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Field Insertion for multiple clients

  • 29 October 2022
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I have a case where I will have over 50 clients in the same case, and I need a contract for each one.  I have an automated form for individual cases that automatically puts in the client name, address, phone and e-mail address in the contract.  This works great for 1 plaintiff cases, but I can’t figure out an efficient way to do the automation for individual contracts for cases with more than 1 client.  Is there a way to do this?

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Best answer by Kalina 1 November 2022, 00:39

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Kalina
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Hi Nick,

Is this a Litigation matter type? You can add a party ask to the document template.

  1. In Modify mode, expand the Details section and select Plaintiff for Addressee. Save & Close the template.
  1. When you open the document in a matter with multiple plaintiffs, Smokeball asks:
    • Who to generate the form for, and;
    • once you select multiple plaintiffs, whether to generate a separate document for each selected contact.

 

The following Smokeball Support Hub article contains further information: Create letters to multiple recipients.

 

Is the above helpful for your requirements?

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Thanks. That is exactly what I needed.

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