Skip to main content

Generate a probate form or letter

Generate a court form or letter from within a file. This article explains how to generate a form and where to find it afterward.

Steps

  1. Locate the form or letter you want to generate in the file.

  2. Review the details on the page and click Generate in the lower-right corner.

If you have made changes in the Intake, Contacts, or Inventory sections since last generating the document, generate a fresh copy from this screen — do not open the old version from Documents. This ensures your updates are pulled into the form.

  1. Once generated, the form is saved to the Documents section of the file and automatically downloaded to your computer.

Conclusion

Your form or letter is now generated and saved to Documents. Contact [email protected] if you need help.

Related articles

Did this answer your question?