| Table of Contents |
|---|
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.
...
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
...
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'.
...
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.
...
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.
...
Once the files have been selected for uploading, the follow box will appear
Click OK.
Download document
Select the relevant document from the documents list.
Right-click and select Download Document from the menu.
Select the location to save the document and rename if required.
The document is now available to open from the save location.
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.
...
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.
...
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.
...
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.
...