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These file covers are all located as Templates in the Documents module and will pull the data from the matter at the time that they are created. See the QuickVidat the end of this Article on how to create a file cover, or click here to see how to view all File Cover Templates
You can always rerun the file cover to include more information or you can edit the PDF before it is printed.
We have file covers available for different types of law. Please go to the relevant section and check what will need to be filled out.
Some commonly used File Cover names are:
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- Custom Field Full Property Address
- Custom Field Contract Date
- Custom Field Finance Date
- Custom Field Pest and Bulding Inspection Date
- Custom Field Settlement Date
- Custom Field Seller 1 / Custom Field Buyer 1 (Depending on if Purchase or Sale)
- Other Contact Settlement Agent
- Settlement Agent First and Last Name
- Settlement Agent work phone
- Settlement Agent work email
- Other Contact Other Side Representative
- Other Side Representative Company Name
- Other Side Representative Billing Name
- Other Side Representative work phone
- Other Side Representative work email
- Other Contact Registered Mortgagee
- Registered Mortgagee First and Last Name
- Registered Mortgagee work phone
- Registered Mortgagee work email
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