Once the document template has been created, you can generate it. To generate a document, please follow the below steps:

  1. Once logged in, click Main Menu (≡) on the header,  click Documents and then Auto Generated

   2. Click + New Document.
   3. Select the template that you wish to generate a document from the dropdown              provided and click Next.

  4. Select Contact, Matter if you have used tokens while creating a document                     template.
  5. Enter the Field value if you have created fields while creating a document                     template.
  6. Enter Title for the document to be generated.
  7. Click Generate Document.

Once you click on generate document, LawGro automatically populates field values and the information related to contact, matter, firm, custom fields based on the tokens you have used.


Related Articles:

Document automation & assembly overview
Create document template
Manage document template
Manage generated documents
Setup Box integration


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LawGro helps lawyers deliver Client Happiness, Grow & Manage legal practice.

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