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:

1. On the Document Assembly Wizard screen, select a prepared document.
2. Click the Save button.
   
3. Enter the appropriate information in the fields.
4. 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.