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.

To add a label to a case template, follow these steps:

  1. Open PLL Admin.
  2. On the PLL Admin page, click Case Templates on the PLL Admin menu and select Template Setup.

  1. Click Edit record next to an existing template.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. When the Edit: Case Template panel opens, click Labels near the bottom of the panel.

  1. Select the Required Labels or the Recommended Labels fields and enter a name for the label.

  1. After you enter a label name, click New Label.

  1. Click Save.