Working with documents and folders
38 articles across 5 sections.
Topics
11 articles- Creating documents and folders
- Creating an automatic document
- Adding a document or folder
- Creating CaseView documents
- Creating manual document references
- Creating Microsoft Word or Excel documents
- Creating document links
- Configuring a helper application
- Adding the document link to the Document Manager
- Changing the properties of a folder
- Refreshing items on the Document Manager
Email documents
4 articlesCustomizing automatic documents
11 articles- Overview
- Filtering documents
- Filtering with alternate codes
- Hiding or reordering columns in an automatic document
- Restoring hidden columns in an automatic document
- Resizing columns in an automatic document
- Hiding rows in an automatic document
- Changing document fonts
- Changing the document heading
- Changing document properties
- Restoring documents' default settings from the Document Manager