There is a separate section on how to add Items to the Tab view.

Often, the only information required at the Adding stage is that which appears in the Disclosure List, so access to the detailed Tabs is not necessary.

There is a Quick Add facility on the Grid for this purpose. Items can be added quickly here and then edited in the Tab View - not necessarily by the same person. It is easy therefore to deploy one level of skill in this limited screen for basic objective coding, and another person, almost concurrently, for more detailed or subjective coding.

Go to the View Screen and press Grid and then Add. The screen shows only the key fields, and has features such as a calendar control which is not available on the Tab view.

 

As Items are added they appear in the Grid in the order in which they were added (not the order of the current Selection or Bundle). Names which have been typed rather than picked from the list can be parsed as described in the section called Parsing Names.

There is a check box called Remember this. If this is checked before you add an Item, the next Item will have the same contents as the last, which you can then edit. This is useful if you have a series of near-identical Documents.

Note that there is an Openlaw application called Bulk Item Adder which allows you to add multiple Items to a Case with either blank or partially-completed Item Cards.

Note: There may be an issue with the Calendar Control if you have Windows 2000 or Windows XP and Microsoft Office XP. There is a section about this on this page.