{"id":17422,"date":"2020-06-26T10:23:01","date_gmt":"2020-06-26T09:23:01","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=17422"},"modified":"2024-05-24T08:01:10","modified_gmt":"2024-05-24T07:01:10","slug":"create-multi-line-dossier-pages","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-multi-line-dossier-pages\/","title":{"rendered":"Create Multi-Line Dossier Pages"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide walks you through the process of creating Dossier Pages which allow multiple entries<\/h2>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Creating Multi-Line Dossiers<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can use dossier fields and dossier pages to store additional data on your files and merge through into your documents.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select \u2018Case Management Setup\u2019 under the \u2018Supervisor\u2019 area. Now select \u2018Dossier Pages\u2019, which will show you the option to \u2018Add Dossier Page\u2019.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"932\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-554.png\" alt=\"\" class=\"wp-image-67509\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-554.png 800w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-554-258x300.png 258w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-554-768x895.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On selecting this, the following screen will show:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"705\" height=\"274\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-555.png\" alt=\"\" class=\"wp-image-67510\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-555.png 705w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-555-300x117.png 300w\" sizes=\"auto, (max-width: 705px) 100vw, 705px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can now enter the new Dossier Page ID and Dossier Page Description to be created. The description needs to be relevant the fields stored on the Dossier Page, so that it can easily be located. To make it a Multi-line page tick the option Allow multiple entries. <\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">The Dossier Page ID will be a shorter version of the Dosser Page Description. No spaces can be used in the ID, as with the Dossier Fields, so an underscore will have to be used. The Dossier Page ID is also limited to a maximum of 15 characters.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now select \u2018Save\u2019 to be returned to your list of dossier pages, with your newly created one now available for selection.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Alongside the name of the new Dossier Page created, when you right click on the relevant page<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"461\" height=\"280\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-556.png\" alt=\"\" class=\"wp-image-67512\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-556.png 461w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-556-300x182.png 300w\" sizes=\"auto, (max-width: 461px) 100vw, 461px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u2018Edit\u2019 <\/strong>will allow you to change the Dossier Page description shown. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Both Dossier Page ID and Allow multiple entries will be greyed out as this cannot be edited once created.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"277\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-557.png\" alt=\"\" class=\"wp-image-67513\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-557.png 700w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-557-300x119.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u2018W\/T Links\u2019 <\/strong>will allow you to link the new Dossier Page to the relevant work types or to set it as client level, which means that it will be available across all clients and matters.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For client level, select Client Dossier Page and the choose from Link to Global, Link to Individual, Link to Company<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"767\" height=\"182\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-558.png\" alt=\"\" class=\"wp-image-67514\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-558.png 767w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-558-300x71.png 300w\" sizes=\"auto, (max-width: 767px) 100vw, 767px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For matter level, select Matter Dossier Page, now tick the relevant work type and click Link\/Unlink<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"222\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-559.png\" alt=\"\" class=\"wp-image-67520\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-559.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-559-300x87.png 300w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u2018Fields\u2019<\/strong> will allow you to link any relevant Dossier Fields to the Dossier Page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select the tick box alongside the relevant fields and the click on the \u2018Add Quick Links\u2019 button<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"841\" height=\"220\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-560.png\" alt=\"\" class=\"wp-image-67523\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-560.png 841w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-560-300x78.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-560-768x201.png 768w\" sizes=\"auto, (max-width: 841px) 100vw, 841px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Please note you may only link a maximum of 20 fields to a Dossier Page<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have located and linked all fields required you will then have the option to design the Dossier Page, which allow you to place the fields where you wish.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select Design Page, <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"831\" height=\"225\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-561.png\" alt=\"\" class=\"wp-image-67524\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-561.png 831w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-561-300x81.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-561-768x208.png 768w\" sizes=\"auto, (max-width: 831px) 100vw, 831px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using the drop down lists position the fields in the desired location<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"822\" height=\"220\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-562.png\" alt=\"\" class=\"wp-image-67525\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-562.png 822w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-562-300x80.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-562-768x206.png 768w\" sizes=\"auto, (max-width: 822px) 100vw, 822px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the Dossier Page has been designed as required select \u2018Save\u2019 to keep any changes made.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once saved, you will see the option to \u2018Preview Page\u2019. Select this in order to see how this will look when entering details within the dossier.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Using Multi-Line Dossiers<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may amend and create records in your multiline dossier fields. Simply access the dossier page as you normally would. Your multiline field will have an Add Record option in the top left.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"853\" height=\"150\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-563.png\" alt=\"\" class=\"wp-image-67526\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-563.png 853w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-563-300x53.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-563-768x135.png 768w\" sizes=\"auto, (max-width: 853px) 100vw, 853px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After clicking this, you may add another line onto the field.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"579\" height=\"324\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-564.png\" alt=\"\" class=\"wp-image-67527\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-564.png 579w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-564-300x168.png 300w\" sizes=\"auto, (max-width: 579px) 100vw, 579px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you have filled in the information for your new line, click on Save. The information entered will be added as a new row.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Multiline Dossiers can also be set during the running of a workflow. A new Edit Multi-Line Dossier action is available from the standard actions list.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"613\" height=\"760\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-565.png\" alt=\"\" class=\"wp-image-67528\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-565.png 613w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-565-242x300.png 242w\" sizes=\"auto, (max-width: 613px) 100vw, 613px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>This guide walks you through the process of creating Dossier Pages which allow multiple entries Creating Multi-Line Dossiers You can use dossier fields and dossier pages to store additional data on your files and merge through into your documents. Select \u2018Case Management Setup\u2019 under the \u2018Supervisor\u2019 area. Now select \u2018Dossier Pages\u2019, which will show you [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"template":"","categories":[236],"tags":[],"class_list":["post-17422","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-case-management-setup-browser"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create Multi-Line Dossier Pages | Osprey Academy - Customer Support and Training Centre<\/title>\n<meta name=\"description\" content=\"A step-by-step guide of creating Dossier Pages which allow multiple entries not just single.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-multi-line-dossier-pages\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Multi-Line Dossier Pages | Osprey Academy - Customer Support and Training Centre\" \/>\n<meta property=\"og:description\" content=\"A step-by-step guide of creating Dossier Pages which allow multiple entries not just single.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-multi-line-dossier-pages\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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