Working with documents and folders
38 articles across 5 sections.
Topics
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
Email documents
4 articlesCustomizing automatic documents
10 articles- Equation Editor
- Alternate Code Editor
- 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
- To change automatic document fonts
- Changing the document heading
- To change document properties
- Restoring documents' default settings from the Document Manager