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)