Common Question about Shared Calendars and Docket

Issue

Appointments from the Docket Tab appear on personal calendars.

The behavior, in part, is normal. When TrialWorks schedules an appointment it is placed on your personal calendar and invites the other calendars (whether it be master calendar or other invitees). This is normal behavior for Outlook. Even though it is possible to circumvent it manually (you can technically open someone's calendar and put an appointment on it), automated calendar systems like the Docket Tab have to follow the proper process for setting up appointments.

You can learn more about appointments in Outlook from these links:

• http://office.microsoft.com/en-us/outlook-help/schedule-an-appointment-HP001230375.aspx

• http://office.microsoft.com/en-us/outlook-help/outlook-meeting-requests-essential-dos-and-donts-HA001127678.aspx

As far as TrialWorks, there are key areas that you need to be aware of:

USER TOOLS > DEFAULT SETTINGS
Under the Calendar tab, check the Enable Invitations box and select the calendars you ALWAYS want invited (ie: Master).

Case > Case Retainer/Info
Near the bottom you have Outlook Invitees. Enter those who you wish to ALWAYS BE INVITED ON THIS CASE.

Docket > Assigned To
Modify each docket entry for those people who the appointment pertains to on individual basis.