This article shows how to setup up auto time recording on documents within Insight Legal

Insight can automatically time record on Word Documents, FormEvo® form production and Emails through Insight.

To do this:

• Go to System Settings

• Select Auto Time Recording

  

• Tick the Enabled button and click Save.

In the example below we will set up the defaults to be used when auto time recording a Word Document.

• Enter a description here, which will override the activity description whilst using the Word Document auto time recorder.

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• Next select "Assign To" from the dropdown and set who the time will be assigned to, either the "Fee Earner Responsible" the "Logged in User" or Manually Assign when committing the time.

• Select Record Action and from the dropdown choose either:
  • Commit to the Matter
  • Put on Time Sheet
  • Or Start the Time Recorder when the word document is opened. 

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• Charge Rate (Override) is used to override the standard charge with a specific amount for the auto time recorder

• Select an Activity from your list of Time Recording Activities that you want to appear on the Time Recorder or time sheet. 

• If you wish to delete the auto time recorder, click the deleted button (Insight is defaulted to the auto recording being deleted so this may need to be unticked on first setup).
• When done click Save in the top left. 

When ‘Auto Time Recording’ is enabled in System Settings you can also attach to specific documents held within Document Templates. 

The same Auto Record Details apply as above, when you choose the document template Insight will automatically begin the Time Recorder using the settings unique to this document.