Related documents¶

The answers entered for each variable are automatically stored as non-visible attributes of the document. When you save the document – typically to a client matter directory on your file server or into a Document Management System – the answers are saved as well. This allows you to generate other “related” documents using the same answers without re-keying.

Related documents are particularly useful in package situations. For example, you might have a set of documents all related to vendor conveyancing or all related to banking and finance. In these situations, the same variables often appear in many documents within the set. I-Deal Docs allows you to define a list of documents in a set and then generate subsequent documents simply by selecting them from the list. This significantly increases productivity and reduces error rates.