Patent ID: 8516007

Claim:
A method for creating a particular set of documents for a matter, comprising: instantiating, on a computing device, a merge application independent of an underlying application of each document; receiving, at the merge application, a selection of a master template corresponding to the particular set of documents, the selected master template specifying a slave template; receiving, at the merge application, a selection of a data structure from a database, the data structure corresponding to collected and organized data relating to the matter; employing, at the merge application, the selected master template and the selected data structure to produce an electronic set of documents for the matter, a corresponding document of the set being produced for each specified slave template in the selected master template; producing the corresponding document according to common content in the slave template, data in the database referred to by unvarying bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template; receive at the merge application a selection of a particular remotely accessible envelope template; and employing at the merge application the selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of document.