The documents section serves as a repository for all files uploaded during case file creation, uploaded to tasks, generated via the “Forms and Letters” section or uploaded ad hoc directly within the documents section.
- Documents will include any documents uploaded during case file creation or directly to tasks.
- Additional documents will include any generated forms and letters or documents that get uploaded within the documents section.
- To view a document, scroll through the list and click on it.
- .DOCX documents have to be downloaded first, while PDF can be displayed in the application:
- The document will now appear while collapsing the list view.
- From this screen you can download or print the document
- To close the document being viewed, click on the “X”.