Apply a document style
You can apply a document style to give it a distinct look. If you will be contributing to the firm's content, read about how to set up document styles and document templates.
After you click Send to Contact on a Word document, you can select the Contact and Document Style that will be combined with the original document, forming the Client Document.
The Send to Contact feature is available for Microsoft Word documents only.
The document that you download and send to a client (Client Document) is a combination of three things:
- A letter or document template, which forms the body of the document.
- A document style, including elements such as your firm's logo, a partner's signature, and font settings.
- Contact information - similar to the mail merge feature of Microsoft Word,
