Overview:
This article contains information from our Webinar "Document Templates". - Actionstep's Document Templates can improve the quality and accuracy of your legal documents, plus they can help you save valuable time!
- Click on the following link to watch the webinar: Document Template Webinar
Example Template:
Download an example Template - Engagement Document-[[FirstNameLastName-pt-Client]]-[[system_date]]-2[34].docx
Helpful User Guide Articles:
Document Template Webinar - Document Templates (word Add-in) Webinar
Document Templates User Guide - Document Templates
Example Templates User Guide - Document Templates Examples
Merge Field Options User Guide -Merge Field Options
Conditional Merge Fields User Guide - Conditional Merge Fields
Calculated Merge Fields User Guide -Calculated Merge Fields