With a few clicks AppColl can auto-populate custom form letters with XML, rich text format (RTF), TXT, or DOCX data in your AppColl account. Custom form letters are XML, RTF, TXT, or 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 for a single matter from the matter details page or for multiple matters from the main Matters module page.
Generating Form Letters for a Single Matter
Generating Forms for Multiple Matters
Selecting Form Letters to Generate
When creating form letters a pop-up window will be opened that allows you to select one or more form letters to generate. Note that the same pop-up window is used for generating both USTPO forms and custom form letters. Consequently you can generate both types of forms at the same time for a matter if desired.