Document Fields

You may have documents that you need to produce uniquely for each case. Generating these documents can be time-consuming if done by hand. To help you, Docketly can place text on top of your documents before they are auto-attached to your hearings.

For example, you have a form that you want to attach to each hearing. Go ahead and set that up per the instructions in the Documents section preceding this. Once done, click on the word Fields in the set of links to the right of the document.

You will be taken to our field editor which will help you layout out various data fields on top of the document. This process can be a bit tedious when getting used to it but just remember that you will never have to produce this document ever again once you have it set up!

Let's show that example in action. The process is as follows:

Press "Add New" to add a new field to the document. The page will refresh and you will see blue text in the middle of your page. That's your field. Time to configure it.
You can click on the blue underlined portions in the field to change the values. Maybe it isn't supposed to be on page 1. Click the 1 there and change it to the correct page. Press the blue Refresh button to see your update.
The X value is the coordinate that moves the field from left to right across the page. 0 is the left side of the page. So keep increasing the value a bit until you get it over to where you want.
The Y value is the coordinate that moves the field from bottom to top of the page. 0 is the bottom of the page. So keep increasing the value a bit if you need to move up the page.
Finally, we need to tell the system what text we want there. There is a big list on the page of possible values. More exist so let us know if you can't find exactly what you need.

As you can see, we are now auto-populating the file number on the document when it is attached. You can repeat for as many other fields as you wish to show on the document.