Documents

You may have non-case-specific documents that you want to be attached to hearings. Under MORE, choose DOCUMENTS from your home page to access this function.

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There are two main ways to use this feature.

1. Library - When you add a document here, it will show up in the Add Attachments section of your hearing in a section called your library.  So you basically upload the document here for storage.  Then when you create your hearing, you can choose any of those documents to add to your hearing by clicking on them.

2. Auto Add - If you can use criteria to decide which documents should automatically go with certain hearings, you can use our auto-add function. Simply change the "No" to "Yes" in that column to see the criteria available. Choose from service, state, county, court, case name, client name, and telephonic. These criteria are AND'ed together. You may add the same document multiple times if you wish with different criteria.

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3. Mass Delete - If you have upcoming hearings with documents added from your library, you can mass remove the document from future hearings by clicking "Remove Now", the job will start and you will receive an email once it's complete. 

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Lastly, you can add a document to a notification. For example, courts that require an Association of Counsel 

Click the three dots: 

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Select the "Limited Association of Counsel"

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Then select the state. Each AOC should have a different state due to state rules. 

If you attach a document to a notification, you will need to setup document fields.