Docket Template Overview

Created by Lachlan Robbie, Modified on Thu, 29 Jun, 2023 at 1:49 PM by Lachlan Robbie

Docket templates play a crucial role in defining the structure and content of your dockets.

  • Create Multiple Templates: You have the flexibility to create multiple templates, each tailored to specific needs. This allows you to associate different templates with different orders and customize the information included in the dockets accordingly.

  • Enhanced Customization: Docket templates offer advanced features such as PDF design customization, enabling you to create visually appealing and professional-looking dockets. Additionally, by exposing docket fields at the Order level, the process of creating dockets for end users becomes more streamlined and efficient.

  • Improved Consistency: With the ability to associate templates with specific orders, you can ensure consistency in docket inclusions, such as site safety checklists, for different customers. This helps maintain standardized procedures and information across your operations.

Docket templates provide the flexibility and customization options you need to create well-structured and tailored dockets, enhancing efficiency and maintaining consistency in your documentation process.

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