Documents

RunSensible’s document management simplifies handling legal documents. With its robust features, you can efficiently organize, store, and share documents, ensuring they are secure and easily accessible.

FAQs

Absolutely!  Begin by going to Settings > Documents & Emails > Document Templates > Create Template. Begin by giving your template a Name and selecting the relevant entity the template is intended for. Specify the country, state/province, city, and county by selecting the appropriate options in their respective fields and clicking Next to proceed. Choose from Use Text Editor, Upload PDF, and Upload WORD options to create or customize your template. Select the option that best fits your needs and continue customizing your document template as required.

Yes, RunSensible offers a bunch of pre-built templates designed for common legal documents. These templates can be used as-is or customized to fit your firm’s specific requirements. To access them, simply navigate to Settings > Documents & Emails > Document Templates > RunSensible Templates. From there, you’ll find a list of ready-to-use templates designed to streamline your document creation process.

No, RunSensible does not impose hard limits on document storage. It is designed to scale seamlessly with your needs, and all plans typically include unlimited storage.

No, there is no restriction on the number of templates you can create, offering unlimited customization to suit your needs.

RunSensible supports multiple file formats, including Word, PDF, and plain text. You can choose the format that best suits your needs or your clients’ preferences.

Yes. To proceed, navigate to the Matters section and select the Documents tab. From there, click Create Document from Template. This will direct you to the Add Document page. Choose your desired template and you will proceed to the next step. Select the client name from the dropdown menu and review the details on the final review screen to ensure everything is correct. Once completed, the template will appear in the main interface. Locate the Actions button next to the template name, click on it, and select Links. Open the copied link in another browser. At the top right of the page, you will find the option to Sign Document. Click the button to complete the signing process.

Document Management

To access documents, head over to the left-hand side bar menu and click on Documents.

Create Intake Form

With Runsensible’s form maker, you can effortlessly create your intake form, even without coding experience.

Create Document Templates

Here’s a step-by-step guide to creating document templates in RunSensible:

Edit Document Templates

To edit your document template, navigate to Settings on the top right corner of your screen.

Deleting Document Templates

To ensure that your document management stays organized and efficient, follow the steps below for smooth and hassle-free template deletion.

Email Templates

Sending emails is a vital part of communication, but it can be time-consuming to write and format individual messages. That’s where RunSensible email templates come in.

Unable to Save Word Document Templates

If you’re experiencing difficulty saving your Word Document templates in RunSensible, it may be because your Word document is locked.

Create PDF Document Template

With RunSensible, you can easily create PDF templates that seamlessly incorporate data from various sources.

Create a Text Editor Document Template

The text editor in RunSensible allows you to create a document entirely from scratch within the system. If you prefer to start fresh, rather than using an existing template or document, our editor makes it easy to write your content.

Create a Word Document Template

In RunSensible, you can upload document templates that you’ve created in Microsoft Word directly into the system for future use.

Create Word Template with Runsensible Microsoft Add-in

With RunSensible’s Add-in for Microsoft Word, you can create a fully customized document template to suit your needs. After designing the template in Word, the Add-In allows you to convert it into a fillable form.

Create Sets in Document Templates

When working on a case, it may require a group of documents to be filled by your client. To streamline the process, you can create sets of documents.

Custom Snippets

Snippets is a tool that allows you to create shortcuts for commonly used words, phrases, and initials in the notes you leave within the system.