These templates are a great way to speed up the filing process. They allow you to choose Keywords that, when found in the document you are filing, suggest document properties such as description and organisations for you – so you don’t have to enter them manually!
Intellisense templates can be created within:
- Settings > Filing > Intellisense templates
Any templates that are already configured are shown in the list view, new templates can be created using the action at the bottom of the list.
You can configure Intellisense templates to populate any of the document properties shown when filing, the system uses a combination of templates to try and apply the properties that fit best.
This works by defining Keywords and these are the words that the system will look for in the content of a document to apply document properties during filing. Options to set the preference to find all of the Keywords or any of the Keywords are available.
Make sure you think carefully about which words you use here, for example, using the word hospital is not a great word to include because so many documents you receive will contain that word and may result in an unnecessary match.