To calculate deadlines using DocketCalendar, follow these general steps. Please note, specific functionalities might vary based on updates or specific configurations of DocketCalendar:

1. Log In: Start by logging into your DocketCalendar account.
2. Select or Create a Case: Choose an existing case from your case list or create a new case by entering the required case details, such as case name, jurisdiction, and relevant parties.
3. Access the Case Details: Once you have selected or created your case, navigate to the case details page.
4. Click the 'Create Events' button at the top.
5. Select a Trigger: Deadlines in DocketCalendar are often calculated based on triggers, which are key dates or events that start the countdown to various deadlines. Select the trigger that applies to your case, such as the filing date, hearing date, or any other significant event.
6. Enter Trigger Date: Input the date of the trigger event. This is the date from which the deadlines will be calculated.
7. Choose the Jurisdiction: Ensure that the correct jurisdiction is selected for your case. Deadlines will be calculated based on the rules and procedures specific to the chosen jurisdiction.
8. Review and Adjust Deadlines: Once the deadlines are calculated, review them to ensure they align with your case requirements. You might have the option to adjust specific deadlines manually if needed.
9. Save or Add Deadlines to Calendar: After reviewing and adjusting the deadlines, save them to your case and add them to your calendar. DocketCalendar allows you to sync these deadlines with your personal or firm’s calendar system, such as Google Calendar or Outlook.
10. Review and Confirm: Ensure all deadlines are correctly calculated and appear as expected in your calendar. Make any necessary adjustments.

If you encounter any difficulties or need specific guidance, DocketCalendar’s support resources or customer service can provide additional help. This general process should help you effectively utilize DocketCalendar to manage case deadlines accurately.

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First access your subscription by clicking on 'Subscription' under Settings & Preferences in your sidebar. From the subscription screen:

1. Click 'Edit Profile' next to your name at the top of the screen.
2. Fill out the necessary changes you would like to make then click "Save Changes"

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First access your subscription by clicking on 'Subscription' under Settings & Preferences in your sidebar. From the subscription screen:

1. Click 'Edit Profile' next to your name at the top of the screen.
2. Click "Edit Billing Info'"
3. Fill out the necessary changes you would like to make then click "Save Changes"

To see all the triggers you have in DocketCalendar, follow these steps:

1. Access All Cases: Click on the "All Cases" button to view a list of all your active cases.
2. View Case Details: Select the case you wish to view by clicking the "View" button next to it.
3. View Triggers: On the case detail screen, you'll see a list of all triggers that have been saved to your calendar for that case. You can search through the trigger list using the header search fields, but note that the search fields are case sensitive. Click the "View" button next to the trigger you wish to view or edit to see more details or make changes.

This process allows you to efficiently manage and review all triggers associated with your cases, ensuring that you have complete oversight of your deadlines and important dates.

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Adding calendars to your cases, triggers, and events in DocketCalendar involves a few straightforward steps. This process ensures that all relevant deadlines and appointments are accurately reflected in your preferred calendar, whether it's Google Calendar or Outlook. Here's how to do it:

Add Calendars to Your Case

1. Access Your Cases: Click on "All Cases" to view a list of your cases.
2. Modify a Case: Select a case by clicking "View" and then click the "Edit Case" button.
3. Assign Calendars: You will see a new field labeled "Assigned Calendars". Click in the box under this label to open a list of available calendars. Select the calendars you wish to add to your case.
4. Save Changes: After selecting your calendars, click the "Save Changes" button. Your calendar will now be listed on your View Case screen and in the All Cases list view. DocketCalendar will add events for your case directly to your assigned calendars the next time you calculate deadlines.

Add Calendars to Your Triggers

1. Select a Trigger: From the View Case screen, click the "View" button for the trigger you wish to add to your calendar.
2. Edit Trigger: On the Edit Trigger screen, you'll find an option to add calendars. Select the desired calendars from the list.
3. Update Assigned Calendars: Click the "Apply Changes" button. DocketCalendar will begin adding the trigger's events to your selected calendars.

Add Calendars to Your Events

1. Select an Event: Click on the "View" button for the trigger, then for the event you wish to edit.
2. Edit Event: Scroll down on the Edit Event screen to the "Assigned Calendar(s)" section. Select the calendars you want to add to your event.
3. Update Event: After selecting, click the "Apply Changes" button to finalize your choices.

This process ensures that your cases, triggers, and events are properly organized and synced with your selected calendars, improving visibility and management of legal deadlines and appointments.

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Yes, you can use your own email address with DocketCalendar, but there are specific guidelines you should follow to ensure seamless integration and use within your firm. Here are some key points to consider when using your email address with DocketCalendar:

• Linked Email Account: DocketCalendar requires a dedicated full email account to function as a connection point between your firm's email domain and DocketCalendar. This linked email account is essential for creating events directly onto any calendar that is shared with this account's calendar.
• Choosing an Email Account: It's recommended to select an email account to which multiple people at the firm can have access if they are using DocketCalendar. This could be a new email account created specifically for this purpose, like firmcalendar@yourdomain.com, or an existing account that multiple people already have access to, such as admin@ or info@ your domain.
• Outlook and Gmail Users: For Outlook users, the linked email account must be an Outlook 365 email account, and DocketCalendar will not work with a free Outlook.com account. For Gmail users, any standard Gmail or Google Workspace account can be used.
• Sharing Calendars: To add events to any other calendar in your firm, you simply share the calendar from the person who needs to receive deadlines to your linked email account. This enables DocketCalendar to write events directly onto the shared calendar.
• Changing Linked Email Account: If you need to change your linked email account later, it requires assistance from DocketCalendar support.

These guidelines are designed to ensure that DocketCalendar functions optimally within your firm's workflow, allowing for efficient management of deadlines and calendar events while accommodating the need for multiple users to access and manage the calendaring system.

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You can  utilizing DocketCalendar's reports feature to manage and share your legal deadlines and scheduling information. You have several options for exporting and sharing this data, tailored to suit various needs and preferences. Here's how to use these features within the context of DocketCalendar's reports:

Exporting Reports to CSV or Excel

1. Generate Your Report: Within DocketCalendar, navigate to the section where you can generate reports based on your scheduled events, deadlines, or any other criteria you've set up.
2. Export Options: Once your report is generated, look for the export options. DocketCalendar allows you to directly export your report to CSV or Excel formats. Choose the preferred format for your needs.
3. Download the File: After selecting the export format, the file will be prepared for download. Download the file to your local system for further use, such as archiving, sharing via email, or printing.

Copying Raw Text for Use in Other Applications

1. Use the Copy Button: For situations where you need to quickly transfer report data into another format or platform (such as a Word document or an email), use the Copy button provided in the reports feature. This will copy the raw text of the report to your clipboard.
2. Paste and Format: Paste the copied text into your desired application. You may need to apply additional formatting in the destination application to achieve the desired presentation.

Pasting into Emails for a Formatted Display

1. Select and Drag Text: Click and drag to select the text directly from the report screen within DocketCalendar.
2. Paste into Your Email: Paste the selected text into an email. If using compatible web browsers and email platforms (like Microsoft Edge and Outlook 365 Web Email), you may see the report data displayed in a formatted or even scrollable view, enhancing readability for the recipient without requiring them to open an attachment.

This approach to exporting and sharing report data from DocketCalendar's reports feature offers flexibility in how you communicate and manage case-related deadlines and events. Whether you need a detailed spreadsheet for in-depth analysis, a quick text copy for immediate sharing, or a visually appealing format for emails, DocketCalendar provides the tools to support your workflow.

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If you need more time to evaluate DocketCalendar beyond the initial trial period, contact us directly at support@docketcalendar.com. We will be happy to extend your trial until you feel you have properly evaluated DocketCalendar for your purposes.

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A free trial with DocketCalendar, includes all of the same feature-sets and functionality provided with a paid subscription. No restrictions! This will allow you and/ or your firm to test the complete capabilities of DocketCalendar so you know exactly what to expect before making a commitment.

