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How To Calculated Deadlines And Save To Your Calendar

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What's New?

DocketCalendar now fully supports Pop-up & email reminders and Google Colors . Click here for more information about Google reminders and Colors

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Can't find what you are looking for or need help getting set up, click here to reach us directly or to schedule a free support call.

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Quick Start Outlook

Welcome to DocketCalendar for Outlook

This Quick Start Guide assumes that you have already connected (Linked) your DocketCalendar account to your Microsoft Outlook account.

If you've already been using DocketCalendar and have just connect to Outlook, this Quick Start Guide will help you find your way to the new features in the application that you have unlocked. If this is your first time using DocketCalendar, these links will help you get started.

First Time Users Click Here

How To Calculated Deadlines And Save To Your Calendar

Click here to watch a short video- How many calendars do I need?

What's New?

DocketCalendar now fully supports Pop-up reminders and Outlook Categories. Click here for more information about Outlook reminders and Categories

Training is free!

We would love to help you get started. Click here to book a DocketCalendar training call.

‍Click here to log in to DocketCalendar

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Can't find what you are looking for or need help getting set up, click here to reach us directly or to schedule a free support call.

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Can't find what you are looking for or need help getting set up, click here to reach us directly or to schedule a free support call.

General Reminders: Create Reminder Events For Your Deadlines

General Reminders give you the ability to create a group of event reminders associated with a specific date. Outlook creates pop up reminders but you may also want additional events to your calendar so you can see them when you view your calendar. The General Reminders events can be set before “prior” or after “post” any date and can be grouped with other reminder events so that if your trigger date (for example, day of trial or day of deposition) changes, you only have to update the reminder group’s “trigger” date and all of the reminders will also update to your new date.

In this example we have reminders on Calendar for a Deposition

General Reminders has a few pre-built triggers like , 1 day, 1 week, 1month reminders and then it has groups that are built to be used in a pseudo custom fashion. There are 3 sets. Custom Reminders, Customer Reminders Past & Prior, Abbreviated Reminders. They all function similarly but they have slightly different default language.

Custom Reminder triggers produce an event for every day 1 to 31 days past and prior, every 2 weeks up to 4 months, every month up to a year and a 2 year reminder. Using our Excluded Events feature, you can create your custom group of events by excluding those you don't want leaving you with the exact group of deadlines you wish to create in a reminder group. For example. Excluding all events except 3 days before, 9 days before, 27 days before would produce only those 3 reminders. For more on excluded events see the Exclude Events section of the user guide.

You can manually change the text in the Event Titles or you can apply text globally to your reminders using the custom text fields, Location, Subject, Description.

To add the General Reminders rule set click on the Subscription button in the Manage Section of the Sidebar Menu

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Next select Other from the State Selection Dropdown Menu and then using the center scroll bar, scroll down to the bottom of the available rule sets. You will see General Reminders at the bottom of this section.

Note: General Reminders includes the 2 Triggers that are in General Reminders II, but if you only need to create single Events either as All Day Events or Events with Time, you can just use the General Reminders II rule set. It is only $12.00 per year.

Using General Reminders to create a group of events prior to a Deposition Date.

We have a Deposition on Calendar for Thursday Oct 13th. We want to create reminder events for this deposition on our Calendar.

Begin by going to the Create Events Page and selecting my Case.

Change the Jurisdiction to General Reminders

In this example we are using a General Reminders Trigger for 90,60,45,30,14,7,3,1 Reminders. DocketCalendar will calculate each event and insert the appropriate Reminder length in the Event Title. IE 90 Day Reminder:

By combining the Case Name, Subject Field and the Event Title, your Reminder Event will read "Happy V Lucky (Bozo Depo) 90 Day Reminder:

You can use a Category or Event Color to make your reminders stand out on your Calendar

How Many Calendars Do I Need?

You need at least one calendar to operate DocketCalendar. If everyone at the firm keeps their deadlines on a single shared calendar, one calendar will be sufficient.

DocketCalendar charges a user fee based on the number of calendars you send deadlines to.

The two advantages to having deadlines on your calendar-

- Popup reminders only work on events that are placed on your calendar.

- A shared calendar, in even a two attorney firm, can create clutter and making identifying your own deadlines more difficult.

The advantage to having a shared calendar is to give the firm's staff access to a single view where all deadlines can be seen. Anyone who has access to DocketCalendar will have access to the internal Firm Calendar. However, you may want an Outlook firm calendar so that attorneys have the option of viewing either their own deadlines or all deadlines.

If you or someone at your firm wants to receive deadlines on their calendar, you will need to add a calendar in the shopping cart.

The number of calendars you need is up to you and the members of your firm; feel free to add or remove calendars for free while in the trial period to determine what works best for your firm.

There are a variety of ways that Attorneys, Paralegals, Secretaries and Staff may use and share calendars.

The most common methods are as follows...

Solo Firm - Everyone shares one calendar.

Small Firm - Attorneys have their deadlines on their calendar. Paralegals, secretaries and staff may share an attorney's calendar or a firm calendar.

Mid Size firm - Every attorney, secretary, paralegal and staff members has their deadlines on their own calendar. The office maintains a central firm calendar as well.

Multi Office Firm - Every attorney, secretary, paralegal and staff members has their deadlines on their own calendar. Each office maintains a central firm calendar. Some firms find it useful to keep a central calendar with all offices deadlines as well.

Appearances Calendar - You may want to have a specific calendar to keep track of all court appearances and physical appearances such as depositions.

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DocketCalendar will support as many calendars as you need. You only need one to use DocketCalendar, but you can have an unlimited number of calendars to support your firm's calendar requirements. DocketCalendar is capable of communicating with any calendar in your Outlook or Google domain.

Scheduling Orders: How to Calendar a Trial Order

In US District Courts DocketCalendar offers a Scheduling Order Template with no court rules so that the user can create a group of related dates with total control over the Event Titles and the Dates.

From any USDC Court select the Trigger: Scheduling Order Template (No Rules - Enter Dates from Order) You do not need to set the Trigger Date.

Press the Preview / Select Events button to display your events. Uncheck any Events you do not need and click the Next Edit Events / Add Calendars button

On the Edit Events / Add Calendar Screen you can Edit the Date for each Event by clicking into the Date Field, changing the Date and clicking Update Date.

You can Edit the Text of Any of the Events by Clicking the Pencil to Edit the Events. See Create Events for more details about Creating Events.

Click Add Events to Calendar(s) when you are ready to Save your Events to your Calendar.

For any Jurisdiction that does not offer a Scheduling Order Template. DocketCalendar offers a Generic Scheduling Order Template in General Reminders.

To use the General Reminder Scheduling Order go to the Create Events Page. Select your Case and then change the Jurisdiction to General Reminders and the Trigger: Scheduling Order Template (No Rules - Enter Dates from Order) Follow the steps above to customize your Scheduling Order Events.

Entering Non Rules Based Events: Client Meeting, Follow Ups

Sometimes you need to enter an event on your Calendar associated with your case that is not Court Rules based. There are several examples where manual entry is required.

1) You want to add a single event to your Calendar either as an All Day Event or an Event with Time. IE: Lunch with Client on Friday to discuss case.

2) You want to add a group of Events onto your Calendar to remind you of an upcoming important event. IE: One month, one week, and one day reminders before the day of a trial.

3) You have a Scheduling Order for your Case and need to enter a group of events with custom dates.

To Accommodate these scenarios we offer two rules sets General Reminders & General Reminders II

General Reminders give you the ability to create a group of event reminders associated with a specific date. General Reminders can be used for all three examples. Single events on a designated day, Groups of Reminders, and Scheduling Orders.

To Create Single Event you will need either the General Reminders rule set or the General Reminders II rules set. Click on the Subscription button in the Manage Section of the Sidebar Menu

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Next select Other from the State Selection Dropdown Menu and then using the center scroll bar, scroll down to the bottom of the available rule sets. You will see General Reminders and General Reminders II at the bottom of this section.

