[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-194979-105":53,"doc-detail-194979-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","using-the-mailing-wizard-in-trialworks","Using the Mailing Wizard in Trialworks","","The document provides a step-by-step guide on how to use the Mailing Wizard feature in Trialworks, a legal case management software. The Mailing Wizard allows users to create multiple documents for different cases or contacts within a single case. The guide illustrates the interface of the Mailing Wizard, including sections for selecting the source (Dashboard or Case), defining document information (Type, Author, Template Category, Template), and specifying options like Preview Documents or Auto Print. It also shows how to access the Mailing Wizard through the Trialworks menu, highlighting its function to generate multiple documents efficiently and its integration with other features like the Dashboard view for contact management. The document emphasizes the wizard's utility in streamlining the document creation process for legal professionals by enabling bulk generation and customization.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/using-the-mailing-wizard-in-trialworks/194979/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/using-the-mailing-wizard-in-trialworks/194979.png","ImageObject",442,249,{"name":88,"@type":89},"Rizky","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-25","2026-09-03",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the primary function of the Mailing Wizard in Trialworks?","Question",{"text":108,"@type":109},"The primary function of the Mailing Wizard in Trialworks is to create multiple documents across different cases or for various contacts within a single case, streamlining the document generation process.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What information can be configured within the Mailing Wizard?",{"text":113,"@type":109},"Within the Mailing Wizard, users can configure the source of the mailing (Dashboard or Case), document details such as type, author, template category, and specific templates, as well as select options like previewing documents before printing or enabling auto-print functionality.",{"name":115,"@type":106,"acceptedAnswer":116},"How can a user initiate the Mailing Wizard in Trialworks?",{"text":117,"@type":109},"A user can initiate the Mailing Wizard by navigating through the Trialworks main menu, typically found under a 'File' or 'Home' tab, and selecting 'Mailing Wizard' from the available options.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},194979,1788444313,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":60,"file_id":130,"file_url":131,"file_type":132,"file_size":133,"view_count":134,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":125,"read_time":76},962085564807,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","cbCain7eBia9PeVF","https://ap.wps.com/l/cbCain7eBia9PeVF","pdf",690618,6,7,"English","# Accessing the Mailing Wizard\n## Using the Mailing Wizard Interface","[{\"question\":\"What is the primary function of the Mailing Wizard in Trialworks?\",\"answer\":\"The primary function of the Mailing Wizard in Trialworks is to create multiple documents across different cases or for various contacts within a single case, streamlining the document generation process.\"},{\"question\":\"What information can be configured within the Mailing Wizard?\",\"answer\":\"Within the Mailing Wizard, users can configure the source of the mailing (Dashboard or Case), document details such as type, author, template category, and specific templates, as well as select options like previewing documents before printing or enabling auto-print functionality.\"},{\"question\":\"How can a user initiate the Mailing Wizard in Trialworks?\",\"answer\":\"A user can initiate the Mailing Wizard by navigating through the Trialworks main menu, typically found under a 'File' or 'Home' tab, and selecting 'Mailing Wizard' from the available options.\"}]","Using the Mailing Wizard in Trialworks | PDF"]