Saving a Document File
Suite can save a HotDocs document(s) to the Documents tab of the selected entity, matter, or person.
To Save a Document File:
- On the Document Assembly Wizard screen, select a prepared document.
- Click the Save button.
- Enter the appropriate information in the fields.
- Click the Save button.
Once a file has been saved in this manner, open the file in subsequent sessions of eCounsel from the Documents tab of the appropriate module.