Note: General Reminders includes the 2 Triggers that are in General Reminders II, but if you only need to create single Events either as All Day Events or Events with Time, you can just use the General Reminders II rule set. It is only $12.00 per year.

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General Reminders II includes only 2 Triggers. “0 day reminder” and “0 day reminder with time” These two triggers are for instances when you simply want to add an event to your calendar linked to your case name in DocketCalendar.

To create a 0 day event or 0 day event with time, go to the Create Events Screen. Select the Case from the Case Dropdown that you want to create a single event for, and then Click on the Jurisdiction Dropdown to Select General Reminders. Note: The Jurisdiction Dropdown is searchable. You will only have access to General Reminders or General Reminders II if you have added them to your subscription.

Next select either 0 Day Event or 0 Day Event with Time, set your Trigger Date and Time if necessary and then click the Preview Events Button.

You will see a single Event listed at "Day of Event with Time" To customize your Event Title, click the Next: Edit Events / Add Calendars button.

On the Edit Event Screen, Click the Edit Pencil next to the Event Title "Day of Event with Time"

The Event will expand to show a blank field. You can enter any text into the Title Field and then click the Save button on the right side of the Title Field.

Once you click the Save button, your custom text is saved, but the screen will show the default text with (Edited) to indicate that the event has been customized. Click the Add Events To Calendar(s) button.

On the Confirmation Screen you will see your Customized Event Title displayed.

Can we customize the rules?

You cannot modify existing events or calculations. You can manually customize the event details and you can exclude events that you may not want to add to your Calendar. For non rules based events you can use General Reminders as a way to create custom Groups of Events. See Entering Non Rules Based Events for more information. =

If you need further customization, contact us about building new rules for you at support@docketcalendar.com

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Don't See Your Court?

Just ask! DocketCalendar continues to build their library through feedback and customer demand. Once they build a rule set, it is monitored and kept it up to date, so generally new rules are not built until they have been requested. For most standard litigation related rule sets in State or Federal court, rules are built for free if there is at least one subscriber. Send requests for courts to support@docketcalendar.com

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Delete a Group of Events

DocketCalendar Events are typically grouped together in Triggers. Each Trigger can have between one and over a hundred Events or Deadlines. When you Calculate a Trial and Save all of the Events to your Calendar, if your Case settles, you may want to remove all of the future Deadlines for your Trial from your Calendar. Archive Trigger Allows you to remove and entire group of Events from all of your Calendars. See Archive for more information

Court Rules Updates

DocketCalendar uses the CalendarRules engine and their proprietary technology and legal staff to build and maintain all rule sets. Because DocketCalendar is cloud-based, it can provide updates to customers in real-time, without any interaction required by end users.

Updates are released to the CalendarRules team in advance of publication and added to our system on the effective date. Any subscriber to that court is automatically in compliance with the new rules.
Sometimes a court will publish rule changes with an immediate effective date or for the next day. DocketCalendar is positioned to make these changes effective immediately so the end user does not have to apply any updates.

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Court-Observed Holidays

Each court has holidays defined through their court's rules. All calculations take into account court-specific holidays and rule definitions. When you calculate deadlines Holidays are automatically factored into your calculations. If you want to see the specific Holidays observed by a particular court, you can check using the Research Console / Find Holidays Tab.

DocketCalendar Terminology: What is a Trigger?

The CalendarRules rules-based scheduling engine, which DocketCalendar uses to perform date calculations, relies upon two factors that apply in virtually every case.

First, the deadlines are almost always based upon–or triggered by–events described by a court's procedural rules.

Second, the procedural rules normally specify the length of time before or after that event that a deadline expires and the formula to be used to calculate that date.

CalendarRules attorneys have identified the procedural rules that apply to a large percentage of the Federal and State courts and other tribunals that decide cases in the United States. From their review of those procedural rules, they have extracted the information that is is stored in the CalendarRules database and then utilized by DocketCalendar to perform deadline calculations:

Court Rules: All of the rules of procedure that apply in a case pending before a particular court or tribunal, or if available, a particular judge, are consolidated into a single set of rules applicable to a particular Jurisdiction.
List of Triggers for Each Jurisdiction: A comprehensive list of the trigger events–the events upon which deadlines are based–contained in all procedural rules applicable to the jurisdiction.
Related Events: A comprehensive list of the related events–deadlines–that are expressly calculated in reference to each trigger event and for each related event, the time period allowed by the procedural rules to comply with it.
Deadline: A specific due date calculated from court rules.

Holiday List: A list of the official holidays applicable to the rule set for each jurisdiction.
Service Types: The types of service of court papers recognized under the applicable procedural rules for each jurisdiction.
Date Rule: For each related event, the formulas specified in the procedural rules that describe how to calculate the deadline, including how the time period is affected by service types and when the deadline falls on a weekend or legal holiday.
Rule Text: For each related Event, an ID and snippet of text for each provision of the procedural rules that describes the event and its relation to the trigger event and prescribes the time period for compliance.

Calendar: Events created by a rules calculation will be placed automatically on you calendar. You can save which Calendars DocketCalendar saves Deadlines to for for each Case.

‍Jurisdiction: DocketCalendar uses the term jurisdiction as a shorthand to refer to all of the procedural rules that govern rule calculation for a case. Each jurisdiction on the use rules screen will automatically apply the federal rules of civil procedure, the local rules for that district.‍

‍Trigger, Trigger Event or Trigger Item: Virtually every deadline in a case is based upon and relates to an event spelled out in the procedural rules. In DocketCalendar, these events are called trigger events, trigger items or simply triggers. For example, summons and complaint served is the trigger. ‍‍

‍Trigger Date: This is simply the date of the trigger event. Depending upon the trigger, it may be a date in the past or future, or today’s date—for example, the date of an upcoming trial or the date when a motion was served.

‍Related Events: This term refers to the deadlines and court appointments produced by a rules calculation based upon a trigger. Most related events are deadlines, but where a trigger itself is a case-related court appointment that should appear on your calendar—e.g., deposition, hearing, trial, etc.—DocketCalendar will include it in the list as a Related Event.

‍Court Days; Holiday List; Rolling–Backward or Forward: When a deadline falls on a weekend or legal holiday. Each court has unique rules for how to address what to do with deadlines that land on a weekend or holiday. When court rules specify that a deadline is to be moved to the next court day, DocketCalendar refers to it as rolling forward; when court rules specify that the deadlines is to be moved to the previous court day, DocketCalendar refers to it as rolling backward.

‍Service Type: Where a trigger is the service of a case filing, procedural rules in many courts add a period of time to the calculation of the related deadlines, depending upon the method of service or service type–for example, personal service, electronic service, service by mail, etc. DocketCalendar calls the addition of time to a deadline based upon the service type a service type offset. ‍

Date Rule: When related events are calculated, DocketCalendar will allow you to view an abbreviated summary of the formula it used to calculate the deadline. This is known as the date rule. DocketCalendar will also give you the option to include the date rule on your calendar entry for each of the related events. ‍

Court Rule: DocketCalendar also allows you to view the text of the procedural rules which were used to formulate the date rule on which a deadline is based and the option to include the text in the body of the calendar entry for the deadline on your calendar. The court rule consists of two components:

Rule Text: One or more excerpts from the rules of procedural applicable to the case.
Rule ID: An abbreviation for the name of the applicable rules of civil procedure followed by the paragraph or section number for each rule text excerpt. For example, CCP 412.20(a)(3); 430.40(a), referring to two sections of the California Rules of Civil Procedure.

