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:
Discovery Sub Type
Number of Items Received
Discovery First Page (can be text to capture Bates numbers)
Discovery Last Page (can be text to capture Bates numbers)
Destroy on close?
* 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