If you are logged into DocketCalendar, your trial expiration date can be found at the bottom of your sidebar on the left side of the screen.

In DocketCalendar, the relationship between a trigger and an event is fundamental to understanding how deadlines are calculated and managed within the application. Here's a detailed explanation:

• Trigger: A trigger in DocketCalendar refers to a specific event spelled out in procedural rules that initiates the countdown to various deadlines. These trigger events, also known as trigger items, are key dates or actions that start the timeline for subsequent deadlines related to a case. For example, the date summons and complaint are served could be a trigger for other deadlines, such as when an answer or other responsive pleading must be filed.
• Event: An event, in this context, is a deadline or court appointment that is calculated based on a trigger. DocketCalendar uses the date of the trigger event to calculate the due dates for these related events. The application automates this process by applying the procedural rules relevant to the jurisdiction of the case to ensure accurate and compliant scheduling.
• Relationship: The relationship between a trigger and an event is therefore a cause-and-effect linkage where the occurrence of the trigger (cause) results in the calculation of one or more events (effects). This relationship is governed by the procedural rules applicable to the case's jurisdiction, which prescribe the timeframes within which various actions must be taken following the trigger event.

For example, if a trial date is set (trigger), DocketCalendar will calculate and schedule all related deadlines (events), such as discovery cutoffs or deadlines to file pre-trial motions, based on the specified trial date and the procedural rules of the court handling the case. This ensures that all deadlines are accurately reflected on your calendar, helping to manage case timelines efficiently and effectively.

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The "Audit Trigger" function in DocketCalendar is designed to ensure the integrity and accuracy of your event data within the application. It serves two main purposes:

1. Data Verification: The Audit Trigger checks all data stored in DocketCalendar to confirm that each event has received the appropriate event ID or serial number from the calendar service (e.g., Google Calendar or Outlook). This process ensures that the data stored within DocketCalendar matches what is expected and is properly synchronized with your calendar service.
2. Automatic Correction: If DocketCalendar identifies any discrepancies or issues with the event data storage—such as missing event IDs or serial numbers—it will automatically repair the data and replace any events that may have been impacted. This means that if there are any synchronization issues or if events are not properly saved to your calendar, the Audit Trigger function will attempt to resolve these issues by resending or recreating the events.

Why You Need It:

• Ensures Reliability: It maintains the reliability of your event scheduling by ensuring that all DocketCalendar events are correctly stored and displayed in your connected calendar service.
• Automates Corrections: It reduces the manual effort needed to verify and correct event synchronization issues, saving time and minimizing the risk of missed deadlines.
• Increases Visibility: By automatically correcting any discrepancies, it ensures that your calendar remains an accurate reflection of all scheduled events and deadlines, which is crucial for effective time management and meeting legal obligations.

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To attach a file to an event in DocketCalendar, it's recommended to use a link to the document rather than attaching a physical copy directly. This method is more efficient and avoids consuming additional storage space in your calendar. Here are the steps to attach a file via a link, using OneDrive as an example, but the process is similar for other file-sharing services like Dropbox:

1. Open Your File-Sharing Platform: Navigate to the folder in OneDrive (or your chosen file-sharing service) where the document you want to share is located.
2. Share the File: Right-click on the file you wish to share, then click the "Share" icon in the dropdown menu. A new window will pop up.
3. Copy the Link: In the sharing window, click the "Copy" button to copy the link to your document within your OneDrive folder.
4. Paste the Link in DocketCalendar:
5. For a Case: If you want the document link to be available on all case-related deadlines, insert the link into the Description field at the Case level in DocketCalendar.
6. For a Trigger: If the document is relevant to specific deadlines calculated by a trigger, insert the link into the Description field for that Trigger as you calculate deadlines.
7. For an Individual Event: You can also insert links into the Description field of individual events as needed.

This method allows you to share important documents related to your events without directly attaching files, maintaining accessibility while avoiding the drawbacks of file duplication and excessive memory usage.

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Finding events in your Google calendar requires that you first go to the event you'd like to find in DocketCalendar, then click the 'Copy Link' button at the top of the screen. once the link has been saved to your clipboard...

1. Open Google Calendar: Access your Google Calendar through a web browser or the Google Calendar app on your mobile device.
2. Use the Search Function: Google Calendar features a search bar at the top. You can use this to search for events by entering keywords associated with your DocketCalendar events, such as case names, event types (e.g., "filing deadline"), or specific terms you know were included in the event details.
3. Refine Your Search: If you remember the date or date range of the event, you can also refine your search to include this information, which can help narrow down the search results.
4. Review the Events: Browse through the search results to find the specific DocketCalendar generated events. Google Calendar's search is comprehensive and will include events from all the calendars you have access to, making it easier to find specific entries.

Remember, DocketCalendar events that are synced to your Google Calendar should retain the titles and details inputted during their creation, making them searchable through Google Calendar's standard search functionalities.

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Finding events in your Outlook calendar requires that you first go to the event you'd like to find in DocketCalendar, then click the 'Copy Link' button at the top of the screen. Once the link has been saved to your clipboard...

1. Open Outlook: Launch your Microsoft Outlook application.
2. Go to Calendar View: Navigate to the calendar section of Outlook to see your scheduled events.
3. Use the Search Bar: Outlook provides a search bar at the top of the calendar view. You can use this feature to search for specific events. Enter keywords that would be included in the DocketCalendar event titles, such as case names or specific types of deadlines (e.g., "filing deadline", "hearing").
4. Filter Your Search: You can refine your search by specifying criteria such as the date range, category, or other attributes that DocketCalendar events might have.
5. Check Event Details: Once you find an event, you can open it to view more details. DocketCalendar events might include links or additional information in the event description that connects back to DocketCalendar for more detailed information.

Remember, DocketCalendar events should synchronize with your Outlook calendar if you've properly set up the integration, allowing you to manage and search for these events directly within Outlook.

Google Calendar does not support categories in the same way that Outlook does, with the ability to assign multiple categories to a single event. However, Google Calendar allows users to set one color per event, which can serve a similar purpose by visually differentiating types of events. Additionally, Google Calendar supports setting up to four reminders for each event, providing flexibility in how you are reminded of upcoming deadlines or appointments.

When you are creating new events in DocketCalendar, you can set your event-level reminder and one color for each event. Once you have calendared your events, you can edit the reminder and color settings at the trigger level by going to the Edit event screen. This feature allows you to control reminders at the case, trigger, and event levels, offering a new level of customization for your calendared events.

In essence, while Google Calendar does not offer categories in the traditional sense, you can utilize event colors as a method to categorize and organize your events visually.

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To add an Outlook category in DocketCalendar, you can utilize the application's support for Outlook Categories, allowing you to categorize events for better organization and visibility within your Outlook calendar. The document outlines general capabilities for setting reminders and categories but does not provide a specific step-by-step process for adding an Outlook category directly through DocketCalendar.

In Outlook itself, categories can be added or managed directly within the Outlook application by following these general steps:

1. Open Outlook: Start by opening your Outlook application.
2. Go to Calendar: Navigate to the calendar view.
3. Select an Event: Click on the event you wish to categorize.
4. Categorize: Look for the "Categorize" option in the toolbar. This is usually found in the event's editing menu or by right-clicking the event.
5. Choose/Add Category: From the "Categorize" menu, you can select an existing category or create a new one. To create a new category, select "All Categories" and then "New" to define a new category name and color.

For DocketCalendar specifically, when you are creating or editing events, you may have the option to set a category that aligns with your Outlook categories. Once these events are synced to your Outlook calendar, they should reflect the specified category settings. DocketCalendar supports the control of reminders and allows for categorization at the case, trigger, and event level, offering a new level of customization for your calendared events.

