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Orion's Document Assembly provides the user a powerful way to merge information from the system into any document
Lawyers rely on paper. Macros do a great job to assist in merging various fields into a document. You decide what information to track and merge. If each department has its own custom fields, that information can be pulled into a document during the assembly process. The document is associated back to the case and/or contact person, so everyone can see it was sent and view it at anytime.
Powerful Mail Merge
Place an unlimited number of your firm's documents in the Document Library as templates for mail merge.
Use all of your case and contact information
Standard and custom fields can be automatically pulled into the selected document.
Works flawlessly with your DMS
Save the document as you always have. If you're using a Document Management System, the information you enter when saving your document doesn't change.
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