Documents and templates
9 articles
- The documents library in PracticeMatter and client files in one place with folders, versions, preview and search
- Uploading documentsHow to upload one or many files to a matter or client, and the allowed types and size
- Document versions and historyUpload a new version of a document with a note, and download any earlier version
- The paper originals registerRecord paper originals the firm holds and document their return to the client with a date and recipient
- Generate a document from a templatePick a template, have matter and client data filled in, and save a Word file to the matter
- Firm templates, creating and editingStart from a site template, a ready starter or from scratch, then edit, activate or deactivate the template
- Merge fields in templatesWhat fields such as client name and case number mean, and how to add your own fields and conditions
- Share a document with the client through the portalHow to make a document visible to the client in their portal and stop sharing whenever you like
- Storage and generated-documents limitsYour plan's storage and monthly generated-documents limits, and why you can't upload or generate
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