However, for detailed instructions tailored to DocketCalendar's latest features and integrations with Outlook, checking the DocketCalendar user guide or contacting support directly would provide the most accurate and up-to-date information.

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If you don't see your court listed in DocketCalendar, we encourage users to reach out for assistance. DocketCalendar is continually expanding its library based on feedback and customer demand. When a new rule set is requested, they prioritize building it, especially for standard litigation-related rule sets in State or Federal courts. Importantly, for most of these standard litigation rule sets, DocketCalendar offers to build them for free provided there is at least one subscriber. Once a rule set is built, it is monitored and kept up to date, but generally, new rules are not constructed until they have been explicitly requested.

To request a court that is not currently available, you should send your requests to support@docketcalendar.com. This proactive approach ensures that DocketCalendar can accommodate your specific needs and helps the platform to cover a broader range of jurisdictions, making it more useful for all its users.

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Sharing your calendar in DocketCalendar is important for several reasons, which relate to both internal coordination and ensuring access to updated legal deadlines across your team or firm. Here are key reasons why you might need to share your calendar:

1. Access Control: If you wish to assign a calendar that does not belong to your linked email account, sharing that calendar becomes necessary. This enables individuals within your organization to view and manage deadlines, appointments, and scheduling orders pertinent to their work or cases they are following.
2. Collaboration: Sharing calendars facilitates better collaboration among team members. For instance, attorneys, paralegals, secretaries, and staff can share one calendar in a solo firm setup, or have their specific deadlines on their personal calendar while still sharing access with team members as needed in a small firm setup. This ensures that everyone is on the same page regarding case deadlines and appointments.
3. Efficiency and Transparency: By sharing calendars, all deadlines can be centralized, offering a single view where all relevant deadlines can be seen. This is particularly advantageous in larger firms where multiple cases are being handled simultaneously. It helps in avoiding scheduling conflicts and ensures that no deadlines are missed.
4. Customization and Flexibility: DocketCalendar allows for sharing both Outlook and Google Calendars. This flexibility ensures that regardless of the email and calendar service your firm uses, you can integrate DocketCalendar seamlessly, enhancing productivity and maintaining the continuity of case management processes.
5. Firmwide Access: The advantage of having a shared calendar is to give the firm's staff access to a single view where all deadlines can be seen. This is particularly useful in even a two-attorney firm, as it helps in managing deadlines more efficiently, avoiding clutter, and making it easier to identify specific deadlines.

Sharing your calendar in DocketCalendar is not just a feature; it's a strategic tool that enhances collaboration, ensures efficiency, and maintains transparency across all levels of a legal firm.

In DocketCalendar, while you cannot directly modify the existing events or calculations provided by the CalendarRules scheduling engine, there is flexibility to manually customize event details. Specifically, you have the ability to:

• Manually Customize Event Details: You can adjust the details of an event to suit your specific needs. This could involve changing the title, date, or other relevant information for an event that has been created based on the system's rules.
• Exclude Events: If there are events you decide are not necessary for your calendar, you have the option to exclude these from being added. This feature allows for a level of customization in terms of what gets included in your calendar based on the scheduling order or legal requirements specific to your case.

This approach provides a balance between the accuracy and compliance benefits of rule-based event creation and the flexibility needed to cater to the unique aspects of each case.

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Yes, the court rules within DocketCalendar are updated regularly to ensure compliance with the latest legal requirements and changes. DocketCalendar uses the CalendarRules engine along with their proprietary technology and legal staff to build and maintain all rule sets. Because DocketCalendar operates on a cloud-based system, it can provide updates to customers in real-time without any interaction required by the end users. Updates are released to the CalendarRules team in advance of their official publication and are added to the system on their effective date, ensuring that any subscriber to that court is automatically in compliance with the new rules.

Additionally, CalendarRules tracks court changes and incorporates any new rules at the beginning of each month unless there is a significant rule change that occurs mid-month, in which case the rules would be updated to reflect these changes as well. Changes can include new deadlines, modifications to existing deadlines, and the removal of deadlines no longer used by the court. DocketCalendar automatically calculates new deadlines with these changes, and each month it shows any instances on your calendar where changes may have impacted deadlines previously calculated.

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To calendar a scheduling order in DocketCalendar, follow these step-by-step instructions:

For General Jurisdictions Without a Specific Scheduling Order Template

1. Navigate to the Create Events Page: Start by going to the Create Events page within DocketCalendar.
2. Select Your Case: Choose the case for which you want to create a scheduling order.
3. Change the Jurisdiction: In the jurisdiction field, select "General Reminders."
4. Select the Trigger: Choose the "Scheduling Order Template (No Rules - Enter Dates from Order)" trigger. This template allows you to enter dates manually without the constraints of specific court rules.
5. Customize Your Scheduling Order Events: Enter the dates from the scheduling order as required for your case. You can customize event titles and dates to match the specific requirements of your scheduling order.

For US District Courts (USDC)

1. Select a USDC Court: When working with cases in US District Courts, DocketCalendar provides a scheduling order template that does not adhere to court rules, giving you complete control over event titles and dates.
2. Choose the Scheduling Order Template Trigger: Similar to the general jurisdiction process, select "Scheduling Order Template (No Rules - Enter Dates from Order)" as your trigger. There's no need to set a trigger date for this action.
3. Preview and Select Events: Click on the "Preview / Select Events" button to display your events. You can uncheck any events that you do not need.
4. Edit Events and Add to Calendars: After deselecting unnecessary events, click the "Next Edit Events / Add Calendars" button to proceed with calendaring your scheduling order.

These steps ensure that you can effectively calendar a scheduling order in DocketCalendar, whether your jurisdiction offers a specific template or if you need to use a general approach without predefined rules.

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The number of calendars you need in DocketCalendar depends on your specific requirements for managing cases, events, and deadlines. Factors include the volume of cases you handle, whether you need separate calendars for different types of cases or jurisdictions, and if you want to share specific case calendars with team members or clients. It's tailored to your workflow, allowing for the organization and segregation of cases to enhance efficiency and collaboration within your team.

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DocketCalendar integrates with both Outlook and Google Calendar by exporting calendar events and deadlines directly to your personal or professional calendar. This ensures that all your case-related dates and reminders are synchronized across platforms, providing easy access and notifications through your preferred calendar application. The specific mechanism for this synchronization includes the use of calendar feeds or direct integration features that allow DocketCalendar to communicate updates in real-time, ensuring your calendar entries remain accurate and up-to-date with any changes made within DocketCalendar.

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To add an additional calendar to Google, follow these steps:
1. Open Google Calendar.
2. On the left side, click the "+" button next to "Other calendars."
3. Choose "Create new calendar."
4. Give the calendar a name and fill in any other details.
5. Click "Create calendar."

After creating, you can manage and share this new calendar as needed.

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Adding an additional calendar to Outlook can enhance your organization and scheduling efficiency, especially when managing multiple projects or roles. Here's how you can add an additional calendar in Outlook:

For Outlook Web App (OWA):

1. Open Calendar: In Outlook on the web, go to the Calendar view by selecting the calendar icon from the navigation pane on the left side or the bottom, depending on your layout.
2. Add Calendar: Look for an option to add a calendar. This might be a button that says "Add calendar" or a "+" sign near the "My calendars" section on the sidebar.
3. Choose Calendar Type: You'll have several options for adding a calendar. You can add from a directory (if you're looking to add a colleague's calendar within your organization), subscribe to a calendar using an Internet Calendar Subscription (ICS link), or create a new blank calendar.
4. Follow Prompts: Depending on the type of calendar you're adding, follow the prompts. If you're creating a new blank calendar, you might need to name it and choose its color. If you're subscribing to a calendar, you'll need the ICS link.

