SCRAM Nexus

Smart Forms

Users can use SCRAM Nexus to create, maintain, and customize the official forms they use to communicate with the courts. Some information the forms use is static, for example, content originating from the courts, and some needs to be personalized to the client. The forms can be customized to include information on a single client or on multiple clients.

Customizing a Smart Form

  1. From the Home menu, select the Forms tab, and then select the +Create New Form hyperlink.

    Smart Form Report (click to enlarge)

  2. Enter the client’s Nexus Id (Find the Nexus Id) and select the +Add Template hyperlink.

    Select +Add Template (click to enlarge)

  3. A Choose Template for Smart Form pop-up window will display. Select the Search field to activate a dropdown menu of the template choices, and select the desired template.

    Choose Template for Smart Form (click to enlarge)

  4. Select the checkboxes of the attributes necessary to include on the form.
  5. Each template is editable. Edit the text contained in any Column Text field to change the information. This gives you the ability to customize the headings as they will appear on the report output.
  6. Once you have made your changes, select the Add button.

    Deselect the columns you do not need, edit the Column Text headings if desired, and then select Add.

  7. Select the Preview Report button.

    Preview the Report (click to enlarge)

  8. From the Preview, add a report name and description. Select the Save Report button.

    Add a Report Name and Description (click to enlarge)

  9. A green Success banner will indicate that the Smart form was saved successfully. The form has been saved in the Smart Form Report Section. To continue customizing the form, select the Edit icon under the Action heading.

    Saved Form (click to enlarge)

  10. Re-enter the client’s Nexus Id and select the +Add Template hyperlink to continue adding content to the saved form.

    Add Template (click to enlarge)

  11. Select the Add button to add the new template to the existing report.

Add Button (click to enlarge)

Final Edits to the Form

Once the information has been customized to meet your needs, you have the ability to adjust the order of the sections on your form.

  1. Add numbers to the fields on the right side of the page to order the sections in the sequence you’d like them to appear on the form.
  2. Enter the client’s Nexus Id.
  3. Select Preview Report to view the final product.

    Edit Section Order

  4. Select the Save Report button. The green Success banner indicates that the Smart Form was added successfully.
  5. The form is available to run from the Forms Select the Report History button to access the form.

    Report History button (click to enlarge)

  6. Select the download icon next to the Form Name.

    Download the Form (click to enlarge)

  7. Acknowledge that you want to download the Smart Form.
  8. The document will be available in your Downloads folder.

One Form, Multiple Clients

The form for a single client can also be shared with multiple clients using the Mass Transfer feature.

  1. Select the checkbox next to each of the client’s that you want to send the form to.
  2. Select the Smart Form button.

    Smart Form Button (click to enlarge)

  3. The Execute Smart Form pop-up displays a dropdown of forms you have created. Choose the form you want to use for the selected clients and select the Execute button.

    Execute Smart Form (click to enlarge)

  4. A green Success banner will indicate that the Smart Form was downloaded successfully. The document for each client will be available as a .zip file in your Downloads folder.

    Smart Form Downloaded Successfully (click to enlarge)