General Options

‍Default Jurisdiction.  If there is more than one court in your subscription, you can pick one as your default and it will appear on the screen every time you perform a rules calculation.

‍Appointment & Task.  Default:  All rules events are appointments. DocketCalendar has the ability to treat events as either Outlook appointments or tasks. We recommend keeping this set to the default value.

‍Add Court Rule to Body. Default: Rule Text. By default, the system adds the text from the rule underlying a date calculation to the body of the appointments or deadlines created on the Outlook calendar.

• Don’t add: Rule text 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

Add Date Rule to Body. Default: Yes. The Date Rule is an abbreviated summary of the calculation used to calculate the event date. 

‍Add Activity to Body. Default: Yes. Each Event title or “Activity” is limited to the character length of Outlook’s Subject Line. If you are adding your Case Name to the Subject as well, in some cases the last few words of the Activity may become truncated. To overcome this limitation, this setting allows you to see the full text of each Activity repeated in the Body of the appointment.

‍Save Case Name. Default: “Yes”. By default, the system will save case names entered, so they can be re-used later. Change this option to No if you do not want to store case names.

‍Preload Related Events. Default: “Yes”. By default, when you open an event on your Outlook calendar, all of the related events created by the Trigger are displayed in a list with the event you opened highlighted in light red. This allows you to open any of these other events, but the process of loading the related events can cause older computers to slow down to an unacceptable level.  If you change the option to “No”, this will prevent the related events from loading when you open the event and speed things up. To view the other events, you can click the Load button, which will load the events on to the form on demand.

Recalculated Events. Default: When a trigger date gets changed, and the events are recalculated, there are two choices. One choice is to leave the event content alone (subject and body), and just update the date (default). The other choice is to replace the existing events with new events from the latest version of the rules. If you change the default, any changes to the description you may have made during the first calculation will be overwritten.‍

Check for Updates. Default: “Yes”. If yes, when the Add-In opens, it checks for rules updates and presents a notification if any are found.

‍Show Excluded Events. Default: “No”. You have the option of preventing certain related events from appearing when they create deadlines during rules calculations, using the Excluded Events tab. 

‍Show Trigger on Calendar. Default: If changed to yes, a check box will be shown on the Use Rules tab, and if checked during event creation process, the Trigger itself will be created as an appointment. For example, if you select Interrogatories Served and enter last Friday as the trigger date, an event called Interrogatories Served, dated last Friday, will be placed on the calendar if a user selects the checkbox “Trigger on Calendar”.  This option shows and hides that check box. DocketCalendar already creates these types of events for Triggers like Trial, or Hearing on Motion, where we know the trigger itself belongs on the calendar. Most users will not want to turn this option on.

‍Request Response. Default: Yes. We recommend switching this to no as most attendees will not accept the invites and simply delete them.‍

Show Confirmation Screen. Default: Yes. The confirmation screen appears after you have completed a calculation by clicking on Add Checked Items on the Use Rules Screen. It shows you the selections you have made during a rules calculation and gives you an opportunity (by clicking the Cancel button) to enter information you may have omitted.  Clicking Create Events completes the event creation process.