Creating File Intake Forms

File Intake Forms streamline the file opening process and help ensure that all necessary information is captured with minimal navigation. There are two types of Intake pages:

• ones that apply to all new files regardless of file type (Basic Pages).
• ones that are designated for use when the new file is a particular file type. This provides flexibility for including additional fields (including Custom Fields) that may be required by a specific file type.

Basic Pages

File Type-Specific Pages

To configure a File Intake Form, the administrator must:

1. Go to the Amicus Administrator.
2. Click on Configure.
3. Select Files.
4. Click the New File Intake tab.
5. Choose which type of page you wish to add:
   • For a Basic Page, select the Modify the New File BASIC Intake Form used for ALL Files option.
   • For a File Type-Specific Page, select the Define New File Intake Pages for this individual File Type option and select the File Type from the drop-down list.
6. Edit the page name if you wish (to help identify pages during the design process).
7. To add new pages, click the Add Page button. To navigate among the pages, use the up and down arrow buttons to the right of the Page field (Page x of x).
8. To add fields to the current page, select the corresponding checkbox in the list of available fields at the right. If configuring a File Type-specific Page, use the drop-down list near the top to switch between File Basics list (core file fields) and File Custom Fields list (fields included on any of the custom pages configured for the current file type).
   
   NOTE: The Client ID and Matter ID basic file fields will be disabled to users of the New File Intake Form if your accounting link is set to use automatic numbering. The Exclude from Accounting Link field is available if supported by your accounting link. Task-Based Billing and TBB Code Set fields are available if your link is set to use task-based billing.
   
   
9. To rearrange fields, drag them up or down on the form as desired. To change the height of a text field (e.g. File Summary) or some other fields (e.g. Team Members Assigned), drag the bottom edge of the field.
10. To designate a field as required on the page so a user must enter a value before proceeding, right-click on the field and choose Is Required. The required fields will be displayed in red and marked with an asterisk. Two default core fields, Short File Name and Billing Category, are automatically set to be required.
11. To delete a field from the current set of pages, clear the corresponding checkbox in the field list at the right, or simply drag the field from the design area back to the list at the right. Removing fields from a New File Intake Form does not affect the availability of those fields in the File Details itself. The Short File Name, Client, File Type, and Billing Category fields cannot be removed from the first Basic Page.
12. To rearrange the sequence of Pages in the current set, or to remove a Page, click Manage Pages. In the dialog that appears, make the desired changes.

13. Click OK when you are finished.

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