Document Configuration

Owned by Implementation

Last updated: May 05, 2021 by Sales

1 min read

CONTENTS

Configure Document Template Groups (Page 10) - 00:00

Configure Document Categories (Page 9) - 08:10

Configure Document Sub Categories (Page 9) - 09:07

Configure Document Template Bundles (Page 10) - 30:04

Configure Firm Information (Page 10) - ???
Configure Offices (Page 11) - ???

https://smartadvocate.atlassian.net/l/c/1CcEcvwq

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.