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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

 


Anchor
QuickFilecover
QuickFilecover

Multimedia
nameQuickVid Create File Cover.mp4
width1200
height800

 


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#QuickViewtemp
#QuickViewtemp

Multimedia
nameQuickVid See File Cover Templates.mp4
width1200
height800