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. The user can enter data related to a discovery item, including but not limited to:
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 Received Date * Show Date Due * Show Add Discovery Note * Allow Send Discovery Note As Message * Show Discovery Note List * Show Media Type * Allow Multiple Media * Allow Multiple Details * Show Document Upload option |
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