Precedents & Automation

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

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

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

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