This feature is dependent on Unity™ Practice Management Docs V3.32 or higher and Unity™ Practice Management Core V4.28 or higher

Target Audience

This feature will benefit customers using a Docmosis integration to maintain a library of Precedent Templates.

Pain Point Solved

Prior to this feature, customers will need to go through the Preview screen first where all variables are listed and click another button to generate their document even if they don’t need to interact with the variables or the preview itself.

If they are using related list variables, there was another step of manually selecting all rows in the table to ensure that they are included in the generated document.

Data Model Changes

New Fields

There is now a field called Available for Quick Generate on the Precedent Template object. This is used indicate which specific templates can use this feature allowing customers granular control over their document generation workflows.

Implementation and Configuration Guide

Permissions Assignment

If the standard Nebulaw Docs permission set is not used either on its own or as part of a permission set group, customers may need to update their custom permission sets to include read access to the new field before this feature can be used. 

(How to: Set New Field Permissions on Custom Permission Sets & Assign Permission Sets to Users)

Page Layout Update

The new field may need to be added to the Precedent Template page layout that’s used by your organisation.

(How to: Adding New Fields to a Page Layout)

Data Update

Precedent Templates that the organisation consider to benefit from the Quick Generate feature will need to be updated such that their Available for Quick Generate field value is set to true / ticked.

Component Update

The precedentSelector component that’s used on the Matter Lightning Record Page will need to be manually updated to set the Quick Generate Enabled flag to true in order to allow users to use the feature.

For Administrators:  To enable this feature, navigate to the Lightning page layout for the Object where you generate your precedents (e.g. Open a the Precedents tab in a Matter then navigate to the Settings Cog > Edit Page). Select the “Precedent Selector” component, then check the “Enable Quick Generate” option to activate the feature.