Adding precedents

Hi,

You can refer to the steps below on how to add precedents.

• Create or open an existing ‘Test’ matter, then select the Matter tab.
• Select Precedent from the Matter tab to open the Precedent Library.
• Navigate to the folder where you would like to add the Precedent to.
• Select Add a precedent.
• Select either Create from a blank document to create a precedent from scratch, or select Browse for an existing document to add an existing Word, PDF, or Excel document.
• Add a name for your precedent.
• From the Container drop-down menu, select the type of precedent.
• If applicable, select the Addressee from the drop-down menu.
• Select Create.
• Your Precedent will now open in Microsoft Word.

You can also check out our Adding Precedents - Support Hub article for step-by-step instructions with screenshots.