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Precedents & Automation

Precedents

Precedents

  • Getting Started with the triConvey Precedent Library
  • Manage Precedent Profiles
  • Add a Precedent created in Microsoft Word
  • Generate a Precedent
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Automation

Automation

  • Getting Started with Automation
  • Word Field Shading
  • Add your firm logo and signature to documents
  • Add an Automation Field
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Document Containers

Document Containers

  • Getting started with document containers
  • Letter, No Sign Off document container structure
  • Letter document container structure
  • Edit a document container
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