Emails, Forms, & Documents
49 articles
Embedding a Custom Form on Your Website
Form Styling with Embed Editor
Quick Use Forms
Embedding Multiple Lawmatics Forms on a Webpage
Pagination on Custom Forms
Create Objects from Custom Forms (Advanced Options)
Standard Blocks vs. Relationship Blocks
Avoiding Duplicates from Forms
Form Settings - Redirect Link & reCaptcha
Adding Fields to a Custom Form
Sending and Submitting Forms
Custom Form Type - Matter vs. Contact
External v. Internal Custom Forms
Relationship Blocks
Conditional Logic in Custom Forms
Booking Forms
Connecting Your Webform to Lawmatics via API
Fixing Lawmatics Form Not Showing in Safari, Firefox, and Mobile
Hidden Form Fields
Password Protected Forms
Company Matter Forms
When to Use Plain Text vs. HTML Emails
Using Merge Fields in Email Templates
Promotional Emails (Unsubscribe Link)
Attaching Files to Emails
Plain Text Email Templates
LM[AI] - AI Generated Email Templates
Sending Emails via Lawmatics
HTML Email Templates - Using the Design Suite
Custom Asset Emails
Email Folders
Email Assigning Inbox
New Email Experience
Improving email deliverability and avoiding spam/junk folders
Types of Document Templates and When to Use Each
Custom Documents - Start Fresh
Create Document from PDF Upload
Esignature In PDF Documents
Esignature in Microsoft Word Documents (DOCX)
Merging Fields in Microsoft Word Templates (DOCX)
Conditional Logic in Microsoft Word Documents (DOCX)
Sending Documents
Managing E-Signature Requests & Deadlines
Send One-Off Documents
Add Page Numbers to Documents
Add Headers and Footers to a Document