When trying to create forms it is important to realize where you are running to get the correct merged data. If you are getting address data for labels or envelopes you can run the forms straight from Contacts. Any kind of form that involves a Client-Matter Number will need to be run from Matters where you are pointing to the Contact underneath the Related tab of the Matter. If you are wanting a document that just has Client-Matter information such as folder labels those can be run directly on the Client-Matter from within the Matters module as well.

If you are finding that some information is missing when your document is created, it may need to be started from somewhere else. 

Addressing an envelope

Open Orion and go to Contacts. Find the contact you need to send an envelope to and right click the contact and then left click Document Library.

In the next window that pops up for example go to Contacts section and then a type of Envelope. Double click the #10 envelope and a Microsoft Word file will open.

Creating Letterhead with Matter and Contact Info

For this example we’ll need to go into Matters on the left hand side toolbar. Find the Client-Matter that needs the envelope. Once it is found click and then look to the bottom half of screen and find the Contact under the Related tab.

Right click on the Contact and choose Document Library. Once that screen is open go to the Contacts category and then type of letterhead. Double click on Letterhead and a Word document will be created.