The Document tab is used to manage documents on the Document Manager. Actions performed include adding new, deleting , and printing documents.
Number | Screen Element | Description |
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Properties |
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From Library |
Inserts a document from the Document Library. |
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New |
Opens the New sub-menu with the following options:
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Delete |
Deletes the selected document. |
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Tags |
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Check Out/Check In |
Checks out or Checks in the documents from the client file for work at remote locations. |
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Assign Users |
Assigns a user to the selected document. |
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Compare |
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Comparison Details |
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Save As |
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Send To |
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Page Setup |
Print settings for all automatic documents on the Document Manager. |
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Print Preview |
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Prints the currently selected document. |