Setting Up Your Office > Document Assembly Preferences

Document Assembly Preferences

Learn by Video – What is Document Assembly?

Document Assembly is the feature that enables you to generate documents based on the firm's Amicus information. This process uses word processor document templates, which contain both unchanging text and Merge Variables.

These variables are placeholders for the text that is automatically supplied from your Amicus Files, People, Calendar, and Time Entry records when you generate a particular document. Amicus Attorney comes with several Amicus Merge Templates for a variety of purposes: letters, labels, fax cover sheets, and so on. Each of these Merge Template records references a corresponding template file (.DOT, .WPD, etc.). For more information, see Document Assembly.

To set your Document Assembly preferences and install the required toolbars, go to the Office > Preferences, and select Document Assembly from the Documents tab. You will need to install the Amicus Merge Toolbar and specify the location of the document templates.

To attach documents to your Amicus records as well as perform many other tasks directly from within Microsoft Office applications, WordPerfect, and Adobe Acrobat or Adobe Reader, you will need to install the Amicus Tasks Toolbar for those applications (Step 3 in the Document Assembly preferences dialog).