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Parent & Child Events: Related Events & Sub Events

Parent Events with Children

Most Events in DocketCalendar are calculated from a Trigger Date. The Trigger Date is used to calculate the due dates, but some events are actually Triggered by an event that is being Triggered itself. We call Events with Sub Events, Parents, and their Sub Events Children. Example. Trial is the Trigger. Discovery Cutoff is a Parent, L/D to Serve Notice of Motion re Non-expert Discovery is Triggered by Discovery. This would be a Child Event.

If you edit a single Event that is a Parent, you will be Prompted by DocketCalendar to consider Updating the Child Events. You can only Update the Date on the Child Events. This function is only to make sure that if you change the Date of a Parent, it's Child Events will be updated to the proper dates.

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Recalculate Triggers: Change your Trial Date and Deadlines

When a Trial Date or a Hearing or Deposition Date changes, you can quickly Recalculate your Trigger and all of your Deadlines with the Recalculate Function.

To Recalculate a Trigger Date, Go to the Edit Trigger screen.

To Recalculate your Trigger click into the Date field and change the date, and time if necessary. Then Click the Recalculate Date button. When you use the Recalculate function DocketCalendar will also update any Text changes you make and any Categories you add or remove.

Note: Once you click the Recalculate Date button you will directed to a screen that will display all of your new event dates. Click the Update Calendars button to complete the process. Click the Back button if you do not want to process your changes.

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Subscription: Make changes to your Courts & Calendars

You can make changes to your subscription but going clicking the Subscription button in the Manage section of the side bar menu.

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DocketCalendar will open a new window and automatically log you into your shopping cart where you can add and remove courts and calendars from your subscription.

You will see a current list of Courts and Calendars displayed with your monthly recurring total subscription rate.

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Select the State or United States for Federal courts and Other for Miscellaneous courts. You will see a complete list of available courts. The List has it's own scroll bar independent of the main browser scroll bar. Scroll in the Court list to see all available courts. Once you find your court, Press the plus button next to the court to add it to your cart.

To Add Calendars Click the Green + button next to Add Calendars. The Total will update for each Calendar you add so you can see you monthly charge for the additional Calendars before you check out.

To remove Calendar, click the Red Button in the Subscription section.

(Note: If you have added any courts or Calendars, the Cart Tab will be expanded and the Subscription Tab will be closed. You can click the Arrow next to Subscription to open the Subscription Tab to remove courts or Calendars.

You will not be charged until you click Check out if you are a Subscriber and in Trial mode you will not be charged at all. Remove courts from your subscription by clicking the grey x next to the court you want to remove and remove Calendars by click the Red - next to Calendar(s) in the Subscription section of your shopping cart.

Once you have finished adding courts press the checkout button. (In trial mode this will say Add Courts to Trial)

Click the Edit Profile button to change your contact information.

Archive: Remove Events from You Calendar

Archive is a very powerful tool to help you manage your events when you are ready to remove them from your Calendar.

You can Archive any Event, Trigger, or Case, and all of your Archived Events will be removed from every Assigned Calendar and a copy of your Events, Triggers, and Cases will be stored automatically in Archive

The Archive Function is found on the Edit Screens. Edit Case, Edit Trigger, and Edit Event.

When you click any Archive button you will be prompted to confirm before the Archive takes place.

Archiving Events works like Exporting Events.

You will see a popup message with a % meter showing the status of your Process. DO NOT CLOSE YOUR BROWSER until the Update has completed and you have been returned to the View Case Screen. Processing Events takes time. You can open multiple sessions of DocketCalendar, but not in the same browser. See Multiple Docket Calendar Screens for more information on using multiple sessions of DocketCalendar.

Once your Events have been Archived, you can view your events by clicking the Archive button in the View section of the side bar menu.

Before you can Archive a Case, you must first Archive the individual Triggers

Archive shows All Archive Cases. This view is identical to the All Cases view except here you are viewing Archived Data. If you only Archive a single Event, DocketCalendar will show the Case, and the Trigger for that Event in the Archive so that you always see your data organized in the same structure. Case, Trigger, Event.

Any Event that has been Archived can be Deleted from the Archive by navigating to the Event View Screen for that Event in the Archive and clicking the Delete Button

Note: You can't Delete a Case from the Archive if you have only Archived some of the Events or Triggers. As long as there are Events belonging to a Trigger on your Calendar, the Archived Case and Trigger can't be deleted.

All Archived Case View

Archived Case Detail View

Archive Trigger View

Archive Event View

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Events: How to Calculate Deadlines & Save to Your Calendar

The Create Events Screen is where you Calculate Deadlines and Create Events for your Cases. From any Case Details Screen, you can click the Create Events Button and you will be taken to the Create Events Screen with your Case Name and Jurisdiction preloaded.

You can also click the Events button in the Create section of the side panel menu.

Once you have selected a Case your Case Name and all of your case related details will populate.

On the Create Events Screen, DocketCalendar will load your Jurisdiction, and your Custom Text Fields.

You can erase or edit the details in the Location, Subject or Description fields. DocketCalendar will remember the changes you make for each Trigger as you calculate and save them to your calendar but it will not overwrite any Text you have saved at the Case level.

To update the text for the Location, Subject, and Comment fields so that the Create Events Screen pre populates with different information, you must go to the Case screen, click Edit Case and make your changes in the Case. (Only do this if you want all future Triggers to have this information)

Once you have selected a Case, next you must select a Trigger from the Trigger Dropdown menu.

The Trigger Dropdown Menu is Searchable.

Select a Trigger, Set the Trigger Date to the appropriate date. The Time Field Field defaults to 8 AM. You only need to set the time if your event includes a time, otherwise leave it set to 8 AM. All Events will be created as All Day Events. If you forget to set the time on a Trigger that requires time, you will be prompted to confirm that you want your appointment time set to 8 AM or you can change it before proceeding. You can also set the length of time for the timed event.

If your Trigger includes a consideration for Service Type in the calculation, a Service Type dropdown menu will appear.

Note: For multi day events IE: Day of Trial (Your trial may be 4 days) DocketCalendar does not support multi day events or events with a different Start and End Date. To accommodate Multi day events we recommend using the Zero Day Event in General Reminders.

You will notice in the first screen shot, the Case is selected and the Description is Pre-filled with a Description from the Case. Add additional information into the Subject and Location to provide more details on your Calendar Events. Example, (Motion to Compel) will populate in the Subject field in between the Case name and the Deadlines (Straight V Narrow (Motion to Compel) L/D to file Notice of Motion)

Press the Preview Events button.

Once you have set your Date, Time and Text fields, DocketCalendar will Calculate all of your deadlines and produce a list of Events at the bottom of the screen. Scroll Down to view all of your events.

In the Preview / Select Events section You will see all of the available events for your Trigger.

If you have Excluded Events they will be unchecked automatically. You will see in the Results field, a record count for all of the Events calculated.

You can uncheck any events you do not want to save for this trigger. Only checked events will be saved to your Case and Calendars. If you want to review the Court Rules, click the arrow next to the check box to expand the event's details. You will see the full text of the Court Rule for each Deadline and the "Date Rule". We also include the specific part of the Court Rule that pertains to the Date Calculation separately as the Date Rule.

You also have options to Print, Export to Excel, CSV, iCal, or VCS files. If, for example, you want to send your client a copy of the deadlines so they can drop them on their Outlook Calendar. Note: Export files are static files that will not interact with DocketCalendar. To send deadlines to your calendar or your firm's calendars, proceed to the Edit Events / Add Calendars Screen.

To prevent you from placing unnecessary events on your calendar, DocketCalendar will automatically uncheck events that are sub events, or grand children of another event. If you do not wish to add Discovery Cutoff to your calendar, you won't want the last day to file the notice of Discovery Cutoff added to your Calendar. To learn more about Parent and Child Events click here: Parent & Child Events

If you want to see the relationship of the events you have calculated, click the Show Tree View button. Note: If you have manually unchecked any events, those changes will be lost when you change views. If your unchecked events are stored as Excluded Events, they will remain unchecked.

