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.
For example, your office may use a basic form that has only minor changes for each case type. Instead of creating a new form
for each type, you can just create a version of the existing form to make the changes for another type. Versions may also
be used if you need to change dates within the form.
Maintain Forms Options
| Options |
Description |
| Current Location |
Select the location to use for the forms to be maintained. |
Document Values
This section displays a table of all forms available in the category. The following options are available in this section.
See
Document Values Table below to see more options available in the table.
| Options |
Description |
| Previous |
Click this link to navigate through additional pages of forms. |
| Next |
Click this link to navigate through additional pages of forms. |
| Search |
Click this option to search for a document within the list.
|
| Show Hidden Documents |
Select this check box to show documents that have been hidden.
Forms can be hidden either at your location or at a location higher up in the organizational chart. Hidden forms are displayed
in gray italicized text.
|
| Show Obsolete Documents |
Select this check box to show document that have been made obsolete.
When a form is made obsolete, it is removed from the list. An obsolete form is displayed in gray text with a line through
it.
|
| Show Document Versions |
Select this check box to view all of the versions of the forms. |
| Sort |
Document forms are sorted alphabetically by name as the default on the page. You can also choose to sort the forms alphabetically
by document type with the Type sort order or by form owner with the Owner sort option
|
| Type |
Select which document type you want to view. If you want to view all available forms, select All. The types available depend on the ones set up through the Maintain Document Type page for the appropriate forms (e.g., civil, criminal, family, probate, hearing notice, warrant, write, judgment).
|
| Matches per page |
Use this option to choose how many forms you want to see at a time by selecting 15, 20, 25, or 50 from the list. When you
change this option, the list is automatically updated, and the first page of documents is displayed.
|
Document Values Table
This table displays all documents related to the form category. You can perform the following functions in this table:
Right-click Options for Documents
The following right-click options are available in the Document Values table for documents.
| Options |
Description |
| Add New Document |
Select this right-click option on a form name to add a new document.
|
| Add New Document Version |
Select this right-click option on a form version to add a new version.
|
| Modify Document |
Select this right-click option on a form name to modify a document.
|
| Modify Document Version |
Select this right-click option on a form version to modify the version.
|
| Hide Document |
Select this right-click option on a form name to hide the form. |
| Unlock |
Select this right-click option on a form version to remove security. |
| Obsolete Today |
Select this right-click option on a form name to make the form obsolete on the current date. |
| Change Security Group |
Select this right-click option to change the document security group.
|
| Override Security |
Select this right-click option to override document security settings. |