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Precedents & Automation

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            Precedents

            Precedents

            • Getting Started with the triConvey Precedent Library
            • Manage Precedent Profiles
            • Add a Precedent created in Microsoft Word
            • Generate a Precedent
            See 15 more
            Automation

            Automation

            • Getting Started with Automation
            • Word Field Shading
            • Add your firm logo and signature to documents
            • Add an Automation Field
            See 8 more
            Document Containers

            Document Containers

            • Getting started with document containers
            • Letter, No Footer document container structure
            • Letter document container structure
            • Edit a document container
            See 14 more
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