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. 

How to Generate a Packet in Docrio

  1. Navigate to Matters > [Matter Name].
  2. Select the Docrio tab. 
  3. Select the Merge Packet icon. A modal appears.
    mceclip0.png
  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].
    mceclip1.png
  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
    mceclip2.png
  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. 
    mceclip3.png
Was this article helpful?
0 out of 0 found this helpful