Document Stamp Customization
Dean Shatley
We are still pretty new to Lex, so I Amy not be articulating this correctly or understanding how to customize the stamp as you have described below. We want to include the Document ID and number in the bottom of the document, however, we don't want it to state "Document ID: xxxxxxxx."
We would prefer to customize the words used; for instance "CS: xxxxxxxx".
When I am in settings, I don't see a way to customize the words in the Document stamp (when using the document ID).
I hope that makes sense. If we can do this, I just might need some screen shots or something. :). thanks again for your reply. So far, I think our firm is very happy with our transition.
LexWorkplace Product Team
Hi Dean, thank you for the input.
You currently
can
customize the Document Stamp, insofar as you can select what to include and not include (Document ID, Matter, Document Type/Status/Tags, etc.Are you saying that you would like, effectively, a custom text field (in addition to the fields above) that could be populated once, then applied (stamped) to every document?
Thank you in advance for the clarification and input!
J
Joanne O'Ryan
LexWorkplace Product Team Yes, that is exactly what he is saying. We cannot change the "DOCUMENT ID:" for example. I would prefer to have a discrete "ID" or nothing and simply, say, the matter number. The bold "DOCUMENT ID:" is cumbersome looking.
LexWorkplace Product Team
Okay, so it doesn't sound like you want custom/additional fields, precsiely, but rather the ability to change the LABEL of existing fields (such as renaming 'DOCUMENT ID' to 'DOC ID' or just 'ID' (or: CS, etc.)
Is that right, Joanne O'Ryan / Dean Shatley ?
- Dennis
J
Joanne O'Ryan
LexWorkplace Product Team That’s it! The ability to change the label in the existing fields.
LexWorkplace Product Team
Joanne O'Ryan Thank you, this is helpful. One last question, I think... Is it only the 'DOCUMENT ID' label that you'd like to change (shorten), or other fields as well, such as 'MATTER' or 'TYPE' ?