Automating Documents

JustWare's documents feature automates tasks that could otherwise take many hours. Document templates are created with fields that are automatically populated with specific information from the JustWare database, from complete charging documents or multi-page subpoenas to simple letters. A copy of all automatically generated documents is saved in either the name or case electronic filing cabinet. (See "Filing Cabinet" for more information on the filing cabinet.) The filing cabinet can also store electronic files (e.g. graphic files, audio files, scanned documents, etc.) that were not generated by JustWare.

Generating a Document

1. Open the case or name that requires the document.
2. Click the Filing Cabinet snap-in.
   The Filing Cabinet window opens.

3. Add a new record.

4. Select your desired Document Type. Make sure you select a document type with an associated JDA application. If you select a JDA document type, the Document Name field will automatically generate. For more information about JDA, see the JDA 2.0 Editor User Manual.
   Tip: You may generate multiple documents at once. Simply insert more than one new document in the filing cabinet by clicking the + button or Ctrl+I multiple times and filling in the document information before saving.
5. Save the session.
   The document generates.

   Caution: If you generate multiple documents, a status bar will appear, which will show you the progress of the document generation.
6. Review the document and make edits.
7. Save and close the document.
   Note: You will be unable to close a JustWare session if any documents related to it are still open.
8. Save the session.

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