Documents: boilerplate lists and fill-in instructions

Documents: boilerplate lists and fill-in instructions

Summary: Maintain document lists for process vs. court and configure reusable fill‑in instructions.

Quick answer

Create document lists (court vs. process) and add fill‑in instructions/phrases for order entry.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Go to **Maintain ▸ Documents**. Create lists for **Process** or **Court** by toggling the **Court** checkbox.
    media/documents-boilerplate-01.png

    [Insert screenshot for Step 1]

  2. In **Fill in Instructions**, add boilerplate instructions and phrases you can select from orders.
    media/documents-boilerplate-02.png

    [Insert screenshot for Step 2]

  3. Use document codes/abbreviations if you prefer quick keyboard entry during order setup.
    media/documents-boilerplate-03.png

    [Insert screenshot for Step 3]

Confirm it worked

On order entry, you can add documents via double‑click or phrases via the selection list.

Troubleshooting

If a list doesn’t appear for court/process, ensure the **Court** toggle matches the order type.

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