Tickler Maintenance

To manage Ticklers for Dispositions and Sentences, select the ellipsis  button in the Tickler column to select one or more Ticklers to be automatically created. To manage Ticklers for Statuses and Flags, select the  button to add one or more Ticklers to be automatically created for the selected Status/Flag. When maintaining Ticklers, Offset Days is used to specify the number of days after the Tickler is automatically created that it will be due. If more Tickler types are needed, please refer to the instructions under the Event Type Admin menu.  Note: Changes in Tickler Maintenance to not take effect until users login with a new session.

Autodoc Maintenance

To manage Autodocs for Dispositions and Sentences, select the  ellipsis button in the Autodoc column to select one or more Templates to be automatically created. When adding each Autodoc, the ellipsis [...] button is used to browse and select the Template. Please see the Templates menu for more details about Template management. Once selected, specify the default Generate, Print and Envelope options. Once triggered, these are the default options which will be selected. Users can modify these settings as needed each time a document is generated.  Note: Changes in Autodoc Maintenance to not take effect until users login with a new session.