For years now, TrialWorks users have been able to select multiple documents simultaneously from a document-generating Tab to create a single, multi-layered document.
For example, from the Pleading Tab, you could select Summons, Complaint, and Certificate of Service templates all at once, and then create a single package document. However, this feature has been improved, enabling users to pre-design Template Packages and save the final product to a specific Tab as individual documents. Here are just a few of the combinations you can create: New Client Packages, Deposition Packages, Settlement Packages, etc. If you are able to identify and order the templates, you can combine them and create a package.
Follow the steps below to create a new package:
- From the Template Menu, edit Template Packages;
2. Select Add Package and name it;
3. Click the green plus sign at the bottom of the detail window to select and add multiple templates to your package.
Note: You may add templates from various Tabs, or, select all templates from one Tab;
How to generate a template package.
- Go to Current Case > Create and select a package;
2. Start generating the Template Package by clicking on the green arrow at the bottom of the detail window;
Important! Follow the customary steps of generating each document, one-by-one, until all of the individual documents have been created. TrialWorks will let you know the status of your package generation as you proceed.
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Stay tuned for more TrialWorks Tips, and be sure to check out TrialWorks 11.3 packed with new features and updates!