The Document Manager
25 articles across 3 sections.
Topics
3 articlesOrganizing the Document Manager
10 articles- To select items on the Document Manager
- To cancel a selection
- To cancel all selections
- Moving items on the Document Manager
- Shuffling a line or group of lines up or down
- To delete a folder, document or group of items on the Document Manager
- Copying items on the Document Manager
- Viewing users' initials and document information on the Document Manager
- To open all folders
- To close all folders
Working with documents and folders
12 articles- Creating Documents and File Folders
- To create an automatic document
- To add a document or folder
- To create a CaseView document
- To create a manual document reference
- To set up a Microsoft Word or Excel document
- Creating a document link
- To configure a helper application
- To create a document link
- To change the properties of a folder
- Refreshing items on the Document Manager
- Customizing automatic documents