• Creating documents and folders
• Creating an automatic document
• Adding a document or folder
• Creating CaseView documents
• Creating manual document references
• Creating Microsoft Word or Excel documents
• Creating document links
• Configuring a helper application
• Adding the document link to the Document Manager
• Changing the properties of a folder
• Refreshing items on the Document Manager

To add a document or folder

1. On the Document menu, click New.
2. Select the type of document you want to create.
3. Click OK.
4. Enter the description of the folder or document.
5. Complete the properties for the document or folder you want to create.
6. Click OK. The document or folder appears below the selection bar on the Document Manager. Double-click the document icon to view the document.

Note:Each document on the Document Manager must have a unique number. Click the Help button while in the properties dialog to access completion information.