Create an InfoSheet

Overview

InfoSheets store specific or additional information that OneLaw doesn’t capture through its standard Matter or Party fields. They help your firm gather structured data consistently, reduce duplication, and provide the information needed to assemble accurate documents.

InfoSheets are commonly used to:

• collect structured information required for document automation
• store clause or fragment specific values
• provide checklists or data capture for specific Fee Types or Party Types
• record key dates, amounts, and factual details for legal matters
• capture instructions or additional information for different types of legal work

Information captured in an InfoSheet is available to Templates, Precedents, Clauses, and Fragments when documents are assembled in OneLaw.

Note: InfoSheets support advanced features such as conditional fields, repeating and conditional blocks, fragment-aware blocks, and JSON export and import. These features are covered in separate articles.

We’ll use a Conveyancing InfoSheet as the example throughout this article. The same steps and principles apply when creating any InfoSheet in OneLaw, regardless of practice area.

Who can do this

• System Administrators
• Template Administrators

Before you start

Before creating an InfoSheet, make sure you:

• Know which InfoSheet Type you need to create (Matter, Party, Prompt, or Fragment/Clause).
• Understand what information needs to be collected for your workflow (for example, key dates, checklist items, or clause-specific details).
• Decide whether the InfoSheet should auto-attach to specific Fee Types or Party Types or be applied manually.
• Have identified any fields that must be mandatory for users when entering data, or conditional on user selections
• Have the required Administrator access to create and manage InfoSheets.
• Consider whether grouping related fields into blocks (sections) would help structure the InfoSheet, including where blocks may need to appear conditionally.

Steps

1. Open the InfoSheets screen
   • In OneLaw, go to the Administration tab on the navigation ribbon.

   • Click InfoSheets.

     Result: The InfoSheets screen opens.

     

2. Create a new InfoSheet

   • Click the green Add InfoSheet (+) icon.

     Result: The Create InfoSheet window opens.

     

   • In Name, enter the name for this InfoSheet (for example, Conveyancing).
   • The Field Code Prefix automatically defaults to the name you entered, but you can edit it if needed. This prefix is applied to all fields created in this InfoSheet and forms part of each merge field code.
     Note: Long InfoSheet names create long merge field codes in Word, so shortening the prefix can make your merge fields easier to work with.

   • In InfoSheet Type, select the type of InfoSheet you want to create.
     See the reference table at the end of this article for an explanation of each type.

     For this conveyancing example, a Matter type has been used.

3. (Optional) Set auto-attach rules

   Depending on the InfoSheet Type selected, different options may appear:

   • Matter InfoSheet
     • The Fee Types field appears.
     • Select one or more Fee Types or choose ANY so that the InfoSheet is available as and when required.
     • Select Automatically attach to new matching matters if required.
     • Choose ANY if the InfoSheet should attach to all new Matters.
   • Party InfoSheet
     • Party Type options appear.
     • Select one or more Party Types or choose ANY so that the InfoSheet is available as and when required.
     • Select Automatically attach to new matching parties if required.
       • Use Attach to Clients only if this InfoSheet should only apply to Clients.
   • Prompt InfoSheet
     • No additional fields appear
     • Prompt InfoSheets display as a window when running a precedent and cannot be auto attached.
   • Fragment/Clause InfoSheet
     • No additional fields appear
     • Fragment/Clause InfoSheets display as a window when a Fragment or Clause is used and cannot be auto attached.

4. (Optional) Use blocks to group fields

   You can optionally use blocks to group related fields into sections.

   Blocks are useful when you want to:

   • organise large InfoSheets into logical sections
   • repeat a group of fields
   • show or hide a section based on conditions

   Blocks can be added at any point while building an InfoSheet. Fields can exist:

   • outside blocks
   • inside one or more blocks
   • in a mix of both

   This article focuses on creating fields. For details about configuring and using blocks, see Create and Configure InfoSheet Blocks (Repeating, Conditional, and Nested)

5. Add fields to the InfoSheet 

   Next, add the fields for the information your firm needs to collect. This example uses one field of each type and follows a conveyancing InfoSheet structure as the reference.