For Outlook Desktop Application:

1. Go to Calendar: In the Outlook desktop app, switch to the Calendar view by clicking on the calendar icon in the navigation pane.
2. Add Calendar: On the Home tab in the ribbon, look for an option like "Add Calendar" or "Open Calendar," and click on it.
3. Select Type: Choose from options such as "From Internet" if you have an ICS link, "From Directory" if you're adding a colleague's calendar, or "Create New Blank Calendar" to start a fresh calendar.
4. Configure: Enter the required information based on your selection. For a new blank calendar, give it a name and set any custom options you prefer. For an internet calendar, paste the ICS link.

Syncing with DocketCalendar:

If you're adding a calendar to better integrate with DocketCalendar, ensure the new calendar is also configured within DocketCalendar settings to receive events and reminders as intended. This might involve:

• Checking the DocketCalendar app for options to sync or link the new Outlook calendar.
• Verifying that events from DocketCalendar are properly showing up in the newly added Outlook calendar.

Final Step:

• Verify: Once you've added the calendar, check to make sure it appears in your calendar view. You might need to select it from the sidebar to view its events.

Adding additional calendars can help keep different types of events organized and separated, such as personal appointments, court deadlines, and team meetings, making it easier to manage your time and responsibilities.

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Granting IT Consent for Outlook integration with DocketCalendar involves a few steps that typically need to be performed by someone with administrative rights in your organization's Microsoft 365 admin center. Here's a general outline of the process:

1. Access Microsoft 365 Admin Center: The person with administrative privileges should log in to the Microsoft 365 admin center. This is usually the IT administrator or someone in a similar role who has access to manage permissions and enterprise applications within your organization.
2. Navigate to Azure Active Directory: Once in the admin center, navigate to the Azure Active Directory (Azure AD) section. This may involve selecting "Admin centers" > "Azure Active Directory," or it may be directly accessible from the main dashboard, depending on your admin center setup.
3. Select Enterprise Applications: In Azure AD, go to "Enterprise applications." This section allows administrators to view and manage the third-party applications that have access to your organization's data.
4. Find DocketCalendar Application: Search for the DocketCalendar application within the list of enterprise applications. If DocketCalendar has been previously added, it should appear in this list. If not, you may need to add it by selecting "New application" and following the prompts to search for and select DocketCalendar from the available applications.
5. Grant Admin Consent: Once you have located or added the DocketCalendar application, select it to view its details. Look for a section or option labeled something like "Permissions" or "Admin consent." Here, you will find the option to grant consent for the permissions requested by DocketCalendar. This typically involves clicking a button labeled "Grant admin consent" or similar. Confirm the action as prompted.
6. Verification: After granting consent, verify that the status reflects the change. This might be indicated by a status message or confirmation dialog within the Azure AD portal.
7. Inform Users: Once IT Consent has been granted, inform your DocketCalendar users that the integration with Outlook can now be fully utilized. They may need to perform additional steps, like logging in through DocketCalendar or connecting their Outlook accounts from within DocketCalendar, to complete the integration process.

This process ensures that DocketCalendar has the necessary permissions to interact with your organization's Outlook calendars, enabling features like automatic event creation, updates, and reminders based on the legal cases and deadlines managed within DocketCalendar. Always ensure that such actions comply with your organization's IT policies and data protection regulations.

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Accepting permissions is a crucial step when integrating DocketCalendar with your email system, such as Outlook or Google, because it allows DocketCalendar to perform actions on your behalf within your email and calendar environment. Here are the key reasons why accepting permissions is necessary:

1. Access and Synchronization: By accepting permissions, you allow DocketCalendar to access your email and calendar to read events, create new events, and update or delete existing ones. This access is essential for the app to synchronize your legal deadlines, appointments, and reminders directly with your personal or professional calendar.
2. Automation and Efficiency: With the appropriate permissions, DocketCalendar can automate the process of managing deadlines and events based on the rules and triggers you set up. This automation saves time and reduces the risk of manual entry errors, ensuring that your calendar is always up to date with the latest case schedules and deadlines.
3. Security and Privacy Compliance: Accepting permissions enables DocketCalendar to operate within the security and privacy guidelines of your email system. It ensures that data transfers between DocketCalendar and your calendar are conducted securely, protecting sensitive information and complying with data protection regulations.
4. Personalized Experience: Permissions enable DocketCalendar to offer a personalized experience by accessing your calendar settings and preferences. This allows the app to align with your scheduling habits and preferences, making it more intuitive and effective as a scheduling tool.
5. Integration Capabilities: For users who wish to integrate DocketCalendar with other tools or platforms, accepting permissions is a foundational step. It ensures compatibility and seamless operation between DocketCalendar and other software applications you might be using, enhancing overall productivity and efficiency.

By accepting permissions, you essentially authorize DocketCalendar to act as an extension of your email and calendar system, leveraging its full capabilities to streamline your scheduling and deadline management tasks. It's a critical step to ensure the tool works effectively within your existing technology ecosystem.

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IT consent is required for integrating DocketCalendar with your firm's email system, especially when using Outlook, due to the administrative permissions needed to allow DocketCalendar to access and manage calendars within your organization's email environment. This process ensures that DocketCalendar has the necessary permissions to automate event creation, updates, and deletions in Outlook calendars, which are critical for maintaining accurate and up-to-date scheduling information. Here's why IT consent is important:

1. Security and Compliance: IT consent ensures that any third-party application, like DocketCalendar, accessing your organization's email system complies with your company's security policies and data protection regulations. It prevents unauthorized access to sensitive information and ensures that data handling meets compliance standards.
2. Administrative Control: Granting IT consent allows your organization's IT administrators to maintain control over which applications can access your email system. This control is crucial for managing the risk of data breaches and for ensuring the integrity of your organization's communication and scheduling infrastructure.
3. Functional Integration: For DocketCalendar to function correctly, it requires specific permissions to read and write to your Outlook calendars. IT consent provides these permissions at an administrative level, ensuring that DocketCalendar can perform its intended functions without encountering permission-related obstacles.
4. User Experience: By obtaining IT consent and ensuring proper integration, DocketCalendar can offer a seamless user experience. Users won't have to manage permissions individually, and the application can automatically sync with their calendars for event management, deadline tracking, and notifications.

The consent process typically involves logging into the Azure Admin Portal, navigating to the Enterprise Applications section, selecting DocketCalendar, and granting admin consent. This action must be performed by someone with administrative privileges in your organization's Azure Active Directory. Once consent is granted, DocketCalendar is fully permissioned and ready for use within your organization.

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Logging in to DocketCalendar with Google involves a similar process to logging in with Outlook, requiring two sets of credentials: your DocketCalendar account login and password, and your linked email account login and password. Here is how you can log in with Google:

1. DocketCalendar Account Credentials: First, use your DocketCalendar account login and password to log into DocketCalendar.
2. Linked Email Account Credentials: You will then be prompted to log into your linked email account. This is a separate set of credentials from your DocketCalendar account. It is important to note that the linked email account is not your personal work email. You may need to check with your Firm Admin to obtain your linked account login credentials.

The first time you log into DocketCalendar in a new browser, you will need both sets of credentials. However, after your initial login, you can save your credentials to your password manager or browser for easier future logins. Make sure to have your linked email address and password ready for a smooth login process. If necessary, request your linked email address and password from your email administrator to ensure you have the correct credentials for logging in.

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To log in to DocketCalendar with Outlook, you will need two sets of credentials: your DocketCalendar account login and password, and your linked email account login and password. The linked email account is crucial for integrating with Outlook and should not be confused with your personal work email. Here's how to log in with Outlook:

1. DocketCalendar Account Credentials: First, log in to DocketCalendar using your account login and password.
2. Linked Email Account Credentials: Next, you will be prompted to log in to your linked email account. This is a separate set of credentials from your DocketCalendar account, and it may require confirmation from your firm's email administrator.

The first time you log in to DocketCalendar in a new browser, you'll need both sets of credentials. However, once you've successfully logged in, you can save your credentials to your password manager or browser for easier access in the future. It's recommended to have your linked email address and password ready, which you can obtain from your email administrator.

