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Hint Sheet

1) Explanation on how the document status is selected when adding documents to an investigation. Download PDF

Frequently Asked Questions

How do I produce a list of documents that do not appear in a list?

By smart use of the filter options. Click on the new filter icon from the top menu options and a popup window will appear. On the General tab select the Type checkbox and select the document type(s) you wish to use from the list. On the Case tab select the In a List in Current Case checkbox and on the adjacent list select False and click OK. The list of documents will now be filtered. Select all documents (Ctrl + A) and right click on the selected documents then select Add To List -> New List… and create a new list using the wizard.

How do I produce a list of documents that have not been exported?

By smart use of the filter options. Click on the new filter icon from the top menu options and a popup window will appear. On the General tab select the Type checkbox and select the document type(s) you wish to use from the list. On the Case tab select the In a List EXPORTED from this Case checkbox and on the adjacent list select False and click OK. The list of documents will now be filtered. Select all documents (Ctrl + A) and right click on the selected documents then select Add To List -> New List… and create a new list using the wizard.

How do I copy documents disclosure settings to another case?

Select the relevant documents and right click then select Disclosure -> Copy to… and select the appropriate case.

How do I see what case(s) a document is in and it's status in those case(s)?

Open the document and select the Cases tab. This tab lists the case(s) that the document is in and the document status within the case.