There are several different file covers available to be used depending on the type of matter that you are preparing them for.
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 QuickVid at 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:
BASE001 File Cover Sheet Base
CONV001 Purchase File Cover Sheet
CONV002 Sale File Cover Sheet
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.
BASE001 File Cover Sheet Base
It can be used as a default for any type of law that does not have a matter type specific file cover.
The following fields need to be filled out on the Matter and relevant contacts to ensure each item pulls correctly.
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.
CONV001 Purchase File Cover Sheet
CONV002 Sale File Cover Sheet
The following custom fields and contacts (in additional to the Generic File Covers fields) need to be filled out on the Matter and relevant contacts to ensure each item pulls correctly.
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
