| Table of Contents |
|---|
The following items are available from the Right-click menu:
A brief description on each of these items follows.
...
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.
...
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
...
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.
...