This article will walk you through how to merge and save documents in Unity® Practice Management.

Merging and Saving Documents

1. Navigate to Documents > Templates.
2. Find the subfolder where your documents are, then click on the document you'd like to manage.
3. Pick a Contact to address the letter to. This can be your client, the other side, or the solicitor.
4. Then, click Merge. The file can then be opened in Word.
5. Click on Enable Editing and make your amendments to the document.
6. Once you've made your changes, click Save > Save to Unity.
7. In the dialogue box that opens, type in the Subject. 

8. Next, select a specific Folder you'd like to save it to, then leave a Note if you want to.

   Notes are only internal and cannot be viewed by the client.

9. You have the option to mark this document as a new version if you'd like.
10. You can also record time from here by ticking the record time option and choosing the unit as well as the attendance code.

11. You also have the option to make this a new calendar event.

    This event will only be created in Outlook, not the Unity® platform.

12. You can also e-mail this document as a PDF, as a document, or in the body of the e-mail. Then, click OK.
13. To view the document that you've just merged and saved back into Unity, navigate to the Correspondence folder, then click the file you want to view.
14. You can also click on Quick Download on the far-right hand side to save the most recent copy for your reference.