Document Automation
Dashboards: Tile List
Introduction Matters.Cloud includes the ability to create tailored dashboards that provide real-time data and insights into various aspects of your practice. In this knowledge base article, we provide a comprehensive list of the tiles available for ...
Document Automation: Merge Fields
Overview The following section uses the notation«=client.name»to refer to Word MailMerge fields which are available to be included as part of templates uploaded to Matters.Cloud Fields: Document The following merge fields are available for the ...
Document Automation: Getting Started
Overview Matters.Cloud includes a document automation engine that allows you to quickly and easily generate document based on pre-defined Microsoft Word Templates. Whether you need to create contracts, legal documents, or other types of business ...