How to add Related Person information based on the role at the case on the Document Template?

Once the matter has customers and related contacts like a debtor, attorney, and so on in Amberlo, and you need to include this information about the attorney or debtor in a document template regarding their type, you can do it:
add Related Person information based on the role at the case on the Document Template1

Simply follow these steps:

Go to the General Settings and select the tab Documents in the left-hand menu.
Go to the tab Document Template Merge Fields.
Select area - Matter.
Select Matter:

add Related Person information based on the role at the case on the Document Template2

add Related Person information based on the role at the case on the Document Template3

Use these fields to create the Document Template. For more information on how to create a document template, click here.

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!