This process ensures that DocketCalendar can seamlessly integrate with your Outlook calendar, allowing for efficient management of events and deadlines directly from the application.

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To add calendars to an event in DocketCalendar, follow these steps:

1. Click on the "View" button for the trigger you want to edit and then click on the "View" button for the event you want to edit.
2. On the Edit Event screen, scroll to the bottom of the screen. Click in the box under the "Assigned Calendar(s)" label to open the list of available calendars.
3. Select the calendars you want to add to your event and then click the "Apply Changes" button. Note: You can click anywhere on the screen to close the Calendar Dropdown menu.

By following these steps, you can easily manage which calendars your events are added to, allowing for greater flexibility in how you and your team view and manage upcoming deadlines and appointments.

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To add calendars to a trigger in DocketCalendar, follow these steps:

1. Navigate to the trigger you want to modify by clicking the "View" button for the specific trigger from the View Case screen.
2. Click "Edit Trigger" to access the trigger's editing screen.
3. On the Edit Trigger screen, locate the option title "Assigned Calendars". Click in the box under the "Assigned Calendar(s)" label to open the list of available calendars.
4. Select the calendar(s) you wish to add to your trigger. You can close the calendar dropdown menu by clicking anywhere on the screen.
5. After selecting the desired calendars, click the "Apply Changes" button. DocketCalendar will then start adding the trigger's events to the selected Outlook or Gmail Calendars.

You can add or remove calendars from any trigger or event at any time, allowing for flexible calendar management as your scheduling needs evolve.

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To add calendars to a case in DocketCalendar, follow these steps:

1.) Go to "All Cases" to view your cases and select the case you want to modify by clicking "View."
2.) Click the "Edit Case" button to access the case's details.
3.) In the edit screen, you will find a field labeled "Assigned Calendars." Click in the box under this label to open a list of available calendars.
4.) Select the calendars you wish to assign to your case. You can close the calendar dropdown menu by clicking anywhere on the screen.
5.) After selecting the desired calendars, click the "Save Case" button at the bottom of the Edit Case screen.
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Your selected calendars will now be listed on your View Case screen as well as in the All Cases list view, and DocketCalendar will add events for your case directly to the selected Outlook or Google Calendars the next time you calculate deadlines.

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The log out button is located in the top left-hand corner of your screen in the navigation sidebar.

DocketCalendar offers access to over 1800 court rule sets nationwide​​. This extensive coverage includes a variety of court rules across all 50 states, territories, and Canada, ensuring comprehensive support for legal professionals managing case deadlines and court dates.

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To delete something in DocketCalendar, you would use the Archive function. This tool allows you to remove events, triggers, or cases from your calendar. When you archive any of these elements, they are removed from all assigned calendars and stored in the Archive section. If you need to delete something permanently, you can do so from the Archive section after it has been archived.

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Finding events on your calendar can be done quickly by using the "Copy Link" feature and your calendar's native search functionality.

Follow these steps:

1. Navigate to the event within DocketCalendar.
2. Click the "Copy Link" button to copy the event's URL to your clipboard.
3. Open your calendar (Google Calendar, Outlook, etc.).
4. Use the calendar's search function.
5. Paste the copied link into the search bar and press enter.
6. The event linked to the URL should appear in your calendar's search results, allowing you to quickly locate it.

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To change the Outlook category for an event in DocketCalendar, you should follow these steps:

1. Create New Events: When you are creating new events in DocketCalendar, you have the option to set an Event level Reminder and one Category for each event.
2. Edit Reminder & Category Settings: After calendaring your events, you can edit the Reminder and Category settings at the Trigger level. This is done by going to the Edit event screen.
3. Accessing Events: To find the event you wish to edit, you can either go through the Case/Trigger view or use the 'View all Case Events' button for each case. Events can also be found on the 'View All Events' Screen.
4. Editing Categories: On the Edit event screen, you can change the category assigned to that particular event.

Remember, if you have been using DocketCalendar prior to the introduction of the new reminders and edit features (released on 12/27), it's advised to check your reminders if you edit an Event or a Trigger​​.

To set up popup reminders in DocketCalendar, follow these steps:

1. Calculate Events: When you are calculating events, look for an option on each event to edit the individual reminders. This option also allows you to edit the reminder for each Trigger.
2. Edit Events: Once your events have been calendared, you can edit the reminders by editing the Trigger or Event. This modification will change all your reminder settings.
3. Reminder Types: DocketCalendar offers two types of reminders at both the Case and Trigger level (one popup and one email reminder) and two additional reminders at the Event level (again, one popup and one email reminder). Email reminders are sent to the email address assigned to the calendar.
4. Edit Individual Events: On the Create Events screen, after you have calculated your deadlines and clicked the "Next: Edit Events" button, you will see an Edit Pencil icon at the end of each deadline. Click this icon to access a dropdown option for setting the individual event Popup and the individual event Category​​.

The process behind how DocketCalendar sends events to Google and Outlook involves several key steps:

1. Automatic Event Creation: DocketCalendar is equipped to automatically calculate deadlines based on court rules and create corresponding events. These events are designed to be instantly populated onto either your Outlook or Google Calendar. For added flexibility, DocketCalendar also comes with an in-built calendar, so you can start calculating and managing deadlines even before you establish a connection with your Outlook or Google Calendar​​.
2. Connecting to Outlook or Google Calendar: The integration process with either Outlook or Google Calendar involves accessing a calendar connection interface within DocketCalendar. This is done by selecting "Connect a Calendar" in the manage section of DocketCalendar's sidebar. From there, you link your Outlook or Google email account by entering your email details and following the on-screen instructions to complete the account selection process​​.
3. Admin Permissions and Calendar Sharing: For DocketCalendar to post events to an Outlook or Google Calendar that belongs to another user, the calendar must be shared with the linked email account. This step typically requires admin credentials and the acceptance of necessary permissions. Once these permissions are granted, DocketCalendar is fully authorized and ready for use. Although users usually receive an email notification when DocketCalendar is approved through the Admin Consent Request Screen, there might not be an automatic notification to indicate the completion of the approval process. Hence, you might need to inform your users manually that they can now log in and start using DocketCalendar with their Outlook or Google Calendars​​.

This integration allows for efficient and automated synchronization of events and deadlines between DocketCalendar and the user's chosen calendar platform, whether it's Outlook or Google Calendar.

If you need help with DocketCalendar, you can easily reach out for support. On the DocketCalendar website, there is an option to contact their team directly or to schedule a free support call. This resource is helpful if you're facing issues with setup or if you have specific questions that aren't covered in the user guide or other documentation​​.

Reach Us

A trigger in DocketCalendar may have no events due to specific circumstances in the calculation or saving process. When you create a trigger, it is supposed to have associated events based on the rules and dates you've set. However, there are a few reasons why a trigger might end up with no events:

1. Incomplete Calculation: If the trigger calculation was not completed properly, it might not have generated any events. This could be due to an interruption in the process or a mistake in inputting the necessary information.
2. Saving Issues: Even if the trigger was calculated correctly, there might have been an issue when saving it to your case. This could be due to technical glitches or connectivity problems.
3. Specific Conditions of the Trigger: In some cases, the specific conditions or rules set for a trigger might not lead to any events. This could happen if the rules or dates set don't align with any required actions or deadlines.

To address this issue, you can view and edit your triggers to check their details and make necessary adjustments. This includes recalculating the trigger or editing its conditions to ensure it generates the expected events​​.

f you try to remove such a trigger using the archive button, DocketCalendar may freeze, leading to the trigger becoming "stuck". In such cases, the Delete button allows you to easily remove these records without needing to request assistance from DocketCalendar support​​.

