Tip #134 - How to Create Template Bundles
Template Bundles are a handy way of generating several documents at the same time. The feature obviates the need to generate each document one-at-a-time and is generally used when the same documents are required at the same time. Some popular examples include the generation of documents that are required when a matter is first created (such as a Welcome Letter, Letter of Representation, Request for Employment Information, etc.) or closing documents when a matter is settled (e.g., General Releases, Final Lien Requests, etc.).
Here’s how to create your Template Bundles:
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