Related Documents

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

Related documents are 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 will appear in many documents within the set. I-Deal Docs allows you to define a list of the documents in a set and to generate subsequent documents simply by selecting them from the list. This significantly increases productivity and reduces error rates.

Related Documents Selection