Ideas & Enhancements

Add the ability to use an If statement and tags in a document that is inserted in a template using the Insertdoc tag. This allows the user to create one doc with IF statements and tags once instead of having to create in every template. This will also allow the user to edit one document when there are changes needed.

  • Guest
  • May 25 2021
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  • Guest commented
    June 21, 2023 15:03

    Our firm would use this a lot. Example: releases - we have a standard set of releases we use and those all contain their own set of tags. I would like to be able to use the Insertdoc tag to add a release to a demand letter, but I cannot do that as the demand letter also has its own set of tags.


    Right now the Insertdoc tag works but the doc you are inserting cannot have its own set of tags which means are almost never able to make use of the Insertdoc tag.


    every time we update our release language I have to find all the templates which contain the release and update the language in all those places

  • Guest commented
    January 03, 2022 22:07

    This functionality is helpful for firms that have tags in their letterhead.