KB Corner: Working with PracticeMaster Document Assembly

May 2023    Tags: Document Assembly, Microsoft Office Integration, PracticeMaster, Resources

Are you creating forms and letters manually? If so, you’re probably spending too much time on it. Take advantage of PracticeMaster’s document assembly feature instead! Not quite sure where to begin? First, take a look at how many documents your firm assembles and which documents would save you the most time by automating them. Start with those frequently used documents.

Then, take a look at Knowledge Base Article R11447, “Working with PracticeMaster Document Assembly.” This article provides information on how to create a document template, how to assemble a document, FAQs, and more!

Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”