Juris Concept

What can be included in the content of a document template?

The JurisDocument icons

What are the functionalities of the JurisDocument?

JurisDocument paper

Create a JurisDocument

Create a JurisDocument template

How to import a document template into JurisDocument?

Import an existing template into JurisDocument

How do I make changes to a document template?

Modify a JurisDocument template

Delete a JurisDocument template

Create an email template

How to customize the layout of an email template?

Create an email template with a layout

How do I make changes to template?an email

Editing an email template

Delete an email template

Where do you find the merge fields that include all the role types of a person?

Find the merge field corresponding to a person's role

What are the possible ways to insert the title of a person in a JurisDocument template?

Insert the title of a person in a JurisDocument template

Produce a document from a matter

How to produce a template from the Person tab?

Produce a document from the Person tab

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

Produce a document from a corporate law transaction

Why am I unable to produce a document template?

Difficulties in producing a JurisDocument

JurisDocument collections

How to link a user guide to a JurisDocument template?

Add a user guide to a JurisDocument template

Document Fusion and JurisDocument

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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