CLERK | How to Generate A Matter Document

Navigate to the “Matters” tab on the side bar.

Select the relevant Matter.

Click on the “Documents” sub tab. 

Click on the “New Document” button.

Select the relevant Document you want to generate. 

Select the "Format".

Click "Confirm".

The Document will be generated and fall into the documents list.

Click ob the Ellipses on the right hand side to email or download.