Docket Sheet Generator

Fully customizable PDF docket sheets that you design yourself

Custom Docket Sheet Templates

Every organization starts with a read-only Default template. From there you can clone it, tweak the layout, or build one from scratch. Each template controls:

  • Page orientation — Portrait (8.5 × 11) or Landscape (11 × 8.5)
  • Rows per page — How many cases fit on a single page (1–10)
  • Font family — Choose from several standard fonts
  • Header area — Per-page header with county, date, time, and attorney name
  • Row layout — The fields, labels, and dividers that repeat for each case

Visual WYSIWYG Editor

The template editor gives you a live preview of your layout as you build it. No guessing, no trial-and-error PDF exports.

Header Preview — Design what appears at the top of every page. Add data fields that auto-fill from your filters (county, date, time, attorney name) or static text labels like your firm name.

Row Preview — Design a single row that repeats for each court task. Place fields anywhere on the grid by dragging, or enter exact coordinates in the properties bar.

Properties Bar — Select any element to edit its position (X/Y in inches), width, font size, bold, text alignment (left/center/right), and visibility.

Available Fields

The editor offers three types of elements you can place on the template:

Type

Description

Examples

Built-in Fields

Case data pulled automatically

docket_number

,

case_id

,

plaintiff

,

tenants

,

property_address

,

tenant_total_owed

,

court_date

,

court_time

,

county

,

attorney_name

,

judgement

,

delinquency_length

Custom Fields

Fields from your organization's intake form

Any custom field you've configured

Static Labels

Free text that prints the same on every row

"Docket #", "Owed:", "Notes:"

Dividers

Horizontal lines for visual separation

Configurable thickness and width

Generating a Docket Sheet

From the Daily Docket page, open the tools menu (⋯) and select Generate Docket Sheet, then pick your template. The PDF is generated from the currently filtered court tasks — so use the county, time, and attorney filters to produce separate sheets per courtroom or session.

The generated PDF includes:

  • A header on each page with your configured header fields
  • One row per court task with your field layout
  • Automatic pagination based on your rows-per-page setting
  • Page numbers in the bottom-right corner

Managing Templates

Open the tools menu (⋯) on the Daily Docket page and click Manage Docket Templates.

Action

Description

Create

Start a new template from a blank canvas

Clone

Copy any template (including the default) as a starting point

Edit

Open the visual editor for your custom templates

Delete

Remove a custom template (the default cannot be deleted)

View

Inspect the default template layout (read-only)

Template names must be unique within your organization.


Building a Template — Step by Step

  1. Open the editor — Click "Create Template" or clone an existing one
  2. Set page options — Choose a name, rows per page, orientation, and font
  3. Design the header — Add data fields (county, date, time, attorney) or static text. Position them by dragging or entering coordinates.
  4. Design the row — Click "Add Field" or use the Available Fields panel on the right. Place built-in fields, custom fields, static labels, and dividers.
  5. Adjust properties — Click any element to fine-tune position, width, font size, bold, and alignment in the properties bar
  6. Save — Click SAVE. Your template is immediately available in the Generate Docket Sheet menu.

Tips

  • Filter before generating — The PDF only includes cases matching your current Daily Docket filters. Filter by county and time to produce per-courtroom sheets.
  • Clone, don't start from scratch — The default template has a sensible layout. Clone it and rearrange rather than building from zero.
  • Use static labels for context — Add labels like "Docket #" or "Owed:" next to data fields so the printed sheet reads clearly without column headers.
  • Fewer rows = more space — If you have many fields per case, use 3–5 rows per page. For a compact list, 8–10 rows works well.
  • Landscape for wide layouts — If you need many fields side by side, switch to landscape for the extra horizontal space.
  • Resize with the handle — Drag the right edge of any field to resize it, or type an exact width in the properties bar.

It pulls every upcoming court appearance into a single view, lets you filter and sort by date, county, time, or assigned attorney, and gives you tools to update cases individually or in bulk — all without leaving the page. When you're ready to print, the new Docket Sheet Generator produces a polished PDF from a fully customizable template that you design yourself.


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