Will Changes Made to the Client and or Matter be Reflected in a Document I Generated Previously?
Objective:
- Determine if changes or updates to a Client or Matter will alter previously generated Documents from Templates
Environment:
Additional Information:
Answer:
- No, once you have generated a Document from a Template, that Document will remain as is
- Documents generated going forward will reflect the new Client and/or Matter data
- If you would like to add your vote to this Feature Request, please contact our Support Team
