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To create a new Microsoft Word Document, there are two places that this can be done, through the Documents Register or through the matter itself.
See the links here for additional help on templates:
Document Templates Supplied by Wise Owl Legal
Conveyancing Queensland - Lexon Precedents
Document Template - Register
To Create a New Document
From the Document Register, select New from Template to open up the Document Creation page. 
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On this page, there is a number of fields offered for ease of use but only a few are listed as mandatory Required Fields.
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You can select the template by typing part of the name and/or arrowing down. 
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All the rest of the fields are filled in by choice but can add value to the organisation by making the document easier to find at a later stage. 
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* These fields have a pin next to them so that the first document created for the day will set the ‘pinned’ value for the rest of the day. This is saved per user per day and can be reset by using the button at the bottom of the creation page.
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Document Fields
Document Name: this will auto-name itself if left blank
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Discoverable: Ability to be seen by third parties e.g. Other Side
Creating a Document from the Matter Screen
Open the Matter in the Matter Module and go down to the Documents bar.
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To Create a New Document, use the button indicated below.
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This will take you to the Creation screen with the matter auto filled. From here, you will need to fill out the fields as you require and as detailed above under Document Register instructions.
Documents for Contacts on a Matter
There is also the option to create documents for clients and contacts on a matter singularly or in bulk. To do this, go to the Matter and open the Clients and Contacts tab.
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