How to Set a Custom Field as Required in Lawcus?

Follow these steps to set a custom field as required: Click on the "Update Custom Field" button. This action saves your custom field settings.

How to Create a Custom Field for Matters in Lawcus?

Click on your user avatar on the top-right corner and select "Settings". · Go to the "Firm Settings" section and click on "Custom fields". · Navigate to the " ...

Custom Fields - Lawcus Help Center

Effortlessly organize custom fields in Lawcus for a streamlined workflow. How to Set a Custom Field as Required in Lawcus?Make Custom Fields Mandatory.

How to Set a Custom Field as Default in Lawcus? | Lawcus Help ...

On the Custom Fields page, locate and click "Add." A dialog box will appear where you can enter your desired custom field Name. Select the appropriate field ...

How to Create a Custom Field for Contacts in Lawcus?

Click your user avatar on the top-right and select "Settings." · Go to the "Firm Settings" section and click "Custom fields." · Navigate to the "Contact Custom ...

How to Use Custom Fields | Lawcus - YouTube

Description: Learn what custom fields are, how to use them, and how to create them with this short video that walks you through each step.

Custom Fields in Lawcus: A Comprehensive Guide to Organize and ...

Default and Required Fields: You can set custom fields as default or required, further enhancing your data entry process. You can streamline data collection ...

Video: Creating Custom Fields and Groups | Lawcus Help Center

That's where Lawcus comes in, offering a practical solution for its users. In addition to the default fields on forms, Lawcus enables users to create different ...

How to Create Custom Fields - YouTube

How to Create Custom Fields. 671 views · 3 years ago ...more. Lawcus. 370. Subscribe. 2. Share. Save. Report. Comments.

How to Bind a Custom Field to an Intake Form? - Lawcus Help Center

You can maximize the use of your custom fields by binding them to intake forms. This enables you to gather all the necessary information to understand the ...

How to set up the integration between Lawcus and DecisionVault?

Set up Custom Fields in Lawcus; Authenticate Lawcus with DecisionVault; Map the Custom Fields to DecisionVault Fields; Sync a Matter and ...

How to Arrange the Order of Custom Fields in Lawcus?

Here's a step-by-step guide on how to set the order of custom fields in Lawcus · Click your user avatar on the top right, then select "Settings." · In the left ...

How to Add a Custom Email Address in the Recipient Field for Email ...

In email automation, including custom email addresses in the recipient field is often necessary. This guide will walk you through the steps to seamlessly ...

Re: Forms and Field - Custom Field configure

To add a new Custom Field, please follow the steps below. Please note that you will need to have the "Can Administer" permission to access the Custom Fields ...

How to Add New Leads in Lawcus?

12. Custom Fields: If custom fields have been defined for leads, select them by clicking on the "Custom fields" button at the top right. ...

Document Automation with DecisionVault and Lawcus - YouTube

We show: - How to set up custom fields in Lawcus - How to set up field mappings that sync over from DecisionVault - How to look up and add the ...

Getting Started with Lawcus: A Guide for Lawcus Onboarding

a. Custom Fields: Create custom fields or groups at the matter and contact level to ensure you have all the information you need at your fingertips.

How do you configure the 'Create Person' action?

Map the fields with the required values. Prefix: Enter the prefix, (Mr., Mrs ... Custom Fields: If custom fields have been defined for matters, you can ...

How do I export a matter report with custom field information?

You can add the column you need, including custom fields. 3. Choose ... How to Create a Custom Field for Matters in Lawcus? Custom Fields in Lawcus ...

How to Add a New Matter in Lawcus?

Custom Fields: If custom fields have been defined for matters, you can ... Note: If you need to create multiple Matter entries, use the "Save and add ...