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Outstanding Issues for iCreate 7
- “SELMAN BREITMAN LLP” is not appearing in the pleading headings when entering multiple attorneys
- Adjusting the format of Proofs of Service to include an “Attorneys For” section with each addressee
- Adding two authors and addresses in a letterhead
- Adding an electronic signature to letters
- Adjusting the Attorney For options to be able to select an option other than the parties selected above.
- Resolving an issue where iCreate will crash when too much text is entered into the Cross-Complaint section
- Using the mouse scroll in a document set up wizard will scroll the sidebar, not switch between available templates
- In rare instances, iCreate crashes when generating a letter or a memo, causing Word to crash
- Using the Mail Merge feature in letters to toggle the letterhead on all letters
Issues Fixed in iCreate 7
- LOA not pulling the address information for the contact
- In letters, addressees to go from left to right instead of top to bottom
- Selecting an author when adding/removing the letterhead is a standard feature in iCreate EP 7
- SB Labels as the default option when selecting labels
- Creating multiple labels of the same contact when setting up labels
- In Nevada pleadings, having the attorney name and bar number on separate lines in the heading of the document
- Specifying the state of bar numbers in the setup wizard
- Client matter numbers not adding to all labels in SB labels
- Address an issue with the author changing in the letterhead
- Insurance Letter not having the addressees on the second page
- Adding an “And Related Cross-Actions” box to pleading captions
- iEncore After the Fact does not work on select documents
- SB Labels are not automatically adding the client and matter number
- Cannot enter multiple office addresses on the Pleading caption page
- AutoText not entering when Best Authority is enabled
- DocID placement in pleadings needs to be adjusted
- Adding an extra space of body text between Discovery Headings
- An issue where the second page letterhead will not toggle off
- Adjusting the format of the dates in memos
- Adjusting the format of the letterhead 2nd page
- Fixing an issue with the spacing in Las Vegas pleading templates.
- Rows in letters that are not filled out will be deleted
- Rows in memos that are not filled out will be deleted
- Not filling out a row in memos will delete that row
- Not filling out a row in letters will delete that row
- Adjusting the CA Proof of Service Office information from stretching across the line to fitting in the justification
- In rare instances, addressing an issue were the iEncore ATF window will not appear
- Adding more delivery and handling options to letters
- Adjusting the size of the DocID in memos
- Adding an Affirmative Defense Style to California Superior Court Pleading
- Adding a Cross Actions box to the USDC – Central Court
- Moving USDC pleadings from California to Federal
- Specific Pleadings Headings Available in Schemes
- Creating a table of contents style with the page numbers and a centered heading
- Creating a signature block without the attorney name above our firm’s name
- Adjusting the pleading numbering on page two of the USDC document to align with the text.
- Adding Plaintiffs, Defendants, Plaintiffs-In-Intervention, and Defendants-In-Intervention as Cross-Complaint options
- Creating a scheme that allows for pleading levels/headings to appear in other templates
- Added an “Interrogatory No.” option to Discovery Headings
- Adding the option to create an envelope without filling out an addressee
- Multiple lines in footers leaves line 28 blank
Outstanding Template Requests for ICreate 7
- Special Pleading formatting per Shannon Gaffey and Jamie Tenero
- Various Proof of Service options
- Meet & Confer Letter with the option to add Discovery Headings per Terri Taylor
- Pleading caption per Shannon Gaffey and Jamie Tenero
- Litigation File Manager per Kathy Kugelmas
- LAMS Proof of Service per Ned Schroeder
- Markel Initial Trial Report per Michelle Rosenberg
- New Engagement Letter per Jennifer Capabianco
- New Engagement Letter per Scott Goldberg
- Insurance Letter per Stephanie Iversen
Templates Which Have Been Created for iCreate 7
- Legal Exchange Budget Template per Erika Williams’ request
- PACE Revised Settlement Form as requested by Karen Goldberg
- Standard Letter RE: line per Tess Sloop’s request
- Employment Authorization per Crystal Martin
- Medical Release per Crystal Martin
- COR Letter per Crystal Martin
- Certificate of Authenticity per Crystal Martin
- Asbestos Pleading per Liza Cunanan
- Asbestos-Preference pleading per Liza Cunanan
- Accident Scene Checklist and an Incident Report per Frederick Heiser
- CESR form per Aaron Costa
