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.

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.

Set an Intake Form Template

An intake form template simplifies the process of collecting essential client information by providing a reusable framework.

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.

File Manager

With the documents tool, you can build a library of content for your entire team to upload and share documents with your contacts. Upload, Track, manage and store 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.