Document Merging

Create documents quickly and easily with ParaLaw's document merging features. Documents can be created from any case or contact window, or by right-clicking an appointment in a calendar. Create and edit your own templates as needed.

 

Creating a document is easy!

 

First, right-click a contact and select "Create a document".... (or, instead of right-clicking, you can click the Create Documents button on the Ribbon and select the desired contact(s) there.)

 

Next, select the document to create in the list.....

 

 

 

And the document is created in Microsoft Word.