Tips

Check merge fields before generating: If a required field is missing from the matter (e.g. no address on the client contact), the generated document may have blank placeholders. Fill in the matter and contact data first.

Output format choice: Use DOCX if the document needs further editing. Use PDF if it is going straight to the client.

Ad-hoc templates: If you need a one-off document that doesn't fit an existing template, you can create an ad-hoc template for single use.