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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 image Save button.
  3. Enter the appropriate information in the fields.
  4. Click the image 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.

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