Status
Status
This menu is used to configure which Autodocs and Ticklers are to be generated when cases are opened or closed in the system. Edit either Status by double-clicking or select Edit from the toolbar for the selected Status.
Select from the tabs shown across the bottom of the screen:
button to insert each new Tickler/Autodoc to be generated for the selected Status.
Tickler Maintenance 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 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.
See also