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How to generate a Conveyancing Form, Precedent or Template


Where are the precedents for Conveyancing Add on?


All the precedents are located under the GENERATE Button (green folder icon within the matter).

The precedents are grouped into the various matter types (States) as per any other workflow.

The dropdown field can be used to either search for a precedent by name or you can simply scroll down the Alphabetical list to locate the template.

**NOTE only precedents that are provided as .docx within the add-on will merge data from the matter.  Any .pdf Forms (ie Discharge Forms and Lands Titles Registry Checklists) will not merge.

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