Introduction
Use the next screen to manage the fields available for pre-assigned values. Note: This step is for field selection only. You'll enter the specific values for these forms later in the process.
Firm Fields
Tip: "Matching Tag Text" supports wildcards: * any text, ? one character, # digits. Examples: party_*_name, address*, zip????, phone_#.
Attorney Information Fields
Permanent attorney fields (name, bar number, firm, address, phone, fax, email) mapped to AttyInfo/attorney caption blocks. Manage the attorney roster on Firm Information; each project stores its own copy.
Client Fields
Tip: Use the Sample text column to store example strings for test-form output. Other tips — "Matching Tag Text" supports wildcards: * any text, ? one character, # digits. Examples: party_*_name, address*, zip????, phone_#.
Court Information Fields
Permanent court fields (name, county, street, mailing, city/state/ZIP, phone, branch/department/room/floor) used when filling forms. Matching tags map to CourtInfo/court caption blocks and remain editable for display/mapping.
Case Fields
Tip: Use the Sample text column to store example strings for test-form output. Other tips — "Matching Tag Text" supports wildcards: * any text, ? one character, # digits. Examples: party_*_name, address*, zip????, phone_#.