Better forms coming

MR8 comes with a comprehensive set of legal forms, and you can use its Form Manager to customize the forms and create new forms. Customization is limited. For example, the form types/categories are predefined — such as Affidavit, Subpoena, and Waiver. And you can’t choose which sets of data fields are included in these form types.

More customization options

In the upcoming MR9, your form creation abilities have been leveled up. You will be able to create your own form types and designate which datasets (collections of data fields) are used in each form type. Plus the new form templates will have more options:

• You can designate specific form types to be used in MR9 billing functions.
• For all other forms, you can choose which group of people will receive the form: the scheduling party, selected parties, or records locations.
• You can set the default printing options for those form types. Depending on the dataset chosen for the form type you can choose to print each part or party on a separate form or print all of the parts/parties in a list on one form — the same as MR8’s “consolidate” option.
• Options for form groups (subcategories of form types) are similar to those in MR8 — you can create new form groups, add form templates to form groups, move form templates from one form group to another one, delete form templates, or delete existing form groups
• You can move/delete specific form templates or move them in bulk to a different form type or group.
• For lists of parties or locations that are printed on MR9 documents, you can customize the data lists used — adding data fields, deleting data fields, adding and formatting text, and customizing the layout of the list.

Start with your current forms

Like MR8, MR9 comes with a complete default set of forms you can use as is or edit to fit your business better. Plus any custom forms you already have will be converted to use in the new MR9 along with the rest of your MR8 data.