In the Infino Legal plugin, a new tab and fields related to a representative are now available. With their help, you can create documents that will be versatile for both those contacts who do not have representation and those in which information about a representative is provided.
Address documents
If you want to create a document that will be addressed depending on the presence of representation, use the fields from the Representative tab. These fields are active if the recipient has a representative. In this case, you can address the document in two ways.
Method 1:
| Plugin fields | Fields displayed in the Word document | Example |
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«Recipient fields – Legal name / Name and Surname» «Recipient fields – Shipping address – Street, building number, premises» «Recipient fields – Shipping address – Postal code and city» «Recipient fields – Representative – Phrase “Represented subject”, if the recipient is a representative» «Recipient fields – Representative – Name of the entity, name of the representative if the recipient is the representative» «Recipient fields – Representative – The street and number of the represented if the recipient is a representative» «Recipient fields – Representative – The postcode and the city of the represented, if the recipient is a representative» |
Liberty Law Office Long Island 34, 01001 London Represented subject: Tom Evans Marsham Street 2, SW1P 4DF Wellesley Road, London |
Method 2:
| Plugin fields | Fields displayed in the Word document | Example |
|
«Recipient fields – Representative – Name of the entity, name of the representative if the recipient is the representative» «Recipient fields – Representative – The street and number of the represented if the recipient is a representative» «Recipient fields – Representative – The postcode and the city of the represented, if the recipient is a representative» «Recipient fields – Representative – Phrase “represented by”, if the recipient is a representative» «Recipient fields – Legal name / Name and Surname» «Recipient fields – Shipping address – Street, building number, premises» «Recipient fields – Shipping address – Postal code and city»
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Tom Evans
Marsham Street 2, SW1P 4DF Wellesley Road, London Represented by Liberty Law Office Long Island 34, 01001 London
|
After creating a template with such fields, add it to the system and generate templates for any contact, regardless of whether the contact is represented by a representative.
Generate correspondence to representatives
To generate a template in which the recipient is a representative, follow these steps:
- Go to the Templates tab on the chosen case.
- Find the appropriate template and click the “Fill” icon in the actions column.
- In the next window, select the recipient, for example, “Tom Evans repr. by Liberty Law Office”.
- After selecting the recipient, click the “Generate document” button.
- Finally, you can download the prepared document.
