Document Type Code Fields for Documents
Document Type codes indicate the document types available. Document Type codes for documents are used to when adding documents
through a case or party record. These documents include merged forms and scanned PDFs, and they are added to the Documents tab of the appropriate record. The following fields are displayed when configuring these codes.
Note: There are different Document Type codes for both documents and forms. Ensure you are working with the correct code.Navigation:
System-Wide Code and Description Fields
| Field Name | Field Description |
|---|---|
| Show this code for Location | Select this check box to enable the code for the selected location. |
| Use for API only | Select this check box to indicate that the code is only for use with an application program interface (API). |
| Code | The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code
word that has already been assigned to another code, a warning message is displayed, as codes must be unique.
Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, and
parentheses. The word ALL cannot be included in the code word, regardless of case.
|
| Description | Type a description for the code. |
| Mappings (ALT+M) | This option is not available for all codes. If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes. |
System-Wide Effective Information Fields
| Field Name | Field Description |
|---|---|
| Effective Date | If the code is not available until a specific date, enter the date that the code becomes available. |
| Obsolete Date | If the code becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter an
obsolete date.
The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or
changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.
|
System-Wide Document Type Behavior
Depending on the default security group, some of the following fields may not be displayed.
| Field Name | Field Description |
|---|---|
| Document Category | From the drop-down list, select the document category to which this document type belongs. |
| Default Security Groups | From the drop-down list, select the default security group to which this document type belongs. |
| Available Security Groups | Click  to select the security groups to be made available for this document type.
|
| Not for Public View | Select this check box if this document type should not be made available for public viewing. |
| Print Batch Scan Barcode | Click Barcode to view the barcode type that is associated with this document type. |
Redaction
| Field Name | Field Description |
|---|---|
| Initial Status | From the drop-down list, select the initial status for this document type as Original or Original- Redaction Not Required.
The Original- Redaction Not Required option is used for automatic redaction (Mentis) and is intended to flag documents that do not need to go to Mentis for redaction.
|
| Redacted Security Group | From the drop-down list, select the security group with redaction capabilities. |
Location Document Type Behavior
The fields displayed in this section depends on the document type.
| Field Name | Field Description | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stamp Option | From the drop-down list, select the stamp option for this document type. | ||||||||||||
| Routing Type | Select the route the document type should be take. Options include:
Note: The Classic Workflow Path option is only available for citations and Clerk Edition queues. |
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| Task Queue Path | From the drop-down list, select the task queue path the document type should follow. | ||||||||||||
| Workflow Path | From the drop-down list, select the workflow path where this document type should initiate. |