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 (January 2023)

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