- Imaging (Paperless Office)
- Image Sharing
- Image Restore
- Enhanced Email Automation
- Document User Prompts (Ask Fields)
- Document Generation Selection Options
- Document Fragments
- Creating Spreadsheet Templates
- Creating a New Case File
- Counties, Clerks, and Court Locations
- Company Settings: Company Tab
- Case File Basics
- Building Document Expressions
- Batch Documents
- Basic Document Generation
- Assigning Attorney Bar Numbers
- Advanced Document Generation
- Adding Multiple Images to an Activity Note
- Adding a Signature