Amicus Attorney by CARET provides ready-to-use Merge Templates, and firms can supplement them with their own. Templates are stored on the Amicus Application Server, and each user’s Preferences must point to that location. If you change or move servers, update each user’s Amicus Preferences to reflect the new template location.

Configuring the Firm Settings

1. Log into Amicus Attorney by CARET as an Amicus Administrator.
2. Go to Office > Administration - Firm Settings > Documents – Management.
   
    
3. Select the Browse… button to the right of the Document Templates path.
4. Select the Network Icon and expand it by double clicking the arrow.
   
    
5. Locate the Amicus Application Server and select that.
   TIP: The Amicus Application Server name is located on the login screen a shown below, as the Connect to Server.
   
    
6. Select the DocumentAssemblyTemplates folder, which was shared during the installation of the Amicus Application Server.
   
7. Click OK
    

Set the Document Assembly Templates in User Preferences

1. Each user must update their Preferences to math the location set in the Firm Settings.

2. Log in as a user and go to Office > Preferences > Documents - Document Assembly
   
    

3. Under Step 4 to the right of the current path, select the Browse button.

4. Select the Network Icon and expand it by clicking the arrow.
   Note: As a requirement of Amicus Attorney by CARET the workstations must be able to browse the Network and access the server without being prompted to enter credentials.

5. Select the DocumentAssemblyTemplates folder then click the OK button.
   
    

6. Select the OK button to finalize the configuration.

7. Generate a test document to confirm the function is working again.