Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks.
- If you'd like to create a document template using the default Matter and Firm related merge fields Zola Suite provides
- If you're looking to create your own custom merge fields
- Create Merge fields
- Intake Form Fields can be added to the Matter through the Intake Forms tab.
- Custom Fields are visible in your Matter Details Page and are added by Practice Area.
- Create a document template
- Generate a Document Using Your Template
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