You will need to switch back to Date view to proceed Click the Text Link Show Normal View to return to the default view.

Once you are have selected your events click the Next: Edit Events / Add Calendars button.

DocketCalendar will proceed to the Edit Events / Add Calendars screen and it will only display the Events you had checked on the Create Events Screen. You notice that there is a new record count. If you unchecked events, this number will reflect the number of Events you will be Adding to your Calendar(s).

On the Edit Events / Add Calendar Screen you can modify the text of each Event and edit the date.

To Edit the Date, click in the Date field and date picker will open. Select your new date and the date picker will close. Click Update Date Button

To Edit the Event Text, click the pencil icon next to the event title. The Event will expand to display a blank text field. You can type in the blank edit text field and replace the original text, or you can use the Copy button to copy the original text into the edit text field and then make changes to the text. If you want to abandon your change, click the cancel button. Click Save to Save your changes to the Event title. Note: DocketCalendar will not show the edited Event title. After the event is saved, The text (Edited) will be displayed next to the edit pencil showing that the Event has been edited.

If you missed unchecking an Event on the Create Events Screen, you can uncheck additional events on this screen

Add / Remove Calendars

Make any changes to the Calendars that will receive the Trigger events. You can Add and Remove Calendars at this stage.

Add / Remove Categories

Outlook users can Add and Remove multiple Categories. Google Users can choose or change one Color on the Group of Events.

Google users can modify the Event color and add an additional Popup Reminder and Email reminder for each individual Event.

Add Event to Calendar(s)

When you click the Add Events to Calendar(s) button and all of your Events will be added directly to all of the Calendar you have assigned to the Trigger.

You will see a popup message with a % meter showing the status of your Event Export. DO NOT CLOSE YOUR BROWSER until the Export has completed and you see the Confirmation Screen. Processing Events takes time. You can open multiple sessions of DocketCalendar, but not in the same browser. See Multiple Docket Calendar Screens for more information on using multiple sessions of DocketCalendar.

Once you see the Confirmation Screen, your Events are now on you Calendars. The process is complete.

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View & Edit Triggers: Change Dates, Edit Location & Calendars

Triggers are all saved directly under each Case. To view your Triggers, click on the All Cases Button to view a list of all of your active cases. Then select a the View button next to the case you wish to view.

View Triggers:

The Case detail screen shows a list of all Triggers that have been saved to your calendar for the case. You can search the Trigger list using the header search fields. Note: the search fields are case sensitive. Click the View button next to the Trigger you wish to view or edit.

View Trigger Details:

On the View Trigger screen you will see all of the details for your trigger in two sections.

The top half of the View Trigger screen shows the Trigger specific information. Name of Trigger, Trigger date, all custom text applied to the Trigger a list of the Calendars that the trigger has been saved to and a list of the Categories used on the Trigger.

The Bottom half displays a list of all Triggers that have been saved to your calendar. The Trigger list is searchable and the search fields are case sensitive. Click the View button next to a Trigger to view or edit a specific Trigger.

Click the Back to Case Button to get Back to the Case View screen.

Click Edit Trigger if you want to Recalculate a Trigger ,make changes to the text fields, add or remove calendars or Archive a Trigger.

Edit Trigger

The Edit Trigger screen is where you go to make changes to your Trigger and all the related Events for that Trigger.

Recalculate:

To Recalculate your Trigger click into the Date field and change the date, and time if necessary. Then Click the Recalculate Date button. When you use the Recalculate function DocketCalendar will also update any Text changes you make and any Categories you add or remove.

Note: Once you click the Recalculate Date button you will directed to a screen that will display all of your new event dates. Click the Update Calendars button to complete the process. Click the Back button if you do not want to process your changes.

Update Text & Categories:

To make changes to text fields or to update the Category on all events related to your Trigger, click the Apply Changes button. Note: Apply Changes will note Recalculate your Trigger. If you need to Recalculate and Update text at the same time, use the Recalculate Date button.

Add & Remove Calendars:

You can not Add or Remove Calendars while Recalculating or Updating Text and Categories. If you need to Add or Remove a Calendar and you also need to either Recalculate your Trigger or Update the Text fields or change a Category, make your changes first, then add or remove Calendars.

Archive Trigger:

To remove a Trigger and all of the related Events, Click the Archive Trigger Button

View All Events: Quickly Find and Edit any Event

View All Events gives you quick access to All Events created by DocketCalendar. To access the All Events view click the All Events button in the View section of the sidebar menu.

This is a handy way to find a specific event without having to build a Report, or go through the navigation of the Cases and Triggers to find what you are looking for. All of the rows are sortable so you can quickly sort by Date or Case Name or Trigger title. Click the View button to view or edit any event.

You can use the Search filter box to type in any partial word to narrow the view to specific items such as a Case Name or Event Title. You can search for a date by typing in the full date 09-06 will find all events on that day in any year. 09-06-2022 will find the specific date.

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All Cases / Cases / Triggers / Events: Central Deadline Hub

All Cases

All Cases displays all of your Active Cases. The search fields are case sensitive. Click View to access the Case details screen or Case View.

Case View

The Case View screen is the home screen for your case. Case Details displays all of the information stored on your Case. Case Name, Jurisdiction, Calendars Assigned to the Case, Location Text, Subject Text and Comments or Body Text can all be stored and recalled each time you calculate a new trigger.

Edit Case:

When you make changes to the Case, the changes are stored at the case level and applied to all future calculations. Edit Case is also where the Archive Case button is located. (Before you can Archive a case you must first Archive all Triggers.

If you need to update events that have already been applied to your calendar edit either the Trigger or an individual Event.

Outlook Users do not have Email Reminders. Outlook Users have Categories instead of Event Color.

Create Events:

The Create Events button will take you to the Create Events screen and automatically select your Case and Jurisdiction. You can also navigate directly to the Create Events screen and select a case from the Case Dropdown Menu.

View All Events:

The View All Events Button on the Case Details Screen gives you a list of all of your case events for that specific case. Events can be sorted by Date, Event Title, Trigger Name and Calendars and all fields are searchable. Searches are case sensitive. Click the View Button to see Event Details and Edit Events.

Triggers:

Triggers will show all Triggers you have calculated and saved to your case. Click the View button to access Trigger Details, Edit or Recalculate your Trigger, and to View and Edit your Trigger Events.

Introduction: Welcome To DocketCalendar

DocketCalendar calculates court rules-based deadlines and automatically creates events on your Outlook or Google Calendar. DocketCalendar also has a built in calendar so you can start calculating deadlines before you connect to Outlook or Google.

A few things DocketCalendar can do

- Automatically calculate, and create All rules based deadlines related to your case.

- Instantly populate your deadlines directly onto any Outlook or Google calendar.

- Automatically recalculate and remove deadlines from everyone’s calendar when matters settle or court dates change.

- Instantly produce robust deadline reports and much more!

Click here for a quick start video and instructional guide

Click here to Login and get started

The first time you log into DocketCalendar you will be able to instantly calculate deadlines and save them to DocketCalendar built in Firm Calendar.

You may want to try a few calculations before connecting DocketCalendar to your Outlook or Google environment. When you are ready, connecting to Outlook or Google only takes a few minutes.

Click here when you are ready to connect DocketCalendar to your Outlook or Gmail Account

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How does my subscription work?

Your DocketCalendar Subscription has two components; Court Rules and Calendars.

Each Court Rule set contains local court rules combined with the state court rules, you only have to use one court rule set to calculate your deadlines properly.

‍What comes with a court?

- Unlimited firm-wide use of that jurisdiction.

- The ability to remove courts from your subscription at any time; this way you only pay for what you currently need.

- The ability to add courts to your subscription at any time, you can gain immediate access to any court as new cases open.

