Maintaining Legal Forms & Legal Workflows

Maintaining Legal Forms & Legal Workflows




Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo

The video contains guidance for System Administrator on how to maintain Legal Workflow Templates and how to upload and subsequently link customised Legal Forms to workflows, here

Maintaining the PDF Legal Documents (COP & BF56):
  1. Downloading the master Legal Forms from CasparCloud
  2. Adding responses to the PDF templates & saving
  3. Uploading the amended legal form back to CasparCloud 

Maintaining / Uploading customised PDF OPG Report Templates 
  1. Downloading the master OPG Report PDF forms
  2. Adding responses to the PDF templates & saving e.g. Deputy Details and contact information
  3. Uploading the amended OPG Report PDF back to CasparCloud ready for use.




Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo

Maintaining the Legal Workflow Templates and attaching customised legal documents e.g. COP forms 

  1. Adding new tasks to a Legal Workflow 
  2. Editing Legal Workflow Tasks
  3. Adding customised Legal Forms to Legal Workflow tasks 


    • Related Articles

    • Legal Workflows

      Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo ​Overview of the Client Legal Workflow functionality including the following core features, the full written guidance can be found here ...

    • User Training Plans

      There are three training plans available for CasparCloud, and content is tailored based on your system role - Super Admin, System Manager or Full User All plans start with ‘How-To’ guidance talking you through how to log in and change your password ...

    • UAT & LIVE Set Up Tasks

      The following videos are to assist the Super Administrator set up their UAT & Live CasparCloud environments.  The full list of setup tasks can be found below:  1. Create Users via Admin > User Maintenance (Only the Super Administrator is created when ...

    • CasparCloud Release Notes 25-02-2022

      Release Date: 25th February 2022 Frontend: v0.1.116 Backend: v1.0.88 FIXES [CA-834] Legal Application (Client) - Improve BF56 population  Fixed: The client’s name was previously outputting as large text on the BF56 form. The document now exports the ...

    • CasparCloud Release Notes 14-04-2023

      RELEASE NOTES Release Date: 14th April 2023 Frontend: 1.6.8 Backend: 1.6.26 IMPROVEMENTS [DB-167-7, 8, 9, DB-179 & DB-192] Automatic Reconciliation Optimisation & Performance The Reconcile Bank Transactions code has undergone additional refactoring ...