Entering information on a form

When you Open a form, the system may have completed some fields using the information that has been entered in one or more of your databases, or form selections made. You may amend this, if necessary, by over-typing the text that has automatically been added.

You can:

• Insert practice details
• Select a court
• Select a solicitor
• Select a client
• Add forms of execution
• Use the optional text selection
• Clauses
• Expandability in forms
• Calculations and numerical fields

If a document management system (DMS) is in use, you may be prompted to enter details for each form when you first save it. Refer to your DMS vendor instructions for further information. See also Document Management System Integration.