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Tutorial: How to Use Document Assembly in Rocket Matter for Instant Legal Forms

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Uploaded by on Dec 15, 2011

This video illustrates how to create a document template for your frequently used legal forms and documents. In this example, we upload a subpoena template and generate one automatically.

Here are the basic steps:

1) Create your template document by choosing your data fields from Rocket Matter.
2) Add any custom fields to your matters or contacts.
3) Merge your document template with the information from your matter for an instant document!

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Education

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Standard YouTube License

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