You can create a WorkFlow so that each time you add a record to Document Management with a Document Type of subpoena (e.g., SUB), you will be prompted to run Word Document Assembly. This allows you to keep taking advantage of Word Document Assembly automatically running, but provides the option to click No to the prompt once you are done.
To create a WorkFlow that prompts you to run Word Document Assembly
For more information on WorkFlows, refer to our new PracticeMaster WorkFlows Guide at Tabs3.com/support/docs.html or Knowledge Base Article R11307, “All About WorkFlows.”
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