This article describes how to add and update documents in the Document Registers within Insight
Add a document
- Go to Cases > Document Registers
- Select the type of Document to be added
Types of Custom Documents can be created in System Settings. Please see our article Custom Document Register Types for more details.
- Complete the detail sections for the type of Document selected
**More information regarding the types of Documents available can be found in our article How to Create a Document Register
- From here you can look up the Related Matters, Related Clients (if applicable)
- Right click in the Notes window and select 'Add' to add a Note (if applicable)
- Click 'Save'
If the Document has been linked to a Matter or a Client a link will be available in the Client, Matter Maintenance and Case Enquiry Screens.
A Document can be updated or marked as No Longer Held by amending the details on this screen at any time and clicking Save
Updating Details to a Document Register
- Go to Cases > Client
- Look up Client
- Select Document Register tab
- Click on Grey Description of Document
- Update details in Document Registers
- Click Save
Updating from Case Enquiry Screen
- Go to Cases > Case Enquiry
- Look up Matter
- Select Document Registers tab
- Select Matter or Client tab
If there is no Document linked to the Client, the Client tab will not be shown.
- Click on Grey Description of Document
- Update details in Document Registers
- Click Save
Anywhere there is a description of a Document showing in Grey Text this is the hyperlink to the Document in the Document Registers Screen.