DocketCalendar does not charge per user, only per calendar.

What comes with a calendar?

- Unlimited firm-wide use and access to that calendar.

- The ability to share the calendar with anyone at the firm.

- The ability to add or remove calendars from your subscription at any time.

How many calendars do I need?

- If everyone at the firm keeps their deadlines on a shared calendar or firm calendar, you may only need one.

- If you or someone at your firm wants to receive deadlines on their calendar, you will need to add a calendar in the shopping cart.

Click here for more information on how to select the right number of calendars

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Secondary Outlook Calendars

How to Create a Secondary Outlook Calendar

Add a calendar to an Outlook profile from Outlook desktop.

Log into the Outlook account where you want to create the new calendar.

At the bottom of the screen, click on the three dots and select the folders icon.

Click the "New Folder" option.

In the create new folder window, scroll up to select "Folder contains: Calendar Items".

Name your calendar and click save.

You can then share your calendar with either the firm calendar or if you creating a secondary calendar on the firm calendar, you can share it with users in the firm.

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Add a Calendar to an Outlook Profile from Outlook Web.

Log into the Outlook account where you want to create the new calendar.

Click the "Add Calendar" button, located above "My calendars".

In the new window click on the option to "Create blank calendar"

Name your calendar and set the calendar color and icon. Press save to create your calendar. You can then share your calendar with either the firm calendar or if you creating a secondary calendar on the firm calendar, you can share it with users in the firm.

Sharing an Outlook Calendar

In order to post events created through DocketCalendar to an Outlook calendar that belongs to another user, the calendar must be shared with to the linked email calendar.

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Outlook Desktop

To share your Outlook calendar, click on the "Share Calendar" icon in the home menu of your Outlook calendar.

Select the contact you want to share your calendar with. Click the "Add" button and then pick from your address book to send an invitation to share your calendar.

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Once you add the contact to the list of shared calendar contacts, you can change the permission level to "Can Edit"

Note: Only people in your Outlook contacts listing for the account you have logged into will appear in the list.

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Outlook Web

To share your Outlook calendar, click on the three dots next to the calendar in the calendar view and select "Sharing and permissions".

Enter the name of the person you want to share your calendar with and click the share button.

Set permission level to "Can edit".

IT Admin Consent for Outlook

Depending on how your Outlook is configured, you may receive a request for approval for DocketCalendar, but if your user was given the option to accept permissions, you will not receive and approval request and you will see DocketCalendar listed as an "Enterprise Application".

Regardless of whether you approved a request, or the user has approved permissions, you will still need to click on the DocketCalendar Enterprise Application link and go to the permissions screen and "Grant" permissions.

User Approved Permissions Process

If you did not receive a request for approval for the DocketCalendar application, and your user was given the option to accept permissions follow these steps. See below for Admin Approval Process.

Log into the Azure Admin Portal and click on the Active Directory- SIGN IN HERE

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From the Overview screen click Enterprise Applications

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From the Enterprise Application screen click on the DocketCalendar application link.

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From the DocketCalendar Overview screen click Permissions

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From the DocketCalendar permissions screen click the "Grant admin consent for "Your firm's URL"" Once you click the Grand admin consent button you will be prompted to login with your Firm's admin credentials.

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You will be prompted to login with Admin credentials.

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Click accept on the permission request pop up window.

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You will see a confirmation pop-up in the top right side of your permissions screen. Once you have completed this step, DocketCalendar is fully permissioned and ready for use. There is no automatic notification to the users that the approval process has been completed so you may want to inform your users that they can now login.

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Admin Approval Process

You should receive and email request to Grant permission for DocketCalendar

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From the Admin Consent screen, click on the DocketCalendar link under "My Pending"

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In the Details section, click the "Review permissions and consent button".

Note: you will be prompted to login with Admin credentials and accept permissions. Once you have completed this step, you will need to go back to the Enterprise applications screen shown above, click on DocketCalendar, and go to the permissions screen.
Then click the "Grant permissions" button. You will be prompted to login with Admin credentials a second time and you will be prompted to accept permissions a second time.

Once you have completed this step DocketCalendar is fully permissioned and ready for use. Although the user will receive an email confirmation when you approve DocketCalendar through the Admin Consent Request Screen, there is no automatic notification to the users that the approval process has been completed after you Grant permission, so you may want to inform your users that they can now login.

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Assigned Calendars: Linking to your Google & Outlook Calendars

This Quick Guide assumes that you have already connected (Linked) your DocketCalendar account to your Email account.

Click here If you have not yet connect DocketCalendar to your Email account

Assigning Calendars

1. Add the number of desired calendars to your subscription from the shopping cart. The shopping cart can be accessed by clicking on “Subscription” under the manage tab in DocketCalendar. You may add an unlimited amount of calendars while in free trial mode.

2. Click on “Assigned Calendars” under the manage section on the toolbar. (Screenshot Below)

3. If you want to assign a calendar that does not belong to your linked email account, you will need to share that calendar. Share Outlook Share Gmail

3. Give your calendar a name.

4. Enter the email address of this calendar. (If this is a secondary calendar, enter the email address of its primary calendar)

5. Locate and select the calendar you want to assign from the “Select Calendar” dropdown. If you do not see the calendar you want to assign, you will need to share that calendar with the linked email account. (If you have not shared any calendars with your linked email account, you will have three options to choose from; United States holidays, Calendar, and Birthdays)

6. Click “Assign.”

Note: If your newly shared calendars do not appear in the select calendar dropdown, you may need to accept/add them from your Linked email account.

After calendars have been shared, you will need to accept the invitation and click view. The invitation will be sent to the inbox of the linked email account.

Outlook Users: If your IT administrator shared the calendars from a PowerShell command, they will need to be added to the calendar using the Add Calendar / Add From Directory function.

Google Users: In order to add a shared calendar to your Gmail account, you must be logged in to only that Gmail account in your web browser. If you use Gmail normally for any other email address, we recommend, just for adding new shared calendars, that you open an incognito in Chrome and login to your Linked Gmail account there. Then accept the shared calendar.

You can not make edits to an Assigned Calendar. If you need to Remove an Assigned Calendar we recommend you Remove the Events from Your Calendar Assigned to that Calendar first.

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Login with Outlook

When you log into DocketCalendar, you will need two sets of credentials. Your DocketCalendar account login and password, and your Linked email account login and password. (Note - The linked email account is not your personal work email. See Below - Check with your Firm Admin for your Linked Account login credentials)

The first time you log into DocketCalendar in a new browser, you will need both sets of credentials, but once you have logged in, you can save your credentials to your password manager or your browser, and then you'll be able to log in with just a click.

Login to DocketCalendar

In addition to the DocketCalendar website, we recommend you bookmark the Microsoft office 365 website

Step 1: Enter your Login and Password, Click the End User Agreement checkbox and then the login button.

Login: Provided by DocketCalendar

PW: Request from your firm Administrator

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Step 2: You will be prompted to log into your Linked email account. This is not your email account, it is a different login that you will need in order to log into DocketCalendar.

Request your Linked email address and Password from your email Administrator

DocketCalendar and your Web Browsers

Multiple Sessions

DocketCalendar does not allow you to "Create" events, "Recalculate" events, or "Edit" events in the same browser session. In other words, you can't calculate and save to Trials simultaneously in the same browser, however, you can calculate and save events in different browsers. We recommend opening at least 2 sessions. Either Chrome and Firefox, or Chrome and Edge, or all three Chrome, Firefox, and Edge.

Browser Tabs

Although you can't calculate more than one trigger at a time inside a browser, you can open multiple browser tabs for reference. This will come in handy if you are working on a trigger related to another event and you want to keep a copy of that event open in another screen. If you right-click on any of the left-panel navigation windows, you can keep your current screen and open another session in a new tab. (Remember, one calculation at a time in each browser, but having multiple screens may come in handy from time to time.