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To delete triggers in DocketCalendar, you should use the Archive function. Here's how you can do it:

1. Archive Function: This function is available on the Edit screens for Cases, Triggers, and Events. Using this function, you can remove any Event, Trigger, or Case from your calendar.
2. Archiving Triggers: If you want to remove an entire trigger, you should update the trigger first and then use the Archive Trigger button.
3. Effect of Archiving: When you archive, all associated events will be removed from every assigned calendar. A copy of your archived events, triggers, and cases will be stored in the Archive for reference.
4. Confirmation Prompt: When you click the Archive button, you will receive a prompt to confirm the action.
5. Process Status: A popup message will appear, showing the progress of the archiving process. It's important not to close your browser until the update is complete.
6. Viewing Archived Items: After archiving, you can view your archived items by clicking the Archive button in the View section of the sidebar menu.
7. Deleting Archived Events: If you need to permanently delete an event that has been archived, navigate to the Event View Screen for that event in the Archive and click the Delete button.

Please remember that before archiving a case, you must first archive the individual triggers associated with it​​.

To delete events in DocketCalendar, you have several options depending on your needs:

1. Archive Single Events: You can remove an individual event from your calendar using the "Archive Event Button". This is useful when you only need to remove specific events rather than an entire group of events associated with a trigger​​.
2. Delete from View Trigger Screen: When viewing a Trigger, a list of events associated with that Trigger is displayed on the "View Trigger" screen. From here, you can view, edit, and delete events from the list. This option is helpful for managing events linked to a specific trigger​​.
3. Archive and Delete Archived Events: If you need to delete an entire case, you must first archive the individual triggers. Once archived, you can navigate to the "Event View Screen" for each archived event and click the "Delete Button" to permanently delete the event. However, you cannot delete a case from the archive if only some of the events or triggers are archived. As long as there are events belonging to a trigger on your calendar, the archived case and trigger can't be deleted​​.

These options provide flexibility in managing and deleting events, whether they are individual events, part of a trigger, or associated with a case.

To share a calendar in Microsoft Outlook, follow these steps:

Outlook Desktop:

1. Click on the "Share Calendar" icon in the home menu of your Outlook calendar.
2. Select the contact you wish to share your calendar with.
3. Click the "Add" button and then pick from your address book to send an invitation to share your calendar.
4. Once the contact is added to the list of shared calendar contacts, you can change their permission level. To allow them to edit events, set the permission level to "Can Edit".

Outlook Web:

1. Click on the three dots next to the calendar in the calendar view and select "Sharing and permissions".
2. Enter the name of the person you want to share your calendar with.
3. Click the share button.
4. Set the permission level to "Can edit" to allow the person to make changes to events.

Remember, only people in your Outlook contacts list for the account you have logged into will appear in the list for sharing​​.

To share a calendar in Google, particularly for posting events created through DocketCalendar on a Google calendar that belongs to another Google account, follow these steps:

1. Log into the Google account that owns the calendar you want to share.
2. Open the Google Calendar.
3. In the calendars section on the left panel, move your cursor over the name of the calendar you wish to share until the Options menu shortcut (represented by three vertical dots) is displayed, and then click on it.
4. In the Options menu, select "Settings and Sharing".
5. The entire Settings menu will be displayed. Scroll down to the heading "Share with specific people" and click on "+Add people".

By following these steps, you can share your Google Calendar with other users, allowing them to view and possibly edit events depending on the permissions you set​​.

You can change the name of a trigger in DocketCalendar by navigating to the trigger, then clicking 'Edit Trigger' where you can simply edit the trigger title directly.

If you change the name of your deposition from "Day of Deposition" to "Deposition of Mr. Smith," this change will be reflected in DocketCalendar. However, it's important to note that doing so may affect your ability to conduct a global search for all events with the original trigger title.

To address this, DocketCalendar now retains the original or "default" text in a separate field. This allows you to report on your event names and trigger titles and capture all events and triggers where the name had been changed. New app defaults are also available, enabling you to include the default trigger name and event name in the description or body of all your events. Please note that this feature of retaining the default title in a separate field is available for events created after October 1st, 2023 and may not apply to older events​​.

To change the name of an event before calculating in DocketCalendar, you should use the 'Edit Events' screen, which appears when creating events and is the last screen before exporting events to your calendar.

Names can be changed by clicking the pencil icon on the screen.

To change the date of an event before calculating in DocketCalendar, you should use the 'Edit Events' screen, which appears when creating events and is the last screen before exporting events to your calendar.

Dates can be changed by expanding the individual event you'd like to change then editing the date and saving from there.

When deciding which courts to choose for your subscription with DocketCalendar, you should consider the jurisdictions where you have active cases. Subscribing to a court provides unlimited firm-wide use within that specific jurisdiction. This means you only need to subscribe to the courts that are relevant to your active cases.

The flexibility of the system allows you to add or remove courts at any time, according to your needs. DocketCalendar offers access to over 1800 court rule sets nationwide, ensuring comprehensive coverage for a wide range of jurisdictions​​.

In DocketCalendar, you can calculate court rules-based deadlines without necessarily creating events on your calendar. Here's how:

• DocketCalendar has a built-in calendar feature that allows you to start calculating deadlines before you connect to Outlook or Google.
• The application can automatically calculate and create all rules-based deadlines related to your case.
• These deadlines can be instantly populated onto any Outlook or Google calendar, but this step is not mandatory.
• DocketCalendar also provides the functionality to automatically recalculate and remove deadlines from everyone’s calendar when matters settle or court dates change.

This means that you can use DocketCalendar to perform deadline calculations and get a sense of important dates without the need to immediately create calendar events. This feature is useful for preliminary planning or when you are not ready to commit these dates to a shared or personal calendar​​.

$15/ per user + $15/ per court Monthly

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The cost of DocketCalendar is based on a flexible monthly subscription model. The key points of this pricing structure are:

1. Flexibility: Your bill is automatically adjusted as you add or remove courts and calendars from your subscription.
2. Monthly Pricing: This approach provides flexibility with your subscription rate, which goes up or down depending on the number of courts or calendars you add or remove.
3. Immediate Access: When you add courts or calendars, you gain immediate access, allowing you to calculate deadlines instantly.

This model ensures that the cost is tailored to your specific usage, making it adaptable to the unique needs of your practice​​.

To add a court to your DocketCalendar subscription, follow these steps:

1. Access the account management screen by clicking on Subscription in your sidebar
2. Scroll through the Court list to view all available courts.
3. Once you find the court you want to add, press the plus button (+) next to the court. This will add it to your cart.
4. The total cost will update for each calendar you add, allowing you to see your monthly charge for the additional calendars before you check out.
5. To remove a calendar, click the trash can button in the appropriate section.
6. Note that if you have added any courts or calendars, the Cart Tab will be expanded and the Subscription Tab will be closed. You can click the arrow next to Subscription to open the Subscription Tab to remove courts or calendars.
7. You will not be charged until you click "Check out." If you are not a subscriber and in Trial mode, you will not be charged at all.
8. To remove courts from your subscription, click the trash can'x' next to the court you want to remove.

Following these steps will allow you to efficiently manage the courts included in your DocketCalendar subscription​​.

To connect to your Google calendar using DocketCalendar, follow these steps:

1. Access the calendar connection screen by clicking on "Connect a Calendar" in the Settings section of your sidebar in DocketCalendar.
2. Click the indicated button to start the connection process.
3. Link your Google email account by entering your email address.
4. Click to continue and proceed with the account selection and connection process.

These steps will enable you to integrate your Google calendar with DocketCalendar, allowing for efficient management of your events and deadlines​​.

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For more info:

How to connect to Google

To connect to your Outlook calendar using DocketCalendar, you should follow these steps outlined in the lesson on connecting to Outlook:

1. Access the calendar connection screen by clicking on "Connect a Calendar" in the manage section of your sidebar in DocketCalendar.
2. Click the indicated button to proceed with the connection.
3. Link your Outlook email account by entering your email address.
4. Click to continue and reveal the account selection screen.

Following these steps will enable you to integrate your Outlook calendar with DocketCalendar, allowing for streamlined management of your events and deadlines​​.

