Generating Documents for a Specific Contact
In addition to generating documents for a matter, some templates are related to a specific party on a matter. In situations where you have multiple contacts listed against a role on a matter, you can specify which contact the document should be generated for on the Parties screen inside the matter.
On the Parties screen, you will see a small rectangular icon to the left of each related party. Clicking this icon will allow you to remove the party, edit the custom data for the party, or generate any documents that can be created from templates that are related to this party’s role. If no documents appear in the list when you click the icon, then no documents are loaded to be generated for this role.
Once the document is generated, it will appear in the Documents area of the matter, with the file name being the First and last name of the party appended to the template name.