Here are a few links to help you get started with DocketCalendar

How To Calculated Deadlines And Save To Your Calendar

Login to DocketCalendar

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Reports: Deadline & Custom Reporting Tools

Reports can be printed, converted into a pdf file or exported in a spreadsheet format. You can even copy the text from your browser and past it directly into an email.

How to Generate a Report

Click on the + Reports button in the Create section of the sidebar menu

You will be taken to the Create Reports Screen

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The Report Tool includes a variety of filters that allow you to select the deadlines and other case-related events you want to view in a report format.

Report Options:

Date Filters:

Choose the beginning and end dates for a date range search

Case Filter:

Choose this filter to display all events in a particular case. Combine with other filters such as date range to produce a more specific subset of your case data.

Jurisdiction:

You choose this filter from a dropdown list of all Jurisdictions to which your firm has subscribed. This filter will give you all events relating to cases where the specified jurisdiction has been selected for the case.

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Report Details:

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Many of the details of your Cases, Triggers, and Events can be searched using Report Details. These fields are not Dropdown menus, but they have a prefill logic similar to internet fields that begin to prefill as you type. Report Details fields will only prefill with information from existing events you have saved in your cases.

These fields will present all possible matches for whatever you type into the field, but the options you can select are only total phrases from the field you are searching. In this example typing in Summ, will show three triggers that have the words Summary and Summons. You can't search for just Summ, you must select a complete Phrase. Select Summons and Complaint Filed in Court and your report will include all Summons events in all Case and Jurisdictions.

(If you want to do partial word searches in your reports see below for the Search Results field)

Triggers:

Search any Trigger title that you have used in a calculation

Event Name:

Search any Event Title you have used in a Calculation

Event Types:

Search for the three event types. Day to Appear or Attend, Day to File and/or Serve, Other

Subject:

Any custom text you type into the subject field on the Create Events Screen can be searched.

Location:

Location is a text field, it can filter any text saved in the location field.

Comment:

Any custom text you type into the comment or field on the Create Events Screen can be searched.

Calendar(s):

Any Calendars you have assigned to your cases can be searched

Categories(s):

Outlook Only. Search your Outlook Categories used in your Deadlines.

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Once you are ready to run your report. Scroll Down to the bottom of the page and click the Preview Report Screen.

Display Options:

The default view for your reports will include Case Name, Event Date, Event Title. You can add additional fields by clicking the checkboxes in the Columns section of the Display Options.

Search Results

Filter Search Results:

Once you have clicked the Preview Reports Button you will notice a small Search box on the top right side of the screen. This search field is a global search and will automatically filter your report by matches in any field in your report.

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You can Print your results, export your result to CSV or Excel and you can Copy the Raw Text using the Copy button.

Extra Reports Tip:

You can Click and Drag the text on the report screen and paste it into an email and it will display with Formatting. Google Chrome and Microsoft Edge will retain some formatting. In the screenshot below. DocketCalendar Report Data copied from Microsoft Edge and Pasted into an Outlook 365 Web Email puts the report data in a scrollable Excel view right in the email. Just copy from page and paste in email.

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Excluded Events: Permanently Remove Unwanted Deadlines

Excluded Events provides advanced functionality that allows you to exclude events from being created during rules calculations and save your preference as a default. Each time you calculate that trigger, you automatically have the events you do not want to create unchecked.

DocketCalendar will provide a deadline for every court rule and this will include deadlines for every type of matter before the court. Procedural rules may trigger deadlines applicable to types of cases the firm does not handle. Excluding those deadlines will speed up the review process during rules calculations.

With Exclude Events you can: Exclude specific events from each unique trigger in any court you have in your subscription. You can apply your changes either to a single court, or to all "like" courts, for example, all State Superior Courts. This enables you to quickly set your entire rules subscription to your preference.

Click the Excluded Events button in the Manage section of the side bar menu.

You will be taken to the View All Excluded Events Screen. This page shows all of your currently Excluded Events. The first time you access this screen it will have no data to display.

To Add Excluded Events, Click the Edit Exclude Events Button and you will be taken to the Edit Excluded Events Screen.

1. Select the Jurisdiction that includes the events you wish to exclude from the Jurisdiction dropdown list.

2. Select the trigger in the Jurisdiction that creates the events you want to exclude.

3. Click the Preview Events button.

4. The list of the events relating to that Trigger will be displayed.

5. Select the events you wish to exclude by checking the applicable checkboxes. (Checking a box will make that event default uncheck at calculation).

6. Choose whether you want to apply the exclusions only to the selected jurisdiction or to all related jurisdictions that contain the same Trigger.

Note: Use Apply to All Jurisdictions where several jurisdictions include the same trigger and related events. This will generally apply where two or more jurisdictions employ the same procedural rules—for instance, if your subscription includes several federal bankruptcy courts or district courts.

Click the Save Excluded Events button.

The list of events with checkboxes will clear from the screen and you will see a list of the specific Events Excluded for your trigger.

Click the View Excluded Events to return to the All Excluded Events Screen.

Restore Excluded Events

Excluded events can be restored, so that they will once again show up during rules calculations. To restore excluded events, you reverse the process used to exclude them. To restore Excluded Events: Follow the Steps above and uncheck the Events you want to restore.

View & Edit Events: Change Event Titles, Dates and More

If you need to make edits to a single event. Do not edit the event on your Outlook or Google Calendar Calendar. DocketCalendar will create individual copies of your events for each Calendar. Changes made on a Calendar will only apply to that person's calendar and if the Event is updated by DocketCalendar any changes made by an individual may be over written.

Finding Your Event

To Edit or Delete (Archive) an event, you will need to find the Event in DocketCalendar. If you are viewing a Trigger you will see a list of events for that Trigger on the View Trigger screen you can view, edit and delete from the list of event on any View Trigger screen. You can also use the View All Events function to find, view, and edit your events. From the View All Events Screen you can search your Events using the Search field.

If you are looking at the built in Calendar in the DocketCalendar application, you can click on any event on the Calendar and click the View Event button. You can also access any event from your Outlook Calendar. Each event on your Outlook Calendar will contain a link to the corresponding DocketCalendar event. Note: You must have your DocketCalendar login credentials to view the events in DocketCalendar.

View Event

The View Event Screen shows all of the details of your Event. Many of these values are also visible in your Calendar entries but the View Event Details screen contains every piece of event information available including the Original Event date, the Court Rule and Date Rules so if you recalculate, you will always know your original date and if you have questions about your deadline, you have the rule text right on screen.

If you want to Edit of Delete (Archive) and event, from the View Event screen, click Edit Even

Edit or Delete /Archive an Event

On the Edit Event Screen, you can Modify the Event Title, Change the Date, Modify any of the Custom Text Fields.

Edit Text:

Note: Text and Category Changes made to an individual Event will be retained during Recalculation and Update. If you update the Comment Text at the Event level and then Update the Comment Text at the Trigger level at a later time, the Trigger change will overwrite the Event. However if you make changes to the Comment Text at the Event level and then Update the Location, the changes made to the Comment at the Event level will be remembered. They will only be overwritten if that specific field is being modified at a higher (Trigger) level.

Text and Category changes do not apply to Children Events - See Parent Events with Children below

Although you can add and remove Calendars from an individual Event, The DocketCalendar program currently does not support these events during Trigger Updates. If you make updates to a Trigger, or you Delete / Archive a trigger any Events added to Calendars at the Event level will not be updated. In the event that you need to update a Trigger that has an event with additional Calendars added to it at the single Event level, we recommend, going back to the Event, removing the additional Calendars at the event level, make your Trigger changes, then add your additional Calendars back.

Edit Date:

You can modify the Date on any single Event. If you make changes to the Date, and you also make changes to the Text both functions can be updated at the same time. However, if you hare updating an Event that has Children, even if you select the Update Children option, only the Date will be used to Recalculate the Children.

