1. Litify Help
  2. Litify Guides
  3. Docrio
  4. Document Generation

Create File Packets

Avatar
Lawrence

You can create file packets in Docrio and make them available for agents generating documents on a matter. A packet is a set of document templates that have been merged into one collection. A document template cannot be accessed and utilized without being part of a packet.

How to Create a Packet in Docrio

  1. Navigate to App Launcher > Docrio Packet Builder. 
  2. Select New Packet. 
  3. Complete the following fields:
    • Packet Name: Used by internal organization for selection.
    • Packet Code: Optional code for quick reference
    • Starting Object: Must match the starting object of templates going inside  a packet.
      mceclip0.png
  4. Save. 
  5. Select Add Template(s).
  6. Choose the template. 
  7. Select Add Template(s). 
  8. Save. 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful