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Doc Creator: Editing and Downloading
Doc Creator: Editing and Downloading

Learn how to edit, download, and export your document

Kelly Oldiges avatar
Written by Kelly Oldiges
Updated over a week ago

Doc Creator has several editing tools you can use to create and update your documents!

You can edit your saved templates in My Account Settings > Firm Defaults > Doc Creator Templates. You can also edit your documents directly in your cases by going to Additional Documents > Doc Creator. In either section, you have the ability to edit your fonts, formats, and alignments by using the Tool Bar in the top menu:

Upon creating a new template, your margins will default to 1 inch. However, you can change your margins by simply clicking and dragging the width of the text box:

You can also change the capitalizations of your words. The editor has upper case, lower case and proper case tools available here:

While working in a case, you can save your case specific custom documents to your Client Document Storage by going to Additional Documents > Doc Creator and selecting either Export PDF or Export Word.

Once you choose to export as either a PDF or Word document, you can then choose to Download or Save to Client Document Storage.

To download your documents that have been exported and saved, you can download them directly in Client Document Storage or by going to Download & Print.

Key words: custom, document, creator, export, download, tag, tags, edit

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