EditPurpose
To define codes for forms that are included as part of work order requests.
EditLocations Used
Administration, New Work Order
EditOverview
When a client requests a work order request, they send forms that need to be filled out by individuals or companies that are being served, questioned, or contacted regarding the work order. When creating a new work order using LegalSuite, these forms can be uploaded and automatically filled in where possible with information that you entered as part of the work order.
EditView a Form Code
To view a list of form codes currently defined in LegalSuite, make the menu selection
Administration⇒System Codes⇒Form Maintenance from the navigation bar.
 Form Maintenance |
To view information regarding a specific form code, click on a code on the list. The Form Maintenance Details page will appear with details regarding that code. Refer to the section "Add a Form Code" for an explanation of each field on that page.
EditAdd A Form Code
To add a new form code, click on the ADD NEW ENTRY button on the Form Maintenance page.
 Add or Edit a Form Code - button selections on the bottom vary if you add or edit. |
All fields marked with an asterisk "*" are required.
1. Code – Enter a code for a form your client may use for a work order.
2. Title – Enter a name for the form that can be used as a description for the code.
3. Display Code – Enter the code to display in the list box when creating a new work order; the list box allows you to select the forms that are applicable to the work order.
4. Display Name – Enter the name to use along with the display code.
5. Type – Select the type of form using this drop-down menu. Possible types include subpoena, form letter, and proof form.
6. Upload File – Enter the name of a file on your computer where the form is stored. You can also click on the browse button to bring up a file selection window from where you can browse the files on your computer and select the file to upload. Once you click on the SAVE button to save a new form code, you can click on the code to edit it again and you will see the name of the form you uploaded directly below the Upload File input field. The name is selectable; click on it and the preview window will appear, displaying the form that was uploaded.
7. Force Print – Check this box if the forms and the work order it is attached to must be printed. For example, forms can be emailed to the firm that requested the work order; however, if a signature is required on one of the forms, the forms must be printed before being sent to the firm.
8.
Found – Different forms are used by the courts and legal firms based on the reason an individual or company is being served, and the manner in which they are served. This input field, and others that may be required based on what value is entered in the input field, pertains to whether or not the individual or company being served was found. Through these input fields, you will specify the reason for which the form that you uploaded is used.
Select Found or Not Found from the pull-down menu to indicate whether or not the individual or company being served was found. If you select
Not Found, no additional input is needed. If you select Found, an additional input field will appear:
 Found |
9.
Court Type – Select from the pull-down menu the type of court that uses the form, either Federal or State.
If you select FEDERAL for the court type, additional input fields will appear:
 Federal |
10.
Document Type – Select from the pull-down menu the type of document that the form code represents, in other words the type of document that was uploaded for this code.
11.
Manner of Service – Select from the pull-down menu the manner in which the form is to be served to the recipient.
If you select STATE for the court type, the input field called
State will appear.
12.
State - You must choose California or Non-California from the pull-down menu for State.
If you select California for the State, you will see additional input fields:
 State - California |
The selections available on the pull-down menus for
Document Type and
Manner of Service are different from the Federal court type. Additional input fields may appear depending on what selections you make in these input fields.
Non-California - General
Non-California - Notary
, you must choose a
Document Type from the pull-down menu. If you choose
General, no additional input fields will appear. If you choose
Notary, another input field called Manner of Service will appear, where you must specify how the form is to be served to the recipient.
13. Click on the SAVE button to create the new form code. Click on the CANCEL button to discard your changes.
EditEdit an Existing Form Code
1. To edit an existing form code, click on the code on the Form Maintenance page. The Form Maintenance Details page will appear.
2. Make the desired changes. See the section Add a Form Code for more information on the input fields.
3. Click on the SAVE button to save your changes to this form code entry. Or click on the SAVE AS NEW ENTRY button to retain the original values for the entry before you started making changes, and create a new form code entry in the database with the updates, in other words the values currently displayed on the Form Maintenance Details page.
 Button selections for EDIT and DELETE. |
EditDelete a Form Code
1. To remove an existing form code, click on the code on the Form Maintenance page.
2. Click on the DELETE button to remove the form code from the LegalSuite database.
3. You will be asked to confirm that you wish to delete the code. Click on "OK".
4. The code will be deleted from the LegalSuite database. It will no longer be seen on the Form Maintenance page.