Document Automation
Document Automation: Create A Simple Template
Overview Creating a template is as easy as creating a normal Word document (.docx). Yet it could be confusing to people who haven't used the Mail Merge feature in Microsoft Word. The steps are as follows: Setup Create a new word document Create your ...
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 ...