- Insurance Letter Template per Greg Newman and Hee Sung Yoon
- Resolute Rockwell Litigation Activity Report per Greg Newman and Megan Kayo
- Resolute Montrose Litigation Activity Report per Greg Newman and Megan Kayo
- NARS Defense Attorney Suit Pre-Trial Report per Crystal Martin
- NARS Defense Attorney Suit Status Report per Crystal Martin
- Markel Initial Case Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
- Markel Updated 6 Month Status Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
- Markel Mediation Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
- Markel Pre-Trial Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
- Markel Post Trial Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
- Suit File Review form for the Toxic Tort Team
- Litigation File Review Form per Natalie Costa
- Borg Warner Settlement Checklist per Natalie Costa
- Borg Warner Pre-Trial Report per Natalie Costa
- NARS Litigation Plan and Strategy Agreement per Crystal Martin
- Asbestos Request for Settlement Authority for the Toxic Tort team
- Correspondence Pool Sheet per Adriana Moreno
- Adding Block Quote Styles to the Blank Portrait Templates per Carla Dunn
- Index to Discovery per Buddy Thompson
- Asbestos Pleading for Orange County per Natalie Costa
- Updated the Scottsdale-Western Heritage Coverage Opinion Form per Barbara Bohan
- Federal Court Pleading in Times New Roman 14 Point font per Adriana Moreno
- New Letter RE: line per Cynthia Elrod and Paul Gamba
- Fireman’s Fund 5 Day Pre-Trial Report per Natalie Costa
- Colorado Pleading per Quyen-Thi-Le
- Page Line Depo Summary option in Memos per Luanne Niimi
- Bates Labels using Avery 5167 Labels per Carla Dunn
- USDC Pleading with Times New Roman 12 point font per Denise Wise
- Unlimited Jurisdiction Pleading per Cynthia Elrod
- Mediation Brief per Erika Parker
- Asbestos Pleading for San Francisco
- Rights of Reservation form per Robert Steller and Patti Mandich
- Adjusting AutoText entries for Additional Discovery
- Creating a Propounding Party AutoText that is not bold and underlined
- Insurance Letter per Richard Friedman
- Judge’s Signature Block AutoText entry per Angela Silvestri
- CDA Comprehensive Defense Report client form per Mandy Fine
- USDC Pleading with Times New Roman 14 point font per Bonnie Berger and Susan Kriesel
- Page Line Summary Memo per Kyla Capistron
- Accepting Plaintiff Depositions Letter per Kyla Capistron
- Accepting Brody Depositions Letter per Kyla Capistron
- Creating a Proposed Order Form per Luanne Niimi
- Adding multiple party sections in an appellate pleading per Jason Shon
- USDC pleading with caption closer to pleading line numbering with a centered USDC title and court per Pam Smith
- Nevada USDC Pleading per Bonnie Juarez
- Coverage Opinion Letter per Bonnie Juarez
- Case Agenda Table AutoText entry per Gil Glancz and Bonnie Juarez
- SOP Matrix per Bonnie Juarez
- NTA Tariff Page One and NTA Tariff Page Two Forms per Bonnie Juarez
- Carrier with Enclosed Invoice Letter per Kathy Kugelmas
- Electronic and Paper Versions of the New Matter Form per Monique Young
- Electronic and Paper Versions of the New Client – Bill to Form per Monique Young
- NTA Pleading per Bonnie Juarez
- SWL AutoText entries per Stephanie Iversen
- USDC pleading with caption closer to pleading line numbering with a centered USDC title and court per Pam Smith
- Review form per Lisa Hall
- Exhibit List per Terri Taylor and Richard Lee
- Montana Pleading per Bonnie Berger, Jan Pocaterra, and David Berke
- USDC Pleading in Arial 12 point font with specific heading styles per Mark Inbody
- USDC Pleading in Courier 12 point font with specific heading styles per Mark Inbody
- USDC Pleading in Times New Roman 12 point font with specific heading styles per Mark Inbody
- DOI AutoText entries per Stephanie Iversen
- Washington Pleading per Greg Newman, Don Montgomery, and Mandy Fine
- iEncore profiles are not saving for some users
- Asbestos Depo Outline Memo per Rod Cappy
- Adjusting the style formatting in the USDC Times New Roman 14 Point pleading
- Zurich Amended Litigation Budget per Bonnie Juarez
- Coverage Opinion Letter per Shannon Gaffey
- Course Material Guidelines – DRI 2015 per Pam Smith
- Edits to the Montana Pleading per Bonnie Berger & Susie Kriesel
- COBRA Letter per Sadie La Rose
- CB Participant Distribution Notice per Sadie La Rose
- CB Check Request Letter per Sadie La Rose
- 401k Loan Letter per Sadie La Rose
- PSP Term Letter per Sadie La Rose
- Attorney 401k Term Rollover Letter per Sadie La Rose
- Medical Coverage Designation Form per Sadie La Rose
- 401k Check Enclosure Letter per Sadie La Rose
- New Attorney Profile Form per Sadie La Rose
- New Employee Information Sheet per Sadie La Rose
- Promissory Note per Sadie La Rose
- Resolute Budget Form per Ilya Kosten