> For the complete documentation index, see [llms.txt](https://docs.cottfile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cottfile.com/admin-guide/case-types-and-documents.md).

# Case Types and Documents

Filing types and docket entries define what filers can submit and how those submissions are recorded in the CMS. Filing types are organized in a tree: **Parish > Filing Type > Filing Subtype**. Docket entries are managed separately and can be linked to a filing type.

## Filing Types (Case Types)

Filing types categorize the kind of case a filer is initiating or adding to. They are parish-specific -- each parish manages its own set of filing types.

### Selecting a Parish

Navigate to **Admin > Filing Types**. Use the **Parish** dropdown at the top of the page to select which parish you want to manage. You must select a parish before you can view or edit filing types.

### Viewing the Filing Type Tree

After selecting a parish, you see a hierarchical view of its filing types. Click on a court name to expand it and see its filing types. Click on a filing type to expand it and see its subtypes.

{% hint style="info" %}
**📹 GIF:** The Filing Types page -- selecting a parish from the dropdown, expanding a court to see its filing types, expanding a filing type to see subtypes, then clicking "Add Filing Type" to create a new one.
{% endhint %}

### Adding a Filing Type

1. Expand the court you want to add a filing type to.
2. Click **Add Filing Type** on the court row.
3. Fill in the details:

| Field           | Required | Description                                                      |
| --------------- | -------- | ---------------------------------------------------------------- |
| **Name**        | Yes      | Display name (e.g., "Civil")                                     |
| **Code**        | Yes      | Short identifier (e.g., "CIV"). Must be unique within the parish |
| **Description** | No       | Optional description of this filing type                         |

4. Click **Create**.

### Adding a Filing Subtype

Filing subtypes provide a second level of classification under a filing type (e.g., "Personal Injury" under "Civil").

1. Expand the court and filing type.
2. Click the **plus icon** on the filing type row.
3. Fill in the name, code, and optional description.
4. Click **Create**.

### Editing and Deleting

* Use the **pencil icon** to edit a filing type or subtype
* Use the **trash icon** to delete

{% hint style="warning" %}
Deleting a filing type also deletes all of its subtypes. Existing filings that reference deleted types are not affected, but new filings cannot use them.
{% endhint %}

## Docket Entries (Document Types)

Docket entries define the types of documents that filers can attach to their filings (e.g., Petition, Motion, Exhibit). Each docket entry maps to a CMS event code used when recording the filing in Verdict.

### Viewing Docket Entries

Navigate to **Admin > Docket Entries** and select a parish from the **Parish** dropdown at the top. You must select a parish before you can view or edit docket entries.

The table displays:

* **Name** -- Display name shown to filers
* **Code** -- Short identifier
* **CMS Event Code** -- The event code sent to Verdict when this document type is recorded
* **Linked Filing Type** -- The filing type this document type is associated with (if any)

### Adding a Docket Entry

1. Click **Add Docket Entry**.
2. Fill in the details:

| Field                  | Required | Description                                                                                               |
| ---------------------- | -------- | --------------------------------------------------------------------------------------------------------- |
| **Name**               | Yes      | Display name (e.g., "Petition")                                                                           |
| **Code**               | Yes      | Short identifier (e.g., "PET"). Must be globally unique                                                   |
| **CMS Event Code**     | No       | The Verdict event code (e.g., "PTNFLD"). Used when recording the docket entry in the CMS                  |
| **Description**        | No       | Optional description                                                                                      |
| **Linked Filing Type** | No       | Associate this docket entry with a specific filing type. The dropdown shows filing types grouped by court |

3. Click **Create**.

### Linking Docket Entries to Filing Types

When you link a docket entry to a filing type, that docket entry only appears as an option when a filer selects the corresponding filing type during the filing wizard. If a docket entry is not linked to any filing type, it is available for all filing types.

### Editing and Deleting

Use the pencil and trash icons on each row. Deleting a docket entry does not affect existing filings that reference it.

{% hint style="info" %}
**📹 GIF:** Adding a docket entry -- clicking "Add Docket Entry," filling in the name, code, and CMS event code, selecting a linked filing type from the grouped dropdown, and clicking Create.
{% endhint %}


---

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