How to add user defined fields in a proceeding?

Infino Legal allows you to create and manage various types of proceedings. Additionally, you can define the fields that should be displayed for each specific proceeding, ensuring that you store all the necessary information. 

Add a new type of proceeding 

To add a new type of proceeding: 

1. In the main menu, go to Proceeding -> Proceeding types. 
2. Click on the “Add a new proceeding type” button. 
3. Provide the full and abbreviated name of the proceeding. If the added type corresponds to bankruptcy or restructuring proceedings, select the appropriate option below. Similarly, if the proceeding is conducted in court, check the box next to the corresponding message. 
4. Click “Save”. 

Edit a type of proceeding 

To edit a type of proceeding: 

1. In the main menu, go to Proceeding -> Proceeding types. 
2. Next to the item you want to edit, click on the three-dot icon and select “Edit”. 
3. Make the necessary changes and click “Save”. 

Add new fields in a proceeding 

In Infino Legal, you can add new fields that will be displayed on the proceeding card. 

To add new fields: 

1. Go to the proceeding card. 
2. In the “Proceeding” tab, click on the three-dot icon next to the proceeding type name and select “Configure the proceeding type”. 
3. Click on “Add a field”. 
4. Provide the name, description, select the field type, and choose the proceeding type where the field should be displayed. 
5. Click “Save”. 
6. Please note that the added field will be saved for the specific type of proceeding. In each subsequent proceeding of that type, the added fields will appear automatically. 

Edit a field in a proceeding 

To edit a field in a proceeding: 

1. Go to the proceeding. 
2. In the “Proceeding” tab, click on the three-dot icon next to the proceeding type name and select “Configure a proceeding type”. 
3. Click on the three-dot icon next to the item you want to edit and then select “Edit”. 
4. Make the necessary changes and click “Save”. 

Create proceedings tailored to the specifics of your case and add any desired fields to gather the most important information in one place. 

Additionally, you can add your own fields on contacts and related contacts. Learn more: How to add UDF on contacts and related contacts?