How do I prepare a File Cover?

How do I prepare a File Cover for my matter?

There are two ways to create file covers within the Wise Owl Legal system, through the Documents Module or through the reports function.

Documents Module

This report for the File Cover uses our Document Templates to populate the fields into a document for you to use as a File Cover.
To run this template, watch the short QuickVid below.

This document will contain the data that your matter did at the time you prepared the document.

1. Open your matter

2. Choose New Document

3. Type in File Cover and choose from the available list

4. Select Create Document

5. Click on the Document name to open the created file cover

6. You can edit the file cover, download or print it as required

Reports Function

The report for the File Cover is available on the reports page and is also attached to the print button on the top of the page when you are in a matter.
To run this report, watch the short QuickVid below.

1. Open your matter

2. Click on the report icon on the top right of your screen

This report is basic and can only include the base information from the matter and not anything in the Custom Fields.
This report also cannot be edited when it is produced as it is a static report.