Review the information being captured on screens to establish if there is additional data that you would like to record, which can then be incorporated into the relevant screens.

Include additional information within a case by adding new screens or fields to existing screens. This can be easily achieved using the screen designer, which is covered in the Developer training.

Users may need to add their own letters and documents to workflows, which can be accomplished through the Developer training course. This training enables users to add menus, screens, fields, and additional documents, allowing you to customise the system according to your preferences.

Within a screen, certain field types can be set to ensure data is completed correctly. Fields can be set to "view only" to prevent user amendments, "forced" to require completion before closing the screen, or "protected" to warn users against amending the field. These options help ensure the accurate completion of screens, as shown in the Developer course.

With the majority of documentation being sent via email, Access Legal Case Management enables the setup of E-Signatures for creating letters and documents. This feature allows users to add a signature to a document before sending it to the intended recipients. Additionally, Access Legal Case Management provides the capability to set up both company and individual signatures.

Add new fields to existing screens using screen designer.

Create new menus, screens and fields with our developer training.

Make fields view only, forced data entry or protected.

Setup eSignatures.