Merge Documents
Let's merge a document.
Merging a letter to Client.
When it comes to merging documents, we once again run into a key difference between the way this was done in Aderant and will be done in Filevine.
Rather than the global "New Merge Document" button you are used to, you will first navigate to the case you are looking to create a document in.
You will then navigate to the proper Merge Document Widget inside of the case that houses the document template you are looking for.
Here's an example:
For this example, let's say you are looking to merge a "Client Insurance Tricks Letter".
Letters to clients will be housed in the "Client Letters" Widget within the "General Merge Forms" section on the left hand side of your case.
Click "General Merge Forms" on the left hand side of your case. Inside of that section you will see a Merge Document Widget labeled "Client Letters".
Now that you have found the correct location to merge your document, let's search for the template.
All letters that use the MB Letterhead will start with either "LA -", "MS -", or "AL -". So, if you are looking for the LA version, you can start to type "LA - Client Insur" and the dropdown will filter itself to "LA - Client Insurance Tricks Letter.docx". See below.
Once you select the desired template, you should see it listed as the "Current Template: " directly under the search bar.
From here, you will click the "Generate" button, or if you have used that template before within this case, you will see "Regenerate".
After a moment, the document will generate with the following naming convention: "LA - Client Insurance Tricks Letter YEAR-MONTH-DAY"
If you want to rename your file, click the dropdown next to the file name and select rename.
Merging a letter to an Insurance Company or Medical Provider.
The only difference between merging a letter for a Client, or an Insurance Company/Medical Provider is where you go to find the template.