Contact Support
FAQ
Overview
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.
Setup
Document templates can only be generated for parties which have been designated in the document template settings.
To edit these settings for an existing document, go to Admin > Matter Types > {your matter type} > Document templates and select a template.
Specific participant types can be selected in the Linked Participant Types section.
Participant types selected here allow documents to be generated for parties of that type.
Generating Documents for a Matter Party
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.
