The following items are available from the Right-click menu:
A brief description on each of these items follows.
View/Edit
The view/edit button enables the document to be opened in the relevant application such as WORD, or Adobe Reader.
This option is also available as a button at the bottom of the preview screen
When in Case Browser, this option can also be used by selecting the relevant document and clicking in the preview screen.
Duplicate
This options enables a document to be copied and placed on the file
Select the relevant document, right-click and select 'Duplicate'
A 'Document Options' box will appear
The default file name can be kept as is or renamed as appropriate.
The relevant document category can also be selected.
Click OK
A copy of the document is made and appears at the top of the document list.
Edit Document Properties
Select the relevant document from the documents list. Right click and select 'Edit Document Properties'.
A dialogue box containing the document properties will appear.
The following fields cannot be amended:
- Logged By
- File Name
Once any relevant amendments have been made to the Document Properties, click OK to update.
Edit Term Connections
Select the relevant document, right-click and select 'Edit Term Connections'
Click on the checkbox for the selected record and click ok. Success message is displayed.
Create PDF document
Select the relevant document from the documents list.
Right-click and select Create PDF Document from the menu.
A dialogue box will appear asking for confirmation of the PDF filename and Category
The selections available are to keep the default file name or to input a new name.
Once this has been completed, click OK.
The PDF file is then created without letterhead and signature, and is placed at the top of the document list.
Upload New Version
A new version of a document can be uploaded to overwrite the previous version rather than as a copy.
When selected, a box appears to enable to selection of the relevant file/s:
Once the files have been selected for uploading, the follow box will appear
Click OK.
Move/copy to different cases
Use this option when a file is either accidently placed on the wrong case, or needs to be placed on several cases.
When selected, a box appears that allows case references to be added
Underneath the 'Target cases' box is a 'Create copy' checkbox.
Select the checkbox if the document is to remain on the current case but a copy is also required on the target case.
If this checkbox is not selected, then the document will be moved to the target case and removed from the current case.
Click OK
Set category
Use this option if a document has not had a category assigned or it needs to be changed.
Select the relevant document, the right-click
When the mouse is hovered over 'Set Category', a second menu appears.
When the relevant category is selected, it is automatically applied to the selected document.
Download document
This option allows for documents to be downloaded from the database to the local computer.
This option is also available through the 'Download Copy' button at the bottom right hand side of the preview screen
Select the relevant document, right-click and select download copy.
A Save As box will appear allowing the user to select the relevant location.
Once saved, a copy of the document is available to open from the save location.
Delete document
Select the relevant document from the documents list.
Right-click and select Delete Document from the menu.
A dialogue box will appear asking for confirmation to delete the file.
Click PROCEED.
Once deleted a note will appear in the top right hand corner stating that the document has been deleted successfully.
This option is also available from the menu at the bottom of the preview screen.
