Generate Your Word Merge Document

Once you have created your Word merge document template and uploaded it to CosmoLex, you are ready to generate it. 

Video – Insert Merge Fields in your Document Template

Generate Merge Document for Your Matter

To generate merge document for your matter:

1. From the left navigation panel, click Matters.
2. On the Matters screen, single-click a matter to highlight it.
3. From the toolbar, click Action > Generate Document.
   The Generate Document screen opens, displaying the selected matter in the Matter field.
4. From the Category field’s drop-down, click the category.
5. From the Document Template field’s drop-down, click the template.
6. The Generate As field pre-fills with MS-Word (.docx).
7. Click Generate.
   The Word document either saves to your downloads folder or automatically opens in MS Word.

Generate Merge Document for Your Contact

To generate merge document for your contact:

1. From the left navigation panel, click Contacts.
2. From the Contacts left navigation, click Address Book.
3. On the Address Book screen, single-click a contact to highlight it.
4. From the toolbar, click Action > Generate Document.
   The Generate Document screen opens, displaying the selected contact in the Contact field.
5. From the Category field’s drop-down, click the category.
6. From the Document Template field’s drop-down, click the template.
7. The Generate As field pre-fills with MS-Word (.docx).
8. Click Generate.
   The Word document either saves to your downloads folder or automatically opens in MS Word.

Generate Merge Document for Your Transaction

To generate merge document for your transaction:

1. From the left navigation panel, click Accounting.
2. From the Accounting left navigation, click Bank.
3. On the Bank screen, double-click a bank.
   The bank’s Transactions screen opens, displaying all transactions.
4. From the toolbar, click Action > Generate Document.
   The Generate Document screen opens, displaying the selected transaction’s transaction type in the Transaction field.
5. From the Category field’s drop-down, click the category.
6. From the Document Template field’s drop-down, click the template.
7. The Generate As field pre-fills with MS-Word (.docx).
8. Click Generate.
   The Word document either saves to your downloads folder or automatically opens in MS Word.

Generate Merge Document for Your Invoice

To generate merge document for your invoice:

1. From the left navigation panel, click Activities.
2. From the Activities left navigation, click Invoices.
3. On the Invoices screen, single-click the invoice to highlight it.
4. From the toolbar, click Action > Generate Document.
   The Generate Document screen opens, displaying the selected matter in the Matter field.
5. From the Category field’s drop-down, click the category.
6. From the Document Template field’s drop-down, click the template.
7. The Generate As field pre-fills with MS-Word (.docx).
8. Click Generate.
   The Word document either saves to your downloads folder or automatically opens in MS Word.