Configure Attachment Labels

Labels allow administrators to indicate on a case template what documents or other attachments are required or recommended. When users attach documents or images to the case, they can select a label to apply to the attachment.

PREREQUISITES: The DocumentLabel security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

TIP: See Required Document Labels in Public Access for a help video on this subject.

NOTE: Required Labels are only enforced when creating a case through Public Access. If a case is created in Respond or Office, it does not check for Required Labels, and the case can be completed without them.

1. From the home page, click PLL and click Case Templates.

2. On the Case Templates panel, select a template.
3. On the Labels panel, select any desired Required Labels or Recommended Labels using the drop-down list.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.