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For more info:

How to connect to Outlook

To assign calendars in DocketCalendar, follow these steps:

1. Click on 'Assigned Calendars' under Settings and Preferences in your sidebar.
2. Locate and select the calendar you want to assign from the “Select Calendar” dropdown menu.
3. If the calendar you want to assign is not visible, you need to share that calendar with your linked email account. If you haven’t shared any calendars with your linked email account, you will have limited options to choose from, like the United States holidays Calendar and Birthdays.
4. Click “Link” to complete the process.

Note: If your newly shared calendars do not appear in the select calendar dropdown, you may need to accept or add them from your linked email account. After the calendars have been shared, you need to accept the invitation and click "view." The invitation will be sent to the inbox of the linked email account. For Outlook users, if your IT administrator shared the calendars from a PowerShell command, they will need to be added to the calendar using the "Add Calendar / Add From Directory" function in PowerShell​​.

To exclude specific events in DocketCalendar, you should use the "Exclude Events" feature. This allows you to exclude events from each unique trigger in any court included in your subscription. You can apply these exclusions to a single court or to all similar courts (like all State Superior Courts), which helps tailor your entire rules subscription to your firm's needs. Here are the steps:

1. Click on 'Excluded Events' in the EVENTS section of the sidebar menu.
2. You will be taken to the View All Excluded Events Screen, which displays all of your currently excluded events. The first time you access this screen, it may not display any data.
3. To add excluded events, click the "Edit Exclude Events" button. This takes you to the Edit Excluded Events Screen.
4. Select the Jurisdiction that includes the events you wish to exclude from the Jurisdiction dropdown list.

This process helps speed up the review process during rules calculations by excluding deadlines applicable to types of cases your firm does not handle​​.

In DocketCalendar, a "Rule" refers to the procedural rules that are used to determine deadlines and other important dates in a case. There are two key types of rules in DocketCalendar:

1. Date Rule: This is an abbreviated summary of the formula used by DocketCalendar to calculate a deadline for related events. DocketCalendar allows users to view this date rule and also gives the option to include it in the calendar entry for each related event.
2. Court Rule: DocketCalendar provides the ability to view the text of the procedural rules that were used to formulate the date rule on which a deadline is based. Users have the option to include this text in the body of the calendar entry for the deadline. The court rule comprises two elements:

Rule Text: This includes one or more excerpts from the procedural rules applicable to the case.‍

Rule ID: This is an abbreviation for the name of the applicable rules of civil procedure, followed by the paragraph or section number for each rule text excerpt (e.g., CCP 412.20(a)(3); 430)​​.

In DocketCalendar, an "Event" refers to a specific item or occurrence that is scheduled on your calendar. It could be a deadline, a court appointment, or any other significant date related to a case. Events in DocketCalendar are often linked to triggers, which are key procedural events that determine the timeline of a case.

When you are viewing a Trigger in DocketCalendar, you will see a list of events associated with that Trigger on the View Trigger screen. Here, you can view, edit, and delete these events. Additionally, the View All Events function allows you to find, view, and edit your events more broadly. From the View All Events screen, you can search for events using the search field.

If you are using the built-in Calendar in the DocketCalendar application, you can click on any event on the Calendar and then click the View Event button to see more details. Similarly, if you use Outlook, each event on your Outlook Calendar will contain a link to the corresponding event in DocketCalendar.

The View Event screen shows all the details of your event, providing comprehensive information about each scheduled occurrence​​.

In DocketCalendar a "Trigger," "Trigger Event," or "Trigger Item" refers to a key event that is specified in procedural rules and upon which case deadlines are based. These triggers are essential for determining the timelines and deadlines within a case. For instance, the service of a summons and complaint can serve as a trigger event.

A "Trigger Date" is the date on which the trigger event occurs. This date could be in the past, in the future, or even the current date, depending on the nature of the trigger. An example of a trigger date could be the date of an upcoming trial or the date a motion was served.

"Related Events" are the deadlines and court appointments that are calculated based on a trigger event. While most related events are deadlines, some triggers might be case-related court appointments themselves, such as a deposition, hearing, or trial. In such cases, DocketCalendar includes these appointments in the list as Related Events​​.

To view all the events for a specific case in DocketCalendar, you should use the "View All Events" function located on the Case Details Screen. Here are the steps:

1. Navigate to the Case Details Screen of the particular case you are interested in.
2. Click on the "View All Events" button.

This action will display a list of all the events associated with that specific case​​.

To view all the events you have in DocketCalendar, you can use the "View All Events" function. Here's how:

1. If you are viewing a Trigger, you will see a list of events for that Trigger on the View Trigger screen. You can view, edit, and delete events from this list.
2. For a broader view, use the "View All Events" function. This allows you to find, view, and edit your events more comprehensively.
3. From the "View All Events" screen, you can search your events using the Search field.
4. If you are using the built-in Calendar in the DocketCalendar application, you can click on any event on the Calendar and then click the "View Event" button for more details.
5. Additionally, you can access any event from your Outlook Calendar. Each event on your Outlook Calendar will contain a link to the corresponding DocketCalendar event.

Note: You must have your DocketCalendar login credentials to view the events in DocketCalendar. The "View Event" screen will show all of the details of your event​​.

To view all the cases you have in DocketCalendar, you should follow these steps:

1. Access the "All Cases" section in DocketCalendar, by clicking on "All Cases" in your sidebar.
2. This section displays all of your Active Cases. Keep in mind that the search fields are case-sensitive.
3. To access more details about a specific case, click the "View" button. This will take you to the Case details screen or Case View.
4. The Case View screen serves as the home screen for your case, displaying all the information stored for that specific case​​.

To search for service types and view their offsets in DocketCalendar, you should follow these steps:

1. Click the Research Console Button.
2. Select the Service Types tab.
3. Choose a case with the jurisdiction whose Service Type offsets you wish to view. This can be done from the Jurisdiction dropdown box.
4. Click the "Get Service Types" button.

After completing these steps, DocketCalendar will display a list of the Service Types for the selected jurisdiction, along with the number of days of any applicable offsets​​.

To find a list of holidays for a specific jurisdiction using DocketCalendar, you should follow these steps:

1. Access the Research Console on DocketCalendar.
2. Click on the "Find Holidays" tab.
3. Choose a case with the jurisdiction whose holidays you want to view. Note that only the jurisdictions included in your DocketCalendar subscription will be available.
4. Specify a date range for which you want to view holidays. This can be done by entering a Start Date and an End Date in the provided date fields. Alternatively, you can accept the default date range, which typically covers one year from the current date.
5. Finally, click the "Find Holidays" button to view the list of holidays for the selected jurisdiction and date range​​.

To search for rules in DocketCalendar, follow these steps:

1. Access the "Search Triggers Events & Rules" tab,  available through the Research Console in your sidebar nav.
2. Select a case from the dropdown list corresponding to the jurisdiction you're interested in.
3. Enter a keyword or phrase related to the rule you're looking for. It's important to use as few words as possible or the root of words, as the system searches for exact matches.
4. Choose the Rules option from the search settings. This will search for your keywords in all excerpts of procedural rules in the jurisdiction that relate to events calculated using triggers.
5. Click the Search button. DocketCalendar will then display a list of triggers containing your keywords, highlighted in red.
6. To see more details about how your keyword is used within the context of a rule, click the arrow next to any trigger to expand it​​.

