• Web Pages (HTML documents)
• Saving a document as an Excel file
• PDF documents
• Setting Security for PDF documents
• To set security settings on the PDF document
• Send to mail recipient (as attachment)
• Send to mail recipient (as PDF attachment)
• Send to folder

Send to folder

All automatic and CaseView documents can be saved to a local or network folder in HTML format and accessed by other users by using Windows Explorer.

Select a document and then click Document | Send To | Folder.

You'll be asked to locate the folder.

If no document is selected, Time will ask you to confirm that you want to save all documents on the Document Manager to the folder.

Notes

• Avoid using invalid characters in the file name such as: periods, asterisks, commas, semi-colons, minus signs, ~ (tilde), @, /, \, |, %, ' (back quote), ' (single quote), !, #, ^, &, +, (, ), =, {, }, [, ], and $
• HTM and HTML files may be opened only in an internet browser. We recommend Internet Explorer version 5.0 or higher
• You can save a CaseView document in HTML format from either the Document Manager or from CaseView itself. To convert the document using CaseView, open CaseView and select File | Publish | HTML.
• When viewing a CaseView HTML document, set the background color to the Windows default color as other backgrounds can cause readability problems.