Records are the actual entities (people, companies, properties, etc.) or matter data (employment information, trial details, etc.) - that contain the data values your users will utilise in Smarter Drafter forms. Every Record links the previously defined Field Aliases (the data keys) with the actual data values, and is categorised by a Record Type.

API Reference: Managing Records

Use the following endpoint to create new records in Smarter Drafter. Records do not need to always have an associated matter upon initial creation - think of contacts in a PMS that may get created and then added to specific matter(s) later. When adding a record to a matter, it must have a record type defined - think of it as categorising the record in terms of either a role it may be playing in a matter or the type of data it is storing for a matter.

Add a new record

Records already created can be added to a matter using the update endpoint below.

Update the record types associated to a record

Smarter Drafter provides the ability to update the name and ID of a record in your tenant.

Update a record by ID

Field aliases can be updated on a record with the below endpoint.

Update the aliases associate to a record

Additionally records can be deactivated which prevents it from being used in any new matters and being visible when form filling.

Deactivate a record by ID

For more information, see Records full list of APIs.