Creating a form

A form is a standard electronic legal form. If you use Cloud Forms or Laserform Desktop, you can merge data from the ALB database into forms on similar lines as for Quick Letters and Standard Documents.

When you select a form to be used for a matter or for an agenda step, you can select either a standard form or a custom-mapped form.

A standard form is either:

Blank — a form with no fields mapped
Advanced mapped — a form that has fields mapped by Advanced to ALB database fields

A custom-mapped form is a formthat has fields mapped to ALB database fields and has been set up specifically by, or for, your firm.

To create a form:

On the Actions menu, click Produce Form. More about where to create documents.
If you have more than one forms provider, you are asked to select a provider. Cloud Forms or Laserform Desktop is the default. If you select either of those, go to step 4.
If the form you are creating is from a provider other than Cloud Forms or Laserform Desktop, on Choose A Form, find the form and double-click it to open it.

- On Form Merge, complete the form.
- Close Form Merge by clicking . The ALB Document History screen opens.
- Go to step 7.

If the form you are creating is a Cloud Forms or Laserform Desktop, the Merge Cloud Forms window opens. You can Search, view Recently Used Forms, and a list of Custom Mappings (custom-mapped forms). You can also use the filters to narrow down the list of forms displayed.
Click on the Code, or double-click the form to open it in Laserform Library. Click Edit Form to complete the form, if necessary.
Close Laserform Merge by clicking . The ALB Document History screen opens.
When the Document History dialog box opens you can amend and/or enter information about the document and its attributes. For more about the fields and options available refer to Document History fields.
Click on Save when you are done. The form is saved with the record from which it was initiated. It has status Ready for Review and is listed on the Document History tab in the folder you specified on Document History. If necessary, you can double-click on the form to open and edit it, or change the form settings using right-click and selecting Edit Document.

Note For more information on dealing with forms once they have been saved to History, please refer to Where to Manage Documents.

When using mapped Laserforms, if your version of the Laserform Desktop is not the latest version, a message will display to notify you of this. You can continue with the merge, but some of the mapped fields may not merge depending on the changes that have been made to the form. You can add any missing data manually after the merge and refer this to your system administrator.

If you would prefer to not see this warning, your system administrator can disable it, in Utilities - System Parameters, by setting Show LFM Version Mismatch Warning to No.