Can I generate documents in Actionstep?
Can I generate documents in Actionstep? https://www.ettingerconsulting.com/wp-content/uploads/2019/09/Ettinger-Consulting-Actionstep-Actionstep-Consultant-John-Rehbein-Beth-Ettinger-Clio-TimeMatters-Abacus-Amicus-Document-Generation-Automated-Law-Firm-Lawyer-Attorney.jpg 1000 1000 Ettinger Tech, LLC https://secure.gravatar.com/avatar/be23656be0f62dbd15a03b9008eb7ed1?s=96&d=mm&r=gYes!
Actionstep allows you to automatically generate documents and emails by combining document and email templates with live data.
Document templates are simply MS Word documents with Actionstep merge fields inserted at the relevant places. These work well for most letters and business documents.
For complex documents that require an interview, you can use HotDocs templates directly from within Actionstep.
Schedule a free Discovery Meeting for a demonstration of how simple this is in Actionstep!
Leave a Reply