How do I use Document Automation?

How do I use Document Automation?

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.




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    • What are "Intake Forms" Used For, and How do I Create One?

      In Zola Suite, the "Intake Forms" are used to record specific Matter related data used to create Merge Fields for Document Templates. Intake forms can be created by: Going to your Firm Settings and selecting "Intake Forms". Select the + located on ...
    • How Do I Create Custom Fields?

      Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for. Custom Matter Fields can be created for all ...
    • How Do I Share Intake Forms With My Clients?

      Once you have created your Intake Form, you are able to share the form with your clients via email and a shareable link as well as filling it out yourself if they are in your office. To share the form: Go to the Matter in which you would like to ...
    • What is a Merge Field?

      Have you ever used mail merge? This is a similar concept to using Zola Suite's Document Templates. Zola Suite uses Merge Fields to add Matter specific values to Document Templates. For example, if you need to insert a primary client's name somewhere ...
    • How Do I Create a Document Template?

      Document Templates are Word documents that you use over and over again, but with specific details changing from Matter to Matter. These templates are used to create a new document. An example might be a letter where you wish to have the client's name ...

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