Using the Dossier
Updated Feb 10th, 2022
You may take advantage of the Dossier, which gives you the ability to create your own fields to store information.
The following are methods to enter and save information to the Dossier
Client Extension
You may create Client Extensions which can be filled in when adding a new or editing an existing client, navigate to Client/Matters > Client Details
and choose New Client or Edit Client
You will then be presented with the Client Details screen at the bottom of which is the Client Extension
This section contains fields from several Client Level Dossier pages
Enter the details as relevant, and then click Save
Matter Extension
You may create Matter Extensions which can be filled in when adding a new or editing an existing matter, navigate to Client/Matter and choose either Add or Edit Matter
You will then be presented with the Matter Details screen at the bottom of which is the Matter Extension
This section contains fields from several Matter Level Dossier pages
Click Save when you are finished
Opening the Dossier
navigate to Client/Matter and then either Client Details > Dossier Client Level or simply Dossier Matter Level
Questionnaires
You may also create workflows to enter and save your information, when you run workflows you can fill in questionnaires,
