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Saving Docket Entries to Activities

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AdvoLogix downloads all of the docket entries attached to a UniCourt case when they are saved. Docket entries represent a series of activities grouped by virtue of a common timeline objective in UniCourt. This allows you to easily assign important events or tasks to individuals within your organization.

Saving Docket Entries

AdvoLogix has added a new proposed action for saving docket entries to the UniCourt case. This action is only available when your case is already attached to a matter. The action will take users to an interface where they can configure the docket entries before being saved as events or tasks.

AdvoLogix saves each selected docket entry to a task or an event with dates already filled out by respective docket entries. 

From left to right, the column headings are described as follows:

  1. Create Activity - Enable this checkbox to create an AdvoLogix activity for the docket entry.

  2. Type - This can be either a task or an event.

  3. Activity Date - The docket entry automatically determines the activity due date. Events can also set a start time and duration.

  4. Duration - The duration of the event. It is only shown when the activity type is an event.

  5. Subject - Identifies the task or event in the same manner served when creating a calendar activity manually. The default for this value is provided by respective docket entries.

  6. Assigned To - This represents the individual or user to whom the activity will be scheduled. As with standard activities, multiple assignees may be selected for events when enabled.

  7. Priority - This represents the priority for the specified task. It is only shown when the activity type is a task.

  8. Reminder - This will enable a reminder for the specified activity.

  9. Mass Assign - This option allows activities to be mass-assigned to a specific user or the user specified on a matter lookup field. Completed activities will not be reassigned.

  10. From/To - The ability to filter the docket entries by a date range is provided.
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