Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

Video: How to Upload a Template for Document Automation

In this video, we will walk through how to upload a template to be used for Document Automation, as well as replace an existing template with an updated version.

 
 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality