When generating a document automatically as PDF, you may see the following message:

This happens when your documents include list items, for example, bullet points, or numbered lists, and template fields are inserted in your list. Reformatting your document ( e.g. removing the bullet points from your template) is one of your options, so you can automatically generate your document as a PDF.
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However, there is an easy way to remedy if the PDF generation fails!
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1: Click on the "Back" icon which will bring you back to the previous page, then click on "Next: Save Document".

2: First, draft the document as docx file. This will also allow you to make any changes ( if any) in the Word version.
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3: Use MyCase "Convert PDF" to convert the final version to PDF with a click of a button!