Yes
You can create Document and Email templates that can be merged with Matter, Contact and Event data automatically. Generating the needed case documentation is just a click away. From the Matter form simply select one of your document templates and click generate to create the required document in PDF format that is merged with the required data, full text indexed and linked to your matter on the spot. Need to Email the newly created documents? Simply select them and click Email Selected. Its about productivity, its about time, its HoudiniESQ.
Creating Document templates and Email templates are easy. Just cut-n-paste the desired text from an existing document. Select the fields you would like to include from the list provided, give your template a name and click save.
You can quickly and easily create Document and Email templates for just about any purpose. Create a Appointment Confirmation template, a Thank You template, or any of the required case documentation. Automating your repetitive communication has never been easier.