Learn about document styles
You can apply a document style to give it a distinct look. If you will be contributing to the firm's content, read about how to set up document styles and document templates.
In the Firm menu of the Intranet module or from the Search Results page, click the name of the document for which you want to modify the style. Click the Send to Contact button; you can select the contact and document style that will be combined with the original document, forming the client document. The document that you download and send to a client (client document) is a combination of three things:
- A letter or document template, which forms the body of the document.
- A document style, including elements such as your firm's logo, a partner's signature, and font settings.
- Contact information - similar to the mail merge feature of Microsoft® Word®, CCH iFirm Intranet can also include details from a Contacts record, such as the addressee name and mailing address.