This article explains how to generate the Document Registers report in Insight Legal. 

This report will show you which documents you hold for your clients. There are many options for the document's status as well. There are five system default document types available. You can also set up additional document types

1. Deed
2. EPA
3. Share Certificate
4. Trust
5. Will

Generating the Document Registers Report 

1. Click Reporting

2. Select Document Registers on the Matter column 

   

3. You will be navigated to the report generation screen, fill in the following information: 
   • Document Register Type
   • Fee Earner
   • Range Selection
   • Added in 
   • Status 
   • Grouping and Sorting

4. Once done, click Run

   

   Related Articles 

   How to Create a Document Register

   Update the Document Register

   Custom Document Register Types