Docrio Document Generation is a document generation tool that supports Docrio. While Docrio helps you upload, view, and manage all of your case documents, Docrio Document Generation helps you create document templates and packets used across your case workflow.

With Docrio Document Generation, you can:

  • Create document templates
  • Create packet templates
  • Merge multiple documents into a packet

Required Permissions

  • Users must have the Docrio End User Permission Set assigned to view files. See the for setup instructions.
  • Users must have File Actions assigned to their Salesforce Profile in order to interact with files.

Basic Navigation

  1. Open Matters > [Matter Name].
  2. Choose the Documents tab.
Was this article helpful?
0 out of 0 found this helpful