Watch this video
Let us show you how to automate documents.
Style Templates
Mapped to style templates you can have all the information processed through to document production.
Now built in is a conveyancing transaction calculator which will populate your communication to the client with up to date fees based on the purchase price of a property purchase.
Data Pages
Client information and data pages makes the document smarter than ever before.
Entering data once means It replicates across all communications with the client.
The Data Page functionality now means you have multiple data options to ensure you avoid repetitive processes when sending the client communication updating them on their case.
Benefits of automated document production
-
Avoid repetitive manual copy and paste processes
-
Enhanced scripting can allow fee calculators to exist in data pages which automatically transfer to Terms of Business or fee quotes.
-
Merged data can be inserted into any style template increasing automation
