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
