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Before you begin performing rules calculation, you should review the settings on the Preferences screen to determine whether you want to change the default values. You will probably find most of the default settings acceptable. The options on the Preferences screen primarily control settings that affect the location and content of information placed on the subject line and in the body of a Google calendar entry when deadlines and appointments are placed on the Google calendars as a result of docket calculations.
Accessing the Preferences Screen
Choose Preferences from the Utilities menu.
Default Settings for User Preferences
When a User logs into DC 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.
How to Change Options
To view and change the default Options:
- Click on the Utilities menu at the top of the Calendar Rules for Google page.
- Move down the menu and click on Preferences.
The Update Options screen will be displayed.
- Review the individual settings and make the changes you want.
A description of what each setting does is set forth below.
- Click the Update button to save your changes.
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 a snippet of text from the rule to the body of the appointments or deadlines created on the Google calendar. Users can change this option as follows:
- Don’t add: The snippet 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 Google calendar. Users can change the option to “No” if they do not want the Date Rule in the body.
Case Name Location
Default Setting: Prepend to subject: This option determines where the case name will be placed in the subject or the body of the Google 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 rule snippet or rule ID.
Body of Calendar Entry
Append to body. Puts the case name in the body of the event after the location of the rule snippet 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.
Custom Text Location
Default setting: Prepend to body: This option determines the location of custom text entered during docket calculations in the calendar entry on the Google calendar. It can be put at the beginning or end of the subject line or body of the calendar entry using the following selections:
- Don’t add. Custom text not displayed.
- Prepend to subject. Displayed at the beginning of the subject.
- Append to subject. Displayed at the end of the subject.
- Prepend to body. Displayed at the beginning of the body.
- Append to body. Displayed at the end of the body.
There are two types of reminders that the Google Calendar allows you to establish for appointments: Email Reminders and Pop-Up Reminders.
Reminder for Email
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.
Reminder for Pop-Up
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 a Pop Up notification for a particular event placed on the Google calendar.
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.
Show Trigger Title on Calendar Body [Not Yet Implemented]
All Day Appointment Status
This setting determines whether a deadline, which is placed on your calendar as an all-day event (at the top of your calendar), will show you as busy during the entire day. The default is “free”. If you were to choose “busy”, then people looking at your calendar would not be able to tell when you were free to schedule a standard appointment on any day when at least one deadline appeared on your calendar.
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.
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.
Access for Google Contacts
This setting determines whether contacts that appear in the dropdown lists for Users and Attendees when a User creates or updates a Case or performs or updates docket calculations will include contacts drawn from the User's personal Google Contacts. The default is "No". When this preference is set to the default, only contacts created in DC on the Custom Contacts page will appear in the dropdown lists. When changed to "Yes," both contacts appearing in the logged-in User's Google contacts and those add on the Custom Contacts page will appear in those dropdown lists.
Add “CalendarRulesEvent” Tag
By default this setting is set to “Yes”. When enabled, the word “CalendarRulesEvent” 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.