EDI Setup

Begin by clicking the EDI link to the left of your home page:

Open

This will open the EDI Setup interface containing the following pages:

Overview

A summary of what EDI is and why it benefits your firm to use it

Open

Credentials

Outlines the credentials needed for interfacing with Docketly in an EDI transfer

Open

Import Hearings

Provides instructions for uploading a sample Excel spreadsheet of your hearings

Open

Export Reports

Provides instructions for uploading a sample Excel spreadsheet of your reports and allows you to configure various options to tailor the report to your needs.

Open

Export Report Frequency

Our system will write out report results either ASAP or Nightly. ASAP is the default.  If you would rather get reports only once per day. choose Nightly.  Reports will show up on the EDI server only once per day around midnight.

Export Report Attachment Cover Sheet

Our system will write out a pretty PDF cover sheet for the hearing with all the text-based results on it by default.  If you are parsing and importing the CSV data, you may not want to import this attachment. You may turn it off completely from being exported with this setting.

Export Report Attachments Compressed

Our system will compress all attachments per hearing into a ZIP file with the locator as the file name (ABC123.zip).  This tends to make downloads more efficient.  If you would rather have files stored individually on the EDI server, set this to No and no ZIP file will be created.

Customization

Allows you to see customizations implemented by Docketly after you have contacted us for support