Automatic Docketing from Templates

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Want to Setup Automatic Docketing from Templates?

TW1

Add Docket Days, Reminder Days and Docket Activity directly to a template from the Template Library

TW2

The Add to Tickler window will pop-up after the document is generated. The Description/Subject will show the name of the Template or the Subject entered in the Detail Window. Add the Assigned To and click Add Tickler.

TW3

Need to keep time on Document creation?

TW4

Add the details required to create the time entry to the template. These include Billable Hours, Task Code and Activity.

TW5

If you’re interested in learning about setting up the template library to automate docketing and timekeeping in TrialWorks, contact the Training Department at 800-377-5844, Option #2.

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