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Precedents & Automation

Forms, templates, tasks & workflows.

Precedents

  • Editing Precedents
  • Working with PDF Precedents
  • 🎬 Understanding Precedent Library menu options
  • 🎬 Organising precedents
  • Introducing Marketplace Precedents
  • Add a Precedent created in Microsoft Word
  • See all 14 articles

Document Automation

  • Automate letterhead signatures
  • How to fix automation errors in If/Then/Else statements
  • Add an automation field to a precedent
  • Manage your firm's document containers
  • Add an Ask
  • Configure automation settings
  • See all 9 articles
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