Forms and Documents in Word

Two different types of Microsoft Word files may be displayed within Odyssey.

Document Types

Two different types of Microsoft Word files may be displayed within Odyssey

Document Type	Description
Document Form	A document form allows you to insert tokens or dictionary items into the document. A document form can include all of the Microsoft Word features such as headers and footers, images, and watermarks. The Word viewer also supports the use of Word options (for example, Fill-In statements, Ask statements, drop-down lists, and check boxes). Click for the appropriate document form on the Maintain Documents page or to add a document. Forms Options
Document Attachment	A document is a Microsoft Word document that may be attached through the Documents tab on a case or party record. This may also include merged versions of forms, such as judgments. Changes cannot be made to these documents. To view these documents, click for the appropriate document on the Documents tab. You can also right-click a data record and select View Documents throughout the case record, or click Submit (ALT+U) from the appropriate pages within Odyssey to view merged forms.

Document Type

Description

Document Form

A document form allows you to insert tokens or dictionary items into the document. A document form can include all of the Microsoft Word features such as headers and footers, images, and watermarks. The Word viewer also supports the use of Word options (for example, Fill-In statements, Ask statements, drop-down lists, and check boxes).

Click

for the appropriate document form on the Maintain Documents page or to add a document.

Forms Options

Document Attachment

A document is a Microsoft Word document that may be attached through the Documents tab on a case or party record. This may also include merged versions of forms, such as judgments. Changes cannot be made to these documents. To view these documents, click

for the appropriate document on the Documents tab. You can also right-click a data record and select View Documents throughout the case record, or click Submit (ALT+U) from the appropriate pages within Odyssey to view merged forms.

When you access a form or document, it is displayed in Microsoft Word within the Odyssey Assistant shell. The menu bar at the top of the Odyssey Assistant window now displays some of the Word options.

Click here for information on exiting word.

Note: Forms can be set up to use the Microsoft Word Forms functions. This allows you to predefine navigation on a form when viewing the merged form using the Print Preview option. Before accessing a Word form in Odyssey, it is a good idea to close all other instances of Microsoft Word running separately on the workstation. Because Odyssey is "hosting" Microsoft Word, there are potential conflicts between running the Odyssey instance of Word and any other open instances. If the Open in External View check box is selected, documents or images will launch in their 'native' application (e.g., documents launch in a new Microsoft Word window). For additional help with these applications, select their respective Help menus.