Document Tab

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
	Properties
	From Library	Inserts a document from the Document Library.
	New	Opens the New sub-menu with the following options: Folder - opens the New Folder dialog to create a new folder at the insertion point on the Document Manager. Automatic Document - opens the New Automatic Document dialog to create a new automatic document at the insertion point on the Document Manager. CaseView - opens the New CaseView Document dialog to create a new CaseView document at the insertion point on the Document Manager. Manual - opens the New Manual Document Reference dialog to create a new manual document reference at the insertion point on the Document Manager. Link - opens the New Document Link dialog to create a