Related Topics Getting Started Related Topics Getting Started
The Notes/History/Charts tab provides an area to organize and access documents with which a person or entity is associated as well as an area to enter notes in a freeform text area. In addition, any charts created with CorpCharts are saved to this tab as a chart document. By default, a chart record is created automatically for each entity and will appear on this tab. Any additional charts created by users will appear as part of the default chart record.
If the full Bridgeway Suite has been installed on your computer, entity records and people records are shared by Secretariat and eCounsel. The following applies:
§ Selecting the Allow editing in Secretariat only checkbox makes files attached to this entity’s record read-only in eCounsel.
§ Selecting the Exclude from Reports/SuperViewer checkbox makes files attached to this entity’s record not be included in reports generated in Secretariat.
§ If the Bridgeway Suite is installed and the Exclude from eCounsel checkbox is selected, files attached to this entity’s record will not be visible from within eCounsel.
Fields
Description – A comment concerning the document being attached to the entity record.
Type – The type of document being attached to the entity record.
Document Type – The subtype of document being attached to the entity record.
Document Date – The date of the document.
Document End Date – The date the document will no longer be effective.
Has Documents – An indication of whether the current row has documents attached.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Allow editing in Secretariat only – An indication that files will be read-only in eCounsel.
Exclude from Reports/SuperViewer – An indication that files will not be included in reports or in SuperViewer.
Exclude from eCounsel – An indication that files will be hidden in eCounsel.
Physical Location – The location where the actual files reside.
Buttons
New – Click to describe the document to be attached to the entity.
Copy – Click to copy the selected item.
Delete – Click to remove the selected document as an attachment to the entity.
All records/Current records as of Today – Click to open the Date Range Prompt dialog box to filter the list of records shown using specific date parameters.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.
Notes/History Files Subtab
The Notes/History Files subtab lists details concerning actual documents. This area is where documents can be linked or a link can be severed. Linking enables easy access to a document by providing a shortcut to an electronic file. The look of this tab and the buttons available will depend on the method of document storage specified by the System Administrator.
Notes/History Files Subtab Fields
Documents – The name of the file.
Description – A freeform comment concerning the file.
File Status – The status (such as Available or Locked) of the file.
Locked By – The name of the user who has locked the file.
Uploaded By – The name of the last user who uploaded the file.
Uploaded Date – The date the file was last uploaded.
Index Status – The status (such as Failure or Success) of the file in terms of full-text searching.
Indexed Date – The date the file was indexed for full-text searching.
Notes/History Files Subtab Optional Field
The following field can be added to the grid by clicking the Options button and selecting the field (the fields also may be reordered to appear as needed on the page):
File Size – The size of the attached file.
Notes/History Files Subtab Buttons
New – Click to open the Save File dialog box to select a document.
Delete – Click to remove the document from the Details area.
Download – Click to open the File Download dialog box to copy the document to a specified location.
Update – Click to upload any changes to the document to the storage area.
Lock/Unlock – Click to check out or check in the document.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.