1. Click on All Events in the sidebar
2. Use the search fields at the top of the screen to filter events

To search for triggers in DocketCalendar, follow these steps:

1. Click on the Research Console Button to access the "Search Triggers Events & Rules" tab.
2. Select a case from the dropdown list, ensuring it corresponds to the jurisdiction in question.
3. Enter a keyword or phrase into the search field. Use as few words as possible or the root of words for a more effective search. For example, searching for "appeal" will find "appealable," but searching "appealable" will not find "appeal."
4. Choose the type of content you want to search within the jurisdiction:
5. Trigger: Searches for all triggers in the jurisdiction containing your keywords.
6. Event: Searches all events (deadlines and court events) in the jurisdiction that include your keywords, and finds the triggers used for their calculation.
7. Rules: Searches for your keywords in excerpts of procedural rules related to events calculated using triggers.
8. Click the Search button. DocketCalendar will then display a list of triggers containing your keywords. Keywords will be highlighted in red.
9. To view more details, click the arrow next to each trigger to expand it and see your keyword. You can also click the arrow next to each event under the trigger to expand the Court Rule​​.

To change the default settings in DocketCalendar, you need to access the Application or "App" Defaults screen by clicking on 'App Defaults' in the sidebar.

This screen contains various user-controllable settings that are global for all DocketCalendar users. It's advisable to review these settings with all users before making any changes to the defaults. When a user logs into DocketCalendar for the first time and reviews settings on the Update Options screen, they will already be configured as per the existing defaults. No further action is required unless you wish to change these default values​​.

However, it's important to note that certain settings, like the Linked Email Account set during your DocketCalendar subscription creation, cannot be changed via the App Default screen. To change your Linked Email Account, you must contact support at support@docketcalendar.com. Other settings, such as selecting a default jurisdiction (if you have subscribed to the rules in more than one jurisdiction) or choosing how to add "Court Rule" text to the body of appointments or deadlines, can be customized based on your preferences​​.

The "Service Type" in DocketCalendar refers to the method of service used in the filing of a case. This is significant because procedural rules in many courts require the addition of a certain period of time to the calculation of related deadlines, based on the method of service. For instance, this could include methods like personal service, electronic service, service by mail, etc.

DocketCalendar acknowledges this variation in deadline calculations by introducing what is known as a "service type offset." This offset is the additional time added to a deadline based on the service type. The service type matters because it affects how deadlines are calculated and ensures that all deadlines are accurate and in compliance with the specific procedural rules of the court handling the case​​.

To add custom text to various fields in your events on DocketCalendar, you can follow these steps:

1. Location: Enter text in the 'Location' field. This text will automatically populate in the location field of your events.
2. Subject: Enter text in the 'Subject' field. This text will appear between the case name and the deadlines or event title in your events.
3. Comments or Body: Enter text in the 'Comments' or 'Body' field. This text will be displayed in the body or comments section of each event, alongside other details like Case Details, Jurisdiction, Trigger Title, etc.

It's important to note that any information saved at the case level will automatically fill the Location, Subject, and Comments sections each time you calculate a trigger. This feature ensures consistent information across all related events and minimizes the need for repetitive manual entry​​.

To edit an event in DocketCalendar, you can follow these steps:

1. Access the View Event Details Screen: This screen contains comprehensive information about your event, including the Original Event date, Court Rule, and Date Rules. This is useful especially if you are recalculating and need to know your original dates and the associated rules.
2. Edit the Event: From the View Event screen, you can choose to edit or delete (archive) an event. On the Edit Event Screen, you have the options to modify the Event Title, change the Date, and modify any of the Custom Text Fields. It's important to note that text and category changes made to an individual event will be retained during recalculation and update. However, if you update the Comment Text at the Event level and then update it at the Trigger level later, the Trigger change will overwrite the Event​​.
3. Edit Events / Add Calendars Screen: DocketCalendar will display the events you selected on the Create Events Screen. Here, you can modify the text of each event and edit the date. To edit the date, click in the Date field and a date picker will open. After selecting your new date, the date picker will close, and you should click the 'Update Date' button. To edit the event text, click the pencil icon next to the event title. The event will expand to display a blank text field where you can type your changes or use the 'Copy' button to copy the original text into the edit text field and then make changes. If you decide not to proceed with your changes, click the 'Cancel' button​​.

To archive a case in DocketCalendar, you need to follow these steps:

1. Archive Individual Triggers: Before archiving a case, you must first archive all the individual triggers associated with that case.
2. Access the Case Screen: From the main interface, navigate to the case you want to archive.
3. Archive the Case: Once all the triggers in the case have been archived, you can archive the case itself. This is done from the case edit screen, which you can access from the case screen.
4. Manage Archived Cases: After archiving, you can access all your archived cases at any time by selecting "Archive" from the View section of your sidebar.

It's important to note that you can't delete a case from the archive if you have only archived some of the events or triggers. The case and its triggers can't be deleted from the archive as long as there are events belonging to a trigger on your calendar. Any event that has been archived, however, can be deleted from the archive by navigating to the Event View Screen for that event in the archive and clicking the delete button​​​​.

To recalculate all events in a trigger in DocketCalendar, follow these steps:

1. Access the View Trigger Screen: This screen displays all details for your trigger in two sections. The top half shows specific information about the trigger, including the name, trigger date, custom text applied, calendars it's saved to, and categories used. The bottom half displays a list of all triggers saved to your calendar. This list is searchable, with case-sensitive search fields.
2. Select the Trigger to Edit: Click the 'View' button next to a trigger to view or edit it. Then, click 'Edit Trigger' if you want to recalculate a trigger, make changes to text fields, add or remove calendars, or archive the trigger​​.
3. Recalculate the Trigger: On the Edit Trigger screen, click into the Date field of your trigger and change the date and time if needed. Then, click the 'Recalculate Date' button. This action will update any text changes you make and any categories you add or remove. Note that once you click the 'Recalculate Date' button, you will be directed to a screen displaying all of your new event dates​​.

To change the date of an event in DocketCalendar, follow these steps:

1. Access the View Event Details screen, which displays all the event information, including the Original Event date, Court Rule, and Date Rules. This is important for recalculating and understanding your original date and the associated rules.

2. From the View Event Details screen, select the option to Edit or Delete (Archive) the event. On the Edit Event Screen, you have the ability to modify the Event Title, change the Date, and modify any of the Custom Text Fields.

3. If you are on the Edit Events / Add Calendars screen, you can modify the date of each event. Click in the Date field, and a date picker will open. Select your new date, and the date picker will close. Make sure to click the 'Update Date' button to save the changes. Additionally, you can edit the Event Text by clicking the pencil icon next to the event title and making your desired changes in the text field.

Remember, any text and category changes made to an individual event will be retained during recalculation and update. However, if you update the Comment Text at the Event level and then update it at the Trigger level later, the Trigger change will overwrite the Event.

To create reports in DocketCalendar, follow these steps:

1. Click on 'Create Report' in the REPORT & CALENDAR section of the sidebar menu.
2. You will be directed to the Create Reports Screen.
3. The Report Tool provides a variety of filters to select the deadlines and other case-related events you want to include in your report.

Reports can be printed, converted into a PDF file, or exported in a spreadsheet format. Additionally, you can copy the text directly from your browser and paste it into an email.

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To create a case in DocketCalendar, follow these steps:

1. Start by clicking on the "New Case" button in the "CASES" section of your navigation.
2. Fill out the case name and select a jurisdiction.
3. Optionally, you can fill out the event details, which will display with each event on your calendar.
4. After filling out these details, click to confirm. Remember, you can always modify the details later.

Once you have created your first case, you can then proceed to create events related to this case.

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To create events in DocketCalendar, you should follow these steps:

1. Access the 'Create Events' screen by clicking on 'New Events' in the EVENTS section of the sidebar.
2. Select the case for which you want to create events.
3. Choose a trigger type, ensuring that the 'Jurisdiction' field is correctly filled out.
4. Enter the necessary details for the trigger and the event.
5. Click the appropriate button to preview your events. A preview of all the events in the trigger set will appear at the bottom of the screen.
6. Optionally, you can deselect any events you don't want to include, view more information about specific events, or export the events.
7. Once you're ready to add the events to your calendar, make any necessary changes to the dates or descriptions of the events.
8. Click the final button to add the events to your calendar and to view the export success screen.

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