Edit Calendars:

Add and Remove Calendars does not factor in Child Events. You can only Add or Remove a Calendar from a Single Event on the Edit Event Screen.

Parent Events with Children

Most Events in DocketCalendar are calculated from a Trigger Date. The Trigger Date is used to calculate the due dates, but some events are actually Triggered by an event that is being Triggered itself. We call Events with Sub Events, Parents, and their Sub Events Children. Example. Trial is the Trigger. Discovery Cutoff is a Parent, L/D to Serve Notice of Motion re Non-expert Discovery is Triggered by Discovery. This would be a Child Event.

If you edit a single Event that is a Parent, you will be Prompted by DocketCalendar to consider Updating the Child Events. You can only Update the Date on the Child Events. This function is only to make sure that if you change the Date of a Parent, it's Child Events will be updated to the proper dates.

Changes made to Text, or Category will only be applied to the Parent. Typically you would use this function, for example, to add a Zoom link to the Day of Deposition, but not to all of the Child Events.

Delete / Archive Events

You can remove an Event from your Calendar use the Archive Event Button. To remove an entire trigger Update the Trigger and use the Archive Trigger button.

Secondary Google Calendars

How to Create a Secondary Google Calendar

Open the Google calendar associated with your Google account. If you have not created a shortcut to access your calendar, type "calendar.google.com" in your browser's address bar and press the Enter key.

On the bottom portion of the calendar sidebar, click "+" to the right of the words "Other calendars" to display a menu.

On that menu, choose "Create new calendar".

The Settings page for the new calendar will be displayed.

Enter a name for your secondary calendar and click "Create calendar".

A gray banner at the bottom of the page will indicate that the new calendar is being created.

After the banner disappears from the page, click the arrow to the left of Settings at the top of the page to return to the list of your calendars.

The secondary calendar will appear in the list of calendars on the left side of the page. The new calendar will now appear in the dropdown list of calendars on the "assigned calendars" page in DocketCalendar.

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Application Defaults: Include Court Rule in Events

DocketCalendar contains many user controllable settings locate on the Application or "App" Defaults screen. These settings are global to all DocketCalendar Users. We suggest you review these settings with all of your users before making changes to the defaults.

When a User logs into DocketCalendar for the first time and reviews settings on the Update Options screen, they will already be configured as shown below and no further action is needed unless the User wants to change the default values.

Below is a list of available options. Once you have made changes, click the Save button to save your changes.

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Linked Email Account

The Linked Email Account is set when you create your DocketCalendar Subscription. It is viewable from the App Default screen for confirmation purposes but it can not be changed. If you need to change your Linked Email Account you will need to contact us at support@docketcalendar.com

Default Jurisdiction.

If you have subscribed to the rules in more than one jurisdiction, you can select one as the default jurisdiction. When you create a case, this jurisdiction will be automatically selected. This setting would be useful to a practitioner whose litigation practice is limited primarily to a single jurisdiction. Default Setting: No Jurisdiction Selected.

Add "Court Rule" to Body

By default, the system adds text from the court rule to the body of the appointments or deadlines created on the calendar. Users can change this option as follows:

Don’t add: The Court Rule will not be added.
Rule Text: The default—rule text will be added.
Rule ID only. An identification code, frequently the official abbreviation used to refer to the applicable procedural rules, will be added—for example, FRCP 33(b)(2)—i.e., Rule 33(b)(2) of the Federal Rules of Civil Procedure.

Add "Date Rule" to Body

Default Setting: The Date Rule is an abbreviated summary of the calculation used to calculate the event date. It includes how many days, what type of days (court or calendar), what direction (forward or backward), and the roll method (what to do if the date lands on weekend or holiday). By default, the Date Rule is placed into the body of the appointment or deadline on the calendar. Users can change the option to “No” if they do not want the Date Rule in the body.

Case Location

Default Setting: Prepend to subject: This option determines where the case name will be placed in the subject or the body of the calendar entry. If you do not want to accept the default setting, select one of the other options from the dropdown list:

Prepend to subject. Puts the case name first on the subject line, before the event description. (Default and recommended setting)

Append to subject. Puts the case name after the event description in the subject line. If the event has a lengthy description, the case name may be cut off when you view the subject line in the Google calendar.

Prepend to body. Puts the case name in the body of the calendar entry, before the Court Rule or Rule ID.

Append to body. Puts the case name in the body of the event after the location of the Court Rule or Rule ID.

Note: If you choose an option that puts the case name in calendar entry, either before or after the body, the case name will not appear in the subject of the event on the Google calendar and you not be able to see it without opening the calendar entry.

Don’t add. Removes the case name from the subject and body. This option is also not recommended, because you may not be able to identify the case without the case name.

Add "User Notification" Tag

This will place a unique text string on each event that belongs to a specific Assigned Calendar.

Email Reminder - Gmail Only

This setting assigns the default value on the Add Case screen for the length of time before an event or deadline created in a case that the Google calendar will generate an email notification for a particular event placed on the Google calendar.

Pop-Up Reminder

This setting assigns the default value on the Add Case screen for the length of time before an event or deadline created in a case that the calendar will generate a Pop Up notification for a particular event placed on the calendar.

Display "Events" Details:

This setting will override all event settings and remove all event details from your DocketCalendar Events.

Display Trigger Title on Calendar Body:

This setting will display the trigger Title on all related events. Default setting is Yes

Appointments w/time status

This setting determines whether a calculated event that is a court appearance or appointment will show the time slot when it takes place as “busy”, so that other people will not try to schedule other appointment at that time. The default is “busy”. It works in conjunction with Appointment length setting.

Appointment length

This setting determines the length of time that will be reserved on your calendar, when a rules calculation places an appointment event on your calendar that takes place at a specified time. The default is 1 hour. If the previous option is set to “busy”, your calendar will show that you are busy for the period of time selected.

Add “DocketCalendarDeadline” Tag

By default this setting is set to “Yes”. When enabled, the word “DocketCalendarDeadline” is placed into the body of a calendar item. When the calendar item is transmitted as a meeting invitation during the docket creation process, the presence of this tag gives the recipient the option to identify those invitations received from DC. Using the Google’s filtering function, the User is able to create a filter that can remove incoming meeting invitations and archive them or move them to another folder.

Event Color

This setting establishes a default color for events appearing on the Google calendar, as a result of Date Calculations. When a new Case is created, the selected color is automatically transferred to the Event Color field on the Add Case screen, where it becomes the default Event Color for every event created in that case. During a Date Calculation, the Event Color can be changed again, allowing all events created using a particular Trigger to have a different color than other events created in the case. By default, this setting is set to “No Color”. You can choose one of the colors from the dropdown list.

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Search Triggers, Events & Rules

Sometimes, it is not obvious which Trigger to use to calculate particular deadlines in a case. You can search the Trigger Title when you are calculating, but you may only know the deadline and may not be sure what triggers it, or you may only know the court rule.

Search Triggers, Events & Rules allows you to keyword search all of the DocketCalendar content.

Click on the Research Console Button

You will be taken to the Search Triggers, Events & Rules Tab

To perform a search:

1) Select a Case with the Jurisdiction in question from the dropdown list.

2) Enter a keyword or phrase.

Use as few words as possible, or the root of words, remembering that DocketCalendar will be looking for an exact match. For instance, if you type "appeal", you will find "appealable", but if you type "appealable", you will not find "appeal".

3) Choose whether you want to search any Triggers, Events or Rules within the Jurisdiction by clicking on the applicable checkboxes.

Trigger: This option will search for all Triggers in the Jurisdiction that include the keywords.

Event: This option will search through all events--deadlines and court events--in the Jurisdiction that include the keywords and find the Triggers used to calculate them.

