Using Special Templates When Importing Data
When importing data to a SPECIAL template in Q-Law or Q-LawE, it’s always best practice to specify which SPECIAL template you’re updating. To do this, you use the same methodology used when updating your case contacts in DNAME, and use the Contact Type field shown below in the EDI Data Dictionary. In this example, you can see we are updating SPECIAL.USERFDATA (highlighted in yellow) and we are specifying that we are updating the ‘CASEINFO’ SPECIAL template (circled in red). If the Contact Type field is left blank, whichever SPECIAL template on the account is marked as ‘Active’ will be updated.
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Bonus for QLE users:
We also now support mapping to the Legal Proceedings table (LEGPROC) in Vendor Import. To specify which proceeding record should be updated, use the Contact Type field to enter your legproc proceeding type pcode (such as P110).