Saving Forms

Forms are a Microsoft Word document that is generated from the system when the user conducts a certain process / transaction in LawMaster. 

Each form can have options set on it to determine its behaviour. 

The saving of a form is determined by whether or not the "Save as Folio" option is ticked on the form. (Main Menu > System Maintenance > Forms > Forms Enquiry. Then select the form, right click and modify) 

If the Save as Folio option is ticked, the form will save to a system specified location, which cannot be changed. For example:

• A bill for will save to a matter [BB Form] 
• A receipt will save to the Entity who made the payment to the firm [REC Form] of [RECT Form] 
• A Debtor Statement will save to the Entity who is the debtor [CS Form] 
• A Matter Debtor Statement will save to the matter [MS Form] 

If you would like to change where the form saves, the option that is available is to set up a subject file for the type of form. So, if you set up a subject file for Trust receipts, you can then modify the Trust receipt form [RECT] to save to the subject file that you have created. 

This is done by leaving the Save as Folio option as ticked and by entering the subject file number in the "SAVE File No:" Field. 

There is not a way to change the default saving location of a form to somewhere other than a subject file.