Rules: This option will search for the keywords in all excerpts of procedural rules in the Jurisdiction that relate to events that are calculated using Triggers.

4) Click the Search button.

DocketCalendar will search through the information you have selected and display a list of Triggers. That contain your key word or words. Keywords will be red.

5) Click the arrow to expand any Trigger to see your key word. You can click the arrow next to each event under the trigger to expand the Court Rule

Linked Email Account: How DocketCalendar Talks to Your Email

DocketCalendar requires a dedicated full email account to function as a connection point between your firm's email domain and DocketCalendar. We call this your linked email account.

Your linked email account is the connection point between DocketCalendar and all of your firm's calendars. DocketCalendar will create events directly onto any calendar that is shared with your linked account's calendar. Once you connect an email account to DocketCalendar, the default calendar for that email account will be visible to DocketCalendar and you will be able create events on that calendar.

To add events to any other calendar in your firm, simply share the calendar from the person who needs to receive deadlines to your linked email account.

Example: rocky@docketcalendar.com needs to receive deadlines, he shares his calendar with the linked email account and then DocketCalendar will be able to write events directly onto Rocky's calendar.

Read the next article before you connect your email account to DocketCalendar- Choosing Your Linked Email Account

Click here to connect your email account to DocketCalendar

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View Jurisdiction's Holidays

Virtually all courts have rules that specify what happens when a deadline lands on an official holiday. What holidays are recognized for the purpose of rules calculations varies from jurisdiction to jurisdiction and when certain holidays are observed may vary from year to year, if they fall on a weekend.

DocketCalendar automatically takes these holidays into account when calculating a deadline, but there will be times when you might want to view the actual list of holidays used by DocketCalendar and when they are observed, particularly if you practice before multiple courts. The Holiday tool, accessible from a tab on the Docket Research screen, allows you to do this.

To view a list of Holidays for a Jurisdiction in your subscription:

Click on the Research Console and then click on the Find Holidays tab.
Choose a Case with the Jurisdiction whose holidays you wish to view.

Only the Jurisdictions in your DocketCalendar subscription will appear in the list.

Specify a date range by inserting a Start Date and End Date in the date fields, or accept the default date range of one year from the current date.
Click the Find Holidays button.

Docket Calendar will display a list of the holidays for the Jurisdiction and the dates on which they fall or are observed.

Case: Your Central Hub for Case Information & Deadlines

Click the Case Button in the Create section at the top of the DocketCalendar Navigation Panel.

DocketCalendar Cases store the basic information you will need to calendar deadlines. Case Name, Jurisdiction, Calendars assigned to the case, Reminder and Category or Color preference and you can also store information that will populate in the Location, Subject, and Comments or Body sections of each event. Each Case Record also contains a complete list of all Triggers and Events Calendared for the case and all edit functions related to the Case, Triggers and Events as well.

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Case Details

Case Details stores your Case Name, Jurisdiction and the Calendars Assigned to the Case.

Add a Case Name - Case names will be combined with the deadline in the subject field of your events. We recommend brief case names.

Pick a Jurisdiction for your Case - The Jurisdiction Dropdown will show all courts in your subscription

Add Calendars to Your Case - Assign Calendars will display a list of all of your current Assigned Calendar Users.

Event Details

Event Details allows you to store Text or Comments in the 3 main fields of your events. Location, Subject and Comments or Body. Any information saved at the case level will autofill the Location, Subject and Comments section each time you calculate a trigger.

Location - Text entered in location will populate in the location field on your events

Subject - Text entered into the subject will populate in between the case name and the deadlines or event title

Comments - Text entered into comments will populate in the body or comments section of each event along with the Case Details, Jurisdiction, Trigger Title etc.

Notifications - Outlook

Outlook users can change the Popup Notification setting for each case. This will give the case event the same default Popup setting.

Categories: DocketCalendar will read your Linked Email Account's Calendar Categories and allow you to save a preference for a Category at the case level.

Notifications - Gmail

Gmail users can change one Popup notification and one email notification setting for each case. This will give the case events the same default Popup and email setting.

Event Color: Google Events have an Event Color option. You can store an event color preference at the case level.

Date Calculator: Calculate a date count in any Court

The Date Calculator tool allows you to calculation a deadline in a particular Jurisdiction, using that Jurisdiction's court observed holidays.

Click the Research Console button and then Click the Date Calculator Button

The Date Calculator Screen will be displayed.

1) Select a Court from the Holiday Set dropdown list.

2) Enter the Start Date in the Start Date field.

Just like a Trigger Date, this is the date upon which you will base your calculation: e.g., 30 days/weeks/months before or after the Start Date.

3) Enter the number for your calculation either in days, weeks, months, etc.--in the # to Calculate field

4) Determine whether the time period is measured in calendar days, court days, weeks, months or years and select the applicable radio button on the screen.

5) Determine whether you are counting forward or backward and make the appropriate selection. Your choice depends upon the purpose of the date calculation.

Counting Forward. You are trying to calculate a deadline which will occur after the Start Date--e.g., the last day to file an answer after the date of the service of the complaint (Start Date); the last day to file a notice of appeal after the date of the entry of judgment (Start Date).
Counting Backwards. You are trying to calculate a deadline which will occur before the Start Date--e.g., the date of the last day to file proposed findings of fact and conclusions of law before the date of trial (the Start Date).

6) Determine whether you want the calculated deadline to "Roll Forward" or "Roll Backward", if it lands on a holiday or weekend day.

Roll Forward. If you select "Roll Forward", the Date Calculator will move a date to the next court day--a day that is neither an official holiday nor a weekend day.

Roll Backward. If you are calculating a deadline that must be met prior to the Trigger Event, such as filing a brief or other submission for the court, the procedural rules might specify that if the calculated date occurs on a weekend or holiday, the deadlines should be moved to the previous court day. If that is the case, then choose "Roll Backward".

No Roll. If you are only interested in knowing the date of the deadline, regardless of holidays and weekends, then leave the default selection at "No Roll".

Click the Calculate button when ready to Calculate your Deadline

The Date Calculator will display the date and day of the week of the deadline.

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Login with Gmail

‍When you log into DocketCalendar, you will need two sets of credentials. Your DocketCalendar account login and password, and your Linked email account login and password. (Note - The linked email account is not your personal work email. See Below - Check with your Firm Admin for your Linked Account login credentials)

The first time you log into DocketCalendar in a new browser, you will need both sets of credentials, but once you have logged in, you can save your credentials to your password manager or your browser, and then you'll be able to log in with just a click.

In addition to the DocketCalendar website, we recommend you bookmark the Gmail Calendar that is Linked to your DocketCalendar account.

Step 1: Enter your Login and Password, Click the End User Agreement checkbox and then the login button.

Login: Provided by DocketCalendar

PW: Request from your firm Administrator

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Step 2: You will be prompted to log into your Linked email account. This is not your email account, it is a different login that you will need in order to log into DocketCalendar.

Request your Linked email address and Password from your email Administrator

DocketCalendar and your Web Browsers

Multiple Sessions

DocketCalendar does not allow you to "Create" events, "Recalculate" events, or "Edit" events in the same browser session. In other words, you can't calculate and save to Trials simultaneously in the same browser, however, you can calculate and save events in different browsers. We recommend opening at least 2 sessions. Either Chrome and Firefox, or Chrome and Edge, or all three Chrome, Firefox, and Edge.

Browser Tabs

Although you can't calculate more than one trigger at a time inside a browser, you can open multiple browser tabs for reference. This will come in handy if you are working on a trigger related to another event and you want to keep a copy of that event open in another screen. If you right-click on any of the left-panel navigation windows, you can keep your current screen and open another session in a new tab. (Remember, one calculation at a time in each browser, but having multiple screens may come in handy from time to time.

Here are a few links to help you get started with DocketCalendar

How To Calculated Deadlines And Save To Your Calendar