Document Assembly > Customize document assembly features

Customize document assembly features

Customize document template categories for the firm

● Choose Options to display the Options - My Preferences window, select Firm Setup from the navigation pane and click Categories under the Documents section.

● Click Template Categories

● Change the list as desired: Add, remove, rename, or move categories in the list.

Install the Amicus Cloud Office Add-in

● See Use the Microsoft Office Add-in for documents and document templates.

● What is document assembly?

● Generate a document in Word

● Generate an email from a template

● Use the Microsoft Office Add-in for documents and document templates - (Tools)

Amicus Cloud (July 2023)