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 in a document, copy and paste {{Matter.PrimaryClient.FullName}} into the Word document.
When generating the document from that template, Zola Suite will pull down the "value" that corresponds to that Merge Field, and fill it in without needing to manually enter in those details!
Document Templates are Word and PDF documents that you can 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 ...
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 ...
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: Find the Template you'd like to use and click ...
If you are looking to create a template with multiple steps that need to be completed, you can create and edit Task Templates by going to Task Template List. This is accessible through the Task section (there is a Task Templates link on the colored ...
In CARET Legal, the "Intake Forms" are used to record specific Matter related data which can either be collected from the client or filled in manually. The data can then be used to create Merge Fields for Document Templates. Intake forms can be ...