This article shows how to add a custom Document Register types within Insight Legal.
Step 1: Adding Contact Types
1. Go to System > Settings
2. Select Contacts.
Step 2: Create New Contact Type
1. Right click in the Contact Type window
2. Click on Add
3. Enter Description
4. Click Save
Step 3: Create New Relationship
- Right click in the Relationships window
- Select Add
3. Enter Code & Description
Code must use alphabetical characters and not numerical characters.
4. Click Save
A Contact Relationship can also be marked as Deleted if not required