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For instructions on creating a new Document click here
Generic File Covers
This File Cover is a Generic cover available that does not have any custom fields from the matter type on it.
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- Primary Client First and Last Names
- Primary Client first address
- Primary Client work phone
- Primary Client home phone
- Primary Client home email
- Matter Re Line 1
- Matter Notes
- Matter Responsible Fee Earner
- Matter Custom Field (Common) Offsite Archive Reference
- Matter Custom Field (Common) Offsite Archive Location
Conveyancing File Covers
There are two File Covers available for Conveyancing for Purchases and Sales.
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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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