Working with documents and folders
58 articles across 8 sections.
Topics
13 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
- Document Settings
Email documents
4 articlesCustomizing automatic documents
23 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
- Automatic document properties
- Memo Description dialog
- Multiple Filters
Viewing documents
3 articlesPrinting
11 articles- To specify the page orientation and size
- To set up the Printer
- Print previewing a document
- To enlarge or reduce a document when in Preview
- To print a document
- Printing a batch of documents
- To print a batch of documents
- Printing a batch of documents by client
- Selecting records
- Process Selection dialog
- To print a batch of client labels