<![CDATA[Document Generation From Contacts]]>I would love the ability to generate documents from the contacts page. So, if I am generating a document (e.g., an engagement letter, non-engagement letter) with information about the (prospective) client. This would allow me to insert the information without opening a new/dummy/temporary matter for the client.

]]>http://forum.appcoll.com/topic/120/document-generation-from-contactsRSS for NodeMon, 13 Jul 2026 22:10:59 GMTWed, 10 Aug 2022 18:12:00 GMT60<![CDATA[Reply to Document Generation From Contacts on Thu, 29 Sep 2022 02:23:20 GMT]]>@MarkW5689
Agreed! Adding a "Create Form Letter" button, as in the Matter Details page, would be great. Indeed, just about every page would benefit from a "Create Form Letter" button. See my separate post advocating for such a button on the Task page.

]]>http://forum.appcoll.com/post/282http://forum.appcoll.com/post/282Thu, 29 Sep 2022 02:23:20 GMT