Automatic Docketing from Templates

In TrialWorks Tips by trialworks

Want to Setup Automatic Docketing from Templates?


Add Docket Days, Reminder Days and Docket Activity directly to a template from the Template Library


The Add to Tickler window will pop-up after the document is generated. The Description/Subject will show the name of the Template or the Subject entered in the Detail Window. Add the Assigned To and click Add Tickler.


Need to keep time on Document creation?


Add the details required to create the time entry to the template. These include Billable Hours, Task Code and Activity.


If you’re interested in learning about setting up the template library to automate docketing and timekeeping in TrialWorks, contact the Training Department at 800-377-5844, Option #2.