   Each time you add a field:

   • Select the green Add Field (+) icon.

     Note: You can right-click on an existing Field to insert a new field above or below it.

     Result: The New Field window opens.

     

   • Select the Field Type.
   • Enter the Field Name and Field Code.
   • Configure the available properties.
   • Select OK to save the field.

   Repeat these steps for each field type in the examples below.

    

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   Field Options

   Most field types share the following options:

   • Is Required - requires users to complete the field
   • Is Conditional - controls whether the field appears based on another field’s value
   • Description - guidance text for users
   • Show Description As - display the description as inline text or as a tooltip

   Conditional fields

   When Is Conditional is selected:

   • choose the Condition Field from the list
   • additional options appear based on the type of condition field (for example, check box or choice list)

   This article does not explain how to configure conditional logic. For full details, see Configure Conditional Fields in InfoSheets.

   Field Types

   Below are the available field types, when to use them, and an example based on the Conveyancing InfoSheet used throughout this article.

   Heading

   Use headings to organise fields into clear sections.

   Example (Conveyancing): Agreement Information

   

   Single Line Text

   Use this field for short free-text entries such as names or addresses.

   Example (Conveyancing): Property Address

   Option:

   • Provide predefined choices - restrict input to a predefined list  

   

   Multi Line Text

   Use this field for longer text entries or lists.

   Example (Conveyancing): Chattels

   

   Check Box

   Use this field to capture a yes/no or true/false value.

   Example (Conveyancing): Settled

   Option:

   • Default Value - set the check box as checked or unchecked by default

   

   Choice List

   Use this field when users must select from a predefined list.

   Example (Conveyancing): Property Is To Be

   Options:

   • Choice Layout – how the options appear (for example, drop-down or radio buttons)
   • Choice Options – define and reorder choices using the up and down arrows
   • Default Value – preselect a value from the list

   Choice options can be reordered using the up and down arrows.

   

   Date

   Use a date field to capture a specific date.

   Example (Conveyancing): Agreement Date

   Option:

   • Default to Today – automatically enters today’s date

   

   Number

   Use this field for numeric values that are not currency.

   Example (Conveyancing): Deposit Percentage

   

   Money

   Use this field for currency values.

   Example (Conveyancing): Purchase Price

   

   Party Selector

   Use this field to select a Party stored in OneLaw.

   Example (Conveyancing): Counterparty Lawyer

   

   Matter Selector

   Use this field to select a Matter stored in OneLaw.

   Example (Conveyancing): Related Matter

   

   Document Selector

   Use this field to select a document stored in OneLaw.

   Example (Conveyancing): LIM Report

   

   Fragment Selector

   Use this field to allow users to select a fragment or clause during document assembly.

   Example (Conveyancing): Special Conditions Clause

   Options include:

   • fragment or clause library source
   • fragment category
   • include a None option
   • newline behaviour

   

    

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   Completed InfoSheet example

   The screenshot below shows a completed Conveyancing InfoSheet, illustrating how the same field types can be repeated and grouped to build a full, real-world InfoSheet.

   

6. Save the InfoSheet
   • Review the field order and adjust it if required. You can reorder fields by:
   • dragging a field into position using its header, or
   • selecting a field and using the up and down arrows.

   • Select Save & Close.

     The InfoSheet is added to the InfoSheets screen.

Result

You have created an InfoSheet containing the fields your firm needs to capture workflow-specific information. The InfoSheet can now be:

• attached automatically based on your settings
• attached manually to Parties or Matters
• used in Templates and Precedents
• used during document assembly to populate documents

Reference

InfoSheet types

Recommended articles

• Create a Base Template
• Create a Precedent
• Configure Conditional Fields in InfoSheets
• Create and Configure InfoSheet Blocks (Repeating, Conditional, and Nested)