PracticeMaster Q&A: Document Assembly Default Template Paths

July 2020    Tags: , ,

When I start the document assembly process for a Workers’ Compensation client, file explorer opens the Personal Injury Area of Practice template folder. Can I change this so that it automatically opens to the Workers’ Compensation folder instead?

The path to open your AOP templates is customizable and can be changed via File Maintenance.

To change an AOP’s template path

  1. From the Maintenance menu, select File Maintenance.
  2. Expand the Areas of Practice section, select the Workers’ Compensation AOP, and click OK.
  3. Select the correct Template Path and click OK.
  4. Close File Maintenance.
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