Your firm can now incorporate standard fields for document types. When configured in the Document Type Directory, a Fields tab will display in the detail view of the Documents Tab for a Case, Intake, or Provider. Documents with contact/name fields mapped in Template Setup can automatically populate Case data during document generation.
NOTE: The Fields tab will be hidden if standard fields have not been configured for a Document Type.
A group of standard fields can be added to any Document Type. Refer to Document Type Standard Fields for a list of all standard fields within each of the seven available Document Type categories.
The following example shows the standard fields that have been added to the Correspondence Document Type. Information saved in standard fields will be retained if a user changes the Document Type for a file and then switches back to the original type.
When filtering documents by a Document Type, standard fields from that type will be added as columns to the end of the grid in the Documents Tab list view.
NOTE: When the column layout or filters are changed, the same layout and filters will be applied the next time you search by that selected Document Type. For example, if you hide the 'From' column for the Correspondence type, that column will continue to be hidden until you make it active again.
