How do I generate a document using my template?

How Do I Generate a Document Using My Template?

Once you have finished creating your Document Temple with all of your Merge Fields, you are able to generate the document for different Matters. Please follow the below instructions on how to generate:

  1. Find the Template you'd like to use and click the thunderbolt icon() on the right side of the grid. You will be asked which Matter to generate the document for, select the Matter from the drop down and click Generate Document.





  2.  Name the Document and click Save Document, it will be saved to the Matter's Documents in Zola Suite. If you'd like to save it to your computer, click Download generated file.



  3. Voila, you generated a document using Document Automation! You can now share the Document via Caseway or send it as an email attachment without leaving Zola Suite.
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