This article describes how to import excel templates to Matters within Insight Legal.
Although an Excel Document cannot be added to Insight as a Document Template which uses merge fields, the Copy File Task Action can be used to import an excel document to a matter which can then be opened and amended within the matter folder.
Add the Excel Document to the Source File
In order to import the excel document as part of the task, the excel document must be saved to the source folder.
- Create Excel Document and insert any data or formulas that are required.
- Save the Excel Document to the Source Folder by first accessing the Insight Drive on File Explorer
- Then Select Source
- Save Excel Template to this Source Folder
Once saved to the Source Folder the document will be available for the Copy File Task Action
This does not only apply to Excel documents, other types of documents can be saved to the Source Folder and used in the Copy File Task.
Create the Copy File Task
- Go to Case Management and select Tasks
- Select 'Add Task (Matter)' to create a new task
- Enter the Basic Details of the Task. Give it a Code and Description. Select if the task is to be Repeatable, Adhoc or to be shown on the ribbon
- Tasks can be created as part of an existing workflow, or adhoc to be completed at any point in the matter
- Drag the Copy File Action into the Actions section of the Task
- Enter the details of the source file in the Task Action. Adding the file from the source folder that has been created already. Select the Folder icon to access the file
| The Source File must be a document saved in the Source Folder on the Insight Drive |
- Complete any Escalation Details required
- Drag and drop the Phase required in order that the task appears in the correct matter type and workflow
- Check any Triggers (if required) and click Save to save the Task
Once saved the task will now be available to use in newly created matters in older matters where the workflow has been restarted.
Using the Copy File Task in Case Enquiry
- Go to Case Enquiry and Look Up Matter
- Access the Task. This will either be an adhoc task, or a task set up as part of the workflow
- Select the Play icon to complete the task
- A Copy of the source Document will immediately save to the matter files folder with the name detailed when setting up the Task
- Go to Matter Files
- Double Click on the Document to open
- Make any amendments to the document and click save
The updated version of the document will be saved in the Case Matter files Folder. This can be accessed by the user and amended without affecting the original source document.