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The Documents tab allows you to organize documents and files with which a matter, invoice, person, or entity is associated (depending on the module from which you accessed the tab). Documents can be linked, enabling easy access. The look of this tab, the buttons available, and the procedure for attaching a file will depend on the method of document storage specified by the System Administrator.
Fields
Description – A short comment concerning the document being attached to the record.
Document Type – The type of document being attached to the record.
Document Date – The date of the document.
Has Documents – An indication of whether documents exist for the description.
Buttons
New – Click to describe the document to be attached to the record.
Delete – Click to remove the selected document as an attachment to the record.
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.
Document File Subtab
The Document File 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.
Document File Subtab Fields
Documents – The name of the file.
Description – A freeform comment concerning the file.
File Size – The size of the attached file.
File Status – The status (such as Available or Locked) of 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.
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 Date – The date of the file was last saved.
Document File Subtab Buttons
New – Click to open the Save File dialog box to select a document.
Delete – Click to remove the document from the Document File subtab.
Download – Click 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 documents.