If you are not familiar with Document Automation, please see the following support articles:Īdding Editing Restrictions/Protection to your Template Related article: Tutorial - Using Document Automation to Create a Trust Receipt
These techniques would be useful for creating protected trust receipts with Document Automation. This article offers advanced Microsoft Word (2010-2013) techniques for creating a protected template with fillable fields (or "Content Controls" in Microsoft terminology) for data that cannot be completed by Clio's merge field tags.
0 kommentar(er)
