Document Assembly
The Document Assembly is available under Application Settings.
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The page having list of document templates opens.
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Click on the “Add” button to create a new template.
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In the Litigation field, select a template type for the document by clicking on the ‘Select Template Type’ button.
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Click on the Practice Area/Workflow or both and click Select button.
Select a contract type from the list of already created contract types listed and give a name to the template.
You can choose a document from the computer and upload it or create a new document. Click ‘Save’. The created template will be shown along with the Practice Area.
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Once done, go to Matters and search a matter which has the same Practice Area as the one chosen while creating template.
Under the Matters details tab, click on PageLightPrime Documents and click the ‘Add’ button.
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The below page appears.
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Click on the ‘From Document Assembly’ tab. The document templates which were earlier created for that particular Practice Area will be listed.
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The templates created in Document Assembly can be made use to create Documents for Matters.