This article explores Document Template Keywords within Insight.
1. Within our Quick Guide to Producing a Document guide, you may notice that the Document Production tab in the Case Enquiry screen shows some templates grouped into sections/folders, as shown below. These are known as Keywords.
2. Keywords can group your precedents so that they form a list of documents specific to a work type or specific to the type of document you are producing. In the example above, you can see under Conveyance Residential, there is a list of documents that are specific to Conveyancing Residential work.
3. To set your Keywords up, we need to first set them up in the system background. Go to System Settings > Document Settings. Click Add from the top left of the screen. You can then enter the desired keyword(s) and click Save in the top left of the screen.
Be careful when entering keywords, as they cannot be deleted. |
4. If you go to System Documents, you can start to add these keywords to your templates. Firstly, select the template you wish to add a keyword to from the list on the left-hand side.
5. In the example below, we have clicked on the Completion Statement document. You can then right click and Add in the Keywords section and a small + button will appear. If you click on that, a dropdown menu will appear listing all of the keywords you have setup. Select the keyword you wish this document to appear under. Finally, click Save on the top left of the page.
6. Subfolders can also be set up. To do this, select the document and click on the add button beside the header keyword, which will open another dropdown box. From here you can choose your subfolder.
7. Once you have set up the document templates to appear within keywords, these will appear under the ‘Keyword’ heading(s) you have chosen in Case Enquiry Document Production as shown below.
8. Once you have setup the document templates to appear within keywords, these will appear under the Keyword headings you have chosen in the Case Enquiry > Document Production.