Page 99 - 3E User Manual- updated 3-2018

New Matter Intake

Print Documents
• When printing a Retention Agreement, be sure to update the Matter Acknowledgement | Terms and
Conditions Mailed Date so that the document populates with a date.
• With the matter on the screen, select Print (not the printer icon):

• Format defaults to MS Word (doc).
• Choose the Template.
• Select the Print to Screen checkbox.
• Select Print.
• Select Open.
• Note: there are many different documents, including Evidence forms, in the template drop down. These
documents pull from New Matter Intake to minimize having to type from scratch.

New Matter Intake 3/27/2018