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Assign a Court

Use the Court tab in the Legal View dialog box to assign a court to the legal case. Some information on this tab is available for use in merge letters.

To assign a court

  1. With an account displayed in the Work Form, from the Info menu, click Legal Case Info. The Legal View dialog box appears.

  2. Click the Court tab.

Legal View dialog box - Court tab

  1. Click the Search icon next to the Jurisdiction list box. The Search for Court dialog box appears.

Search for Court dialog box

  1. Type your search criteria and then click Search. The search results appear on the Search Results tab.

  2. Click the jurisdiction and then click Select. The Search for Court dialog box closes and the system populates the Court tab with information for the selected court.

  3. In the Judge box, type the name of the presiding judge.

  4. In the Court Room box, type the court room for the scheduled hearing.

  5. Click Save.

Note: To remove the court information and return the case to a non-legal state (no legal restriction indicator), click the red X next to the Jurisdiction box and then click Save.

Related Topics

Legal Case Information