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Produce a document from a corporate law transaction
Produce a document from a corporate law transaction

How to produce a template from a transaction in a matter?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

Before you begin: For PC users only, we invite you to install the tools for the Office suite if you have not already done so. Note that the administrator rights of your workstation may be required to proceed with the installation. In this case, contact your system administrator.


Step 1: Go to the Matter tab in the main menu.

Step 2 : Double-click on a matter type ''Company book'' for which you want to produce a document.

Step 3: Go to the Transactions tab of the matter.

Step 4: Select the transaction and click on the "Produce Document - JurisDocument" icon located in the upper left corner.

Step 5: Filter the template search by selecting the Corporate Law collection.

Step 6: Select the template to be produced and then click on the JCW icon in the upper right corner of the window.

Step 7: Click on the download at the bottom of the screen. Once you have completed the steps, your template will open in Word.

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