Creating a Matter Document from a Template

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These notes are provided by Cycom Data Systems, Inc. to support the use of CityLaw / CountyLaw Next Generation (CLNG) and are intended to be used for review of general topics covered during training.

If you discover an error in this document, or if you encounter any problems performing any steps described, please contact Cycom Support at [e-mail] or by calling 888-292-6688.

Create a Matter Document from a Template

Open the Attachments icon in the Module Toolbar while in the matter, click the blue New button to the top right of the screen.

A Choose Template card will open. You may search for a specific template or select it from the list provided by your systems administrator. Next, click Select Template or Cancel should you wish to return to your previous screen.

Next, a Name your document card will open. Enter a name for the document you wish to create, then click Generate Document. The Back button will return you to your previous screen.

The Additional information required card will open. Enter the relevant data. Any field that does not apply, check the box Skip this field. When done, click Submit.

A Document Created Successfully notice will appear in a new card. Click Open Document to further work on it or Done button if you are finished. 

The Document will open in a new Tab in Microsoft Word.

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