Where to create documents

You can easily create documents at convenient points in ALB:

via the Actions menu
by right-clicking a contact
by actioning an agenda step
by actioning a workflow

For documents relating to a matter, it is best to produce them at matter-level rather than client-level. The reason is that more information is available to the matter and so more can be merged into documents: client information can be picked up by the matter record, but matter information is not picked up by the client record.

Via the Actions menu

Which document options appear on the Actions menu depend on the screen. On Matter Details and case module screens such as Conveyancing Details, you have all three options available on the Actions menu: Quick Letters, Produce Correspondence and Produce Form.

Top part of the Actions menu on Matter Details

Quick Letter templates are listed as a sub-menu when you hover the mouse over Quick Letters on the Actions menu.

By right-clicking a contact

If you want to send a document to a particular contact, you can do this via the Contacts tab that appears on various ALB screens. Right-click the contact and select the type of document.

Right-click menu on Client Details - Contacts tab

On the Contacts tab, you can also right-click a blank part of the screen to see the general document creation options that are available.

From an agenda

You can create documents as part of actioning an agenda step. See Documents and agendas.

From a Workflow

You can create documents as part of actioning a workflow. See Using Starter Packs.

NOTE When using the MT02 process, if you have changed your password during the current session and you run a workflow which produces a new document, the Save to History will fail as the workflow will try to pass the previous password. Logging off and back on with the new password will solve the issue. As a rule, you should always log off and back on whenever you change your password.

Where documents are saved

A document is saved with the record for which you initiated the document, on the Document History tab, in the folder you specify when saving the document.