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Forms & Automation

Forms, templates & letterheads.

Getting Started with Automation

  • Automation 101
  • Word Field Shading
  • Automation Toolbar
  • Add a field to an automated document
  • Customize Field Formats When Creating Automated Documents
  • Field Insertions Best Practices
  • See all 14 articles

Forms

  • Forms and Templates Library
  • Search in the Forms and Templates Library
  • Create Shortcut in Forms and Templates Library
  • Template Creation Basics
  • Rearrange Plaintiffs or Defendants in a Caption
  • Document Creation: Replace References
  • See all 7 articles

Document Containers

  • Create blank letters and captions
  • Document Containers
  • Create Letters for Multiple Recipients
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