This article shows how to Produce a Document within Insight
Producing a Document
Insight produces documents from the bank of document templates created and saved within Insight. These are set up and maintained within System>Documents. Please refer to our ‘Document Template Setup’ guide for further information regarding creating templates.
Opening a Template
- To produce a document, go to Cases
- Select Case Enquiry
- Use the Matter Lookup to find the case you wish to create a document for
- Select the Document Production tab at the bottom of the matter
- Tick the relevant template from the list
Produce the Document
- Click on the green arrow to Produce the Document
- Click Open to open the document in Word
- Click Rename if you wish to rename the document
Insight will also save a copy of the document in the Matter Files for this matter.
Warning Triangle
- If this appears and you hover over it, it will let you know the issue
- Once this omission has been rectified, there will be no warning triangle
The document can still be produced even with a warning.
Producing a document for multiple clients
- If there is more than 1 client on the matter, it will give the option to select which client to write to
- You can produce a letter for each client or create one letter addressed to multiple clients
If the client you are writing to has more than 1 address, there will be a drop down displayed for you to choose which address you want to be included on that document.