Docrio Packet Builder Overview

 

The Docrio Packet Builder allows users to create and manage packets which act as containers for individual or multiple template files. This article provides steps on creating new packet templates, editing existing packet templates, and using packet templates to generate documents using the Merge action. 

How to Create a Packet in Docrio

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.

Once created, you can edit these packets as needed.

  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.
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  4. Save
  5. Select Add Template(s).
  6. Choose the template. 
  7. Select Add Template(s)
  8. Save. 

How to Edit a Document Packet

You can add, remove, and re-order templates within a packet; you cannot change the starting object of a packet.

  1. Navigate to App Launcher > Packet Builder.
  2. Select Edit Packet.
  3. Choose a packet and select Edit Packet.
  4. You can update the following fields:
    • Packet Name
    • Packet Code
  5. Select Add Template(s) to add another template. This must be a word document.
  6. Re-order the templates in that display in the right panel if necessary.
  7. Save.

 

How to Generate a Packet in Docrio

You can generate a packet (set of documents) for a matter using the Merge Packet button. The kind of packets available depend on the parent record; in this case, it is a matter record.

To create new packets, see the Create File Packets guide. 

  1. Navigate to Matters > [Matter Name].
  2. Select the Docrio tab. 
  3. Select the Merge Packet icon. A modal appears.
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  4. Search or Scroll through the list of packets. You can Show the contents of a packet to review all  the documents that are generated. 
  5. Choose a [Packet Name].
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  6. Select Next
  7. Review the fields displayed. Some may require manual entry while others auto-populate based on information provided in the parent matter record. You can also Preview the document before generating.
  8. Select Generate
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  9. Wait for the progress bar to be 100% complete. Once complete, all generated files are listed in Docrio for review, edit, preview, or download. 
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