Generating a Document from a Matter

Open the matter.

Go to the Documents tab and click Generate Document — or use the quick action on the Overview tab.

Select the template or precedent you want to use.

Review the pre-filled merge field data. Correct anything that looks wrong.

Choose the output format (DOCX or PDF).

Click Generate.

The document is created and saved to the matter's document library. You can download or open it immediately.