The crux of setting up EDI is figuring out the mapping – your X is our Y. Docketly offers two different approaches. One isn't better than the other. It just depends on your starting point and preference.
The following pages will document Docketly's format: the field names that Docketly uses internally to name our data fields. These will always be different than what you use. If you are starting this EDI project from scratch and have the flexibility to name your headers, you can use this reference to figure out what we call each thing and name it as such in the files you send to Docketly. When you receive files from us, they will follow the Docketly naming convention as well.
If your case management software already produces files that contain hearing information, you are on your way. We just need you to explain to Docketly's system what the columns contain. Docketly lets you do this through a self-service configuration screen at https://docketly.com/edi/setup.