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Forms & Automation

Forms, templates, tasks & workflows.

Forms

  • Rearrange Plaintiffs or Defendants in a Caption
  • Forms and Templates Library
  • Search in Forms and Templates Library
  • Request a New Form or Request Changes to a Form
  • Create Shortcut in Forms and Templates Library
  • Forms to Submit for Client Automation

Document Automation

  • How to request document automation
  • How to Automate a Document with Fields and Asks
  • Customize Field Formats When Creating Automated Documents
  • Template Creation Basics
  • Automation 101
  • Automation Toolbar
  • See all 14 articles
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