Insert Name is a short description of the insert. This should be descriptive and help you easily identify the contents of the insert.

Insert Text is the insert itsert. The insert text can be styled according to your needs.

Use Insert In lets you specify where abouts in OMNIMax that the insert appears. For example, you can choose for an insert to be made available only when you are within a financial plan. On the other hand an insert might be more generic in nature and you can then make it available throughout the entire system by clicking on all the option boxes.