Iinsight Document Labels Feature

There is an amazing new ‘Document Labels Feature’ in iinsight to help our clients organise their Documents into specific Tabs/Folders in the Documentation Menu for easier access.

You can create your own Labels/Folders and Edit and Delete them via the Options Menu/Document Labels Tab as shown below:

Document Labels Tab:

You may also change the order of how the labels appear in the Documentation tab by clicking on the up and down arrows above as desired.

If you wish to Delete a document label from the Admin Management Console above you will get a warning message as per the below example:

Once the document labels are created they will appear in the Case List Documentation Tab as per the below examples:

If you just wish to delete a document from a label such as ‘Emails’ above, the document will be unlinked from that label but will remain in the All Documents section and you will get a warning message:

When in any of the document label tabs you have created, you will be able to use all the usual buttons such as Open Doc, Email Doc etc just as you currently do for documents.

You can also click and drag a document from the current label and drop to any other desired document label.

If users want to drag and drop multiple documents from one label to another, this is achieved by pressing and holding ctrl (or shift) key + mouse single click as per the below example choosing 3 documents in this case:

Only users with permissions to access the Options menu in Admin/Manage Users will be able to add/edit/delete document label tabs: