Print Preview

Use the Print Preview section to customize and generate a downloadable PDF version of the matter, which can be shared with external parties. The selected sections from the matter are compiled into a professional layout displayed in the preview pane on the right.
To generate and share a PDF of the matter:
  1. Navigate to the Matters section from the left-hand menu.
  2. Open any specific matter by clicking its title.
  3. Select the Print Preview tab in the matter’s top menu bar.
  4. Simply check or uncheck the relevant sections to include them in the final PDF output. The preview updates in real-time to reflect your selection.
  5. Click the Download button to export the document.
Note: Only publicly visible notes and data will be included. Private information remains excluded from the PDF for confidentiality and compliance.