Overview
The Legacy Notice workflow allows you to digitise old and closed legal notices by uploading the file and adding basic notice details. Instead of the full milestone-tracking workflow used for new notices, Legacy Notice is designed for notices that are already at a known stage and simply need to be recorded in the system for complete digital documentation.
Step 1: Choose an Option
Click New from the left-hand navigation bar. A screen will appear with two options:
New Notice Entry — upload ongoing or new notices using the platform workflow. A customisable form captures key values for milestone tracking.
Legacy Notice — import old and closed legal notices by uploading the file and adding basic notice details for complete digitisation.
Select Legacy Notice to proceed. You can also click your drafts to continue working on a previously saved draft.
Step 2: Select a Notice Type
A Select a notice type screen will appear. Use the dropdown to choose the relevant notice template from the list. You can also use the filters on the right to narrow down the options:
Notice Type — set to Legacy Notice by default
Entry Type — filter by Single or other entry modes
Click My Drafts to access any saved drafts for this step.
Step 3: Fill in the Notice Form
Once you select a template, the notice creation form opens. The form is divided into sections. The fields shown depend on the template selected by your organisation.
Notice Details
Notice Name (required)
Notice ID
Type of Notice (required)
Notice Stage (required) — the current stage of the notice, since this is an existing notice being digitised
File upload — drag and drop or browse a PDF file (max 200MB)
My Organisation Detail
Party Name
Address Line
Counter Party Detail
Customer Name, Category, Customer Address Line
Customer PAN, Bank Name, Bank Branch, Bank City, Bank Account Number, Bank IFSC
Customer Email, Customer Contact Number
Account Details
Account ID, Customer ID, Product, Product Short, Region, State and other custom fields
Additional fields may include Notice Mode, Advocate Name, RM Name, RM Number, RM Email, Notice Reference Number, Borrower Serial Number, Notice Date, Notice Month, Notice FY, Speed Post POD Number, Service Status and Date by Post, Email, WhatsApp and SMS, Notice Reply Received, Reply Date, and Reply Summary.
Other Files
You can attach additional supporting files at the bottom of the form. Enter a File Name, Description, and select the file. Click Add Files to add more entries.
Step 4: Add Labels, Followers, and Approvers
On the right side of the form, a vertical panel provides the following options:
Labels
Assign one or more labels to the notice for organisation and reporting. Labels are grouped by category, such as:
Criticality — high, medium, low
Zone — East Zone (Large/Small units), North Zone, South Zone, West Zone
Case Slab — value ranges such as 0-25,000, 25,001-50,000, and so on
Your organisation's label categories may differ.
Followers
Select team members who should follow this notice. For each person you can check:
Follower — the person will receive notifications about this notice
Assign To — the notice will be assigned to this person and they will receive an email notification on initiation
Approvers
Select individuals who must approve the notice before it moves forward. This sets up the approval workflow for the notice.
Draft Saved
The form auto-saves as a draft as you fill it in. The Draft Saved indicator on the right panel confirms your progress is saved.
Progress
A progress indicator shows what percentage of the form has been completed.
Step 5: Submit
Once all required fields are filled in, click the Submit button at the bottom of the form. The notice will be created and will appear in the repository. You can view details such as the template, notice stage, title, ID, status, type, subtype, template name, ageing, creation and modification dates, requester, labels, and followers from the notice details page.
Conclusion
The Legacy Notice workflow makes it straightforward to bring historical notices into the platform without going through the full milestone-based initiation process. By capturing the notice stage, file, and key details at the time of entry, your team maintains a complete and searchable record of all legal notices, both current and historical.