Overview of Generating Documents

Tracking existing documents is one thing. Producing the new documents needed for a current matter is something else. Using the built-in tools, Quick Forms, and mail merge with your word processor makes it easy to generate letters, envelopes, labels and documents using the data in the system.

Before you get started generating documents, look at your User Preferences and ensure that the following settings are correctly set on the Printing/Email tab.

• Set the default word processor: You can tell Abacus which word processor you will always use by using the Executable button in the Word Processor section on the Printing/Email tab of the User Preferences window.

• Set the default Quick Form for envelopes: To set the default Quick Form to use for envelopes, use the Envelope Form button on the Printing/Email tab of the User Preferences window.

When generating documents, you can:

• Generate today's documents

• Generate letters

• Print envelopes

• Generate mailing labels

• Use Quick Forms

• Use Mail Merge

You can also generate documents using fillable forms. Click here for more information.