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
- 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.
- Open Matters > [Matter Name].
- Choose the Documents tab.