<< Word Processing Macros

Once you have customized WordPerfect and Word with the Document Management macros (icons installed on the toolbar buttons) you can easily create new case documents and save them in Trustee Suite with your Document Management options.

Please see Word Processing Macro Setup for your word processing software or call the Stretto Support Center at (800) 634-7734 for additional information.

1. Open Word or WordPerfect and create your document.
2. To save it into Document Management, click on the ‘Save to Doc’ or the ‘Save to PDF’ icon:

• This will automatically open the New Document window that you use in Document Management.
• Enter in all of the information (Document Title and Source are required) for the associated document and select ‘Save’.
• You will then see your document in Document Management for whichever case was selected.