Admin Posted September 30, 2022 Share Posted September 30, 2022 We just added a button on the client edit page files tab where you can trigger document generation. It is completed just like on the document manager page. 1. To attach contacts, a matter must be selected with the contact already attached. 2. When generating a name for the document, you must add the name of the template. 3. You can generate several documents at once. Quote Link to comment Share on other sites More sharing options...
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