Sending out legal documents and notices can be a time-consuming process. With a tool like CaseMail, you can easily mail your legal documents and track the delivery/signature by the recipient.
Add Formstack Documents to your workflow and you can automatically populate your legal documents and notices from frequently used templates, then send over to CaseMail to be mailed. You’ll never waste time searching for a template or copy and pasting again!
In this example, we’re going to show you how to automatically generate Bankruptcy Notices from a CSV spreadsheet and then send over to CaseMail to be mailed.
To get started, we’re going to set up the template for our Bankruptcy Notice using a Word document. Inside Word, we’re going to add our boilerplate bankruptcy terms, then for the spots that we want to insert our customer’s information, we’re going to use merge fields that look like: {$FirstName}, {$Address}, etc.
Here’s what our bankruptcy notice template looks like:
Once we have our template finished, we need to upload it to Formstack Documents. From the Documents page in Formstack Documents, click the New Document button and enter a name. On the next step, pick Office Document as the document type and then pick the file from your computer.
After you’ve uploaded your template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. For this example, we’re going to generate PDF and we’ll include the name of our customers in the file name.
Next, we’re going to set up the delivery of our document to CaseMail so that it is automatically mailed to our customer. From the Deliver tab, click the New Delivery button and select CaseMail from the list.
Once you authenticate your CaseMail account, you’ll need to indicate the To and From addresses for the mailing. You can use merge fields in these fields or static addresses. Feel free to customize any of the other settings.
After you’ve saved your CaseMail delivery, we’re done with the setup process and we’re ready to send the notices. For this example, we’re going to show you how to do a batch mailing, but you could also hook your document up to CRMs, billing systems, and more to easily generate on-off documents.
To start our batch, we’re going to go to the Merge tab of our document and select the Upload Data option. Here, we’re going to upload a CSV (spreadsheet) of our customer information that we want to merge into our documents.
After we uploaded our spreadsheet, we’re going to have to match up our merge fields with the columns in our spreadsheet. Then we can trigger the merge and all of those letters will be generated and sent over to CaseMail for mailing.
Here’s what one our merged notices looked like:
Congrats, you’re all done! You can now automatically generate all types of documents and send them in the mail via CaseMail. Can you think of any other ways that you can use Formstack Documents to simplify your paperwork process?