With a few clicks AppColl can auto-populate custom form letters with rich text format (RTF), or DOCX  data in your AppColl account. Custom form letters are RTFor DOCX files created using a program such as Microsoft Word with embedded form fields that are uploaded to the FormLetters folder in your account as shown here. 

One or more form letters can be generated for one or multiple matters. Form letters can be generated from the Matters module or Matter Details page.

Generate Form Letters from the Matters Module

1. Once you have your form letter loaded into AppColl, go to the Matters module.
2. Select the Matter(s) for which you would like to attach a form letter. Note that you can select multiple Matters if desired. 
3. Click Create Form Letters. 

4. Select the Form(s) you wish to generate. If multiple forms are generated, a zip file containing the forms will be downloaded. Note that from the Create Forms window you can also select USTPO forms. You may generate both types of forms at the same time for a matter if desired.
5. Click the OK button.

The form letter(s) will now be automatically created and downloaded to whatever location your browser is set to download documents. 

Generate Form Letters from the Matter Details

1. Go to the Matters module.
2. Click on the Matter for which you would like to attach a form letter. 

3. Click the Create Form Letters button.

4. Select the Form(s).
5. Click the OK button.