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