Document Assembly within Matter/Related screen

January 30, 2017 no comments

Document Assembly within Matter/Related screen

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a.mckenzie

It would also be convenient to be able to generate a document from within the matter screen for contacts that are related to the matter….. Absurd that you have to leave matter/related screen to do this.

Esther Peralta answered
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    Esther Peralta

    Hi!

    Thank you for your feedback. We will keep this in mind as we make enhancements to our Document Assembly features. If you’d like, please email support@cosmolex .com with your name and firm so we may follow up if updates become available.

    Thank you!

    -Esther

    Esther Peralta answered
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