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Discovery Block

The Discovery block allows creating discovery request and response records on a case/matter. Add the block to an auxiliary and/or intake form.

The Matter Discovery Log list view displays a list of these records on a profile page. It is also recommended for the auxiliary form that contains the Discovery block for ease of editing.

Configuration Options

* Default Discovery Type: Dropdown list of values from Admin > Lookups > Discovery Type.

* Override existing discovery type with default: Unchecked by default. NB: Using this option will change the type to the default on existing records when they are edited.

* Show Discovery Date
* Show Date Due
* Show Add Discovery Note
* Show Discovery Note List
* Show Item Media
* Allow Multiple Media?
* Allow Multiple Details?