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. Document labels must be created first. See Document Labels for more information.

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 Permitting 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: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.