Skip to main content

OK fundamentally, what is a Document Container?  Is this a folder that contains all templates organized by my chosen topic e.g. discovery

Document Containers are generic “wrappers” that the body of pleadings can be inserted into. For example, I have a document container which has only the court caption, a body insertion field, and my esignature and firm information block. Then on forms i.e. pleadings I point the individual form to the document container with the caption etc. In this way I do not have to duplicate the “container portion” in each form. See these links for more information:
Add and organise document containers – Smokeball Support Hub
Document Containers – Smokeball Support Hub

Welcome to the subject of document automation!


Reply