The Precedent Manager can be used to insert a Precedent into an existing letter or to create a document from scratch.
Insert a Precedent into an existing letter
Create your letter by clicking the To Associate drop down on the Matter Centre toolbar and selecting the To Associate or To Client option.
With the letter open on screen, click the Precedent Manager icon. As the letter has already been linked to a Matter and Associate the Precedent Manager will filter the list to show any letters relevant to that Matter Type and Associated Format.
When you’ve found the required Precedent click Continue to insert the text into the letter.
Completing Precedent Variables
With the document still open press F9 on the keyboard to check for any variable fields that need to be completed. The first variable field in the document will be highlighted, some fields may be optional and will display a Yes/ No prompt when highlighted. When a field has been completed click F9 again to move to the next field.
highlighted e.g. [___], type the text that you want to appear using your keyboard – the field will resize accordingly to fit the text and the brackets will be removed. If you don’t want to enter anything in the stop code, press Delete on the keyboard when the code is highlighted and press F9 again to remove it.
This document is a copy of the original Precedent, if any text is added to the document it will not save back to the Precedent.
Open Precedent Manager on the Matter Centre toolbar. If you know the title of the Precedent, enter it into the Active Search field, the list will start to filter as you type. When you find the Precedent that you want click Continue. If the Precedent is a document or letter the Select a Client and Matter screen will be displayed, use this to find the Matter you want to link the Precedent to. When the Matter has been found, identify the Associate you want to send the document to and click Proceed. The document will be opened and Precedent Manager closed.