Adding Forms

Document forms are set up and used throughout Odyssey when you need to print a form with merged information. One form can have multiple versions. These versions can be used if you need multiple copies of similar forms.

To add forms:

Select Forms & Documents from the home page or navigation menu.

Choose the appropriate form in the Maintain Your Forms section (e.g., civil, criminal, family, probate, hearing notice, warrant, writ, judgment).

From the Maintain Form Type Forms page, click the form name, click

to create a form, or right-click the form name and select Add New Form.

Complete the fields.

Click Save.

After you have created a form, you can use tokens from the database to pull information into the Microsoft Word documents. Additionally, you can use the forms throughout the system, such as when working with a transfer or appeal record or when printing a notice. A form that is merged through a case record can be attached to the case Documents tab.