Firm-wide Syntaq forms and records
Besides matter-level automation, SBOS.AI lists Syntaq forms and Syntaq document records under their own Syntaq sidebar group (navLinks.ts). Each link is shown when you have Matter.View (same as opening those lists from a matter).
Navigate to:
- Syntaq → Syntaq forms —
routerName: "Syntaq Forms"(/user/syntaq-forms). - Syntaq → Syntaq records —
routerName: "Syntaq Records"(/user/syntaqdocumentrecords).
Relationship to matter work
Most day-to-day generation still happens from the Matter → Syntaq forms tab. See:
These catalogue routes reuse Matter.View on the menu rows in navLinks.ts. Individual form runs may still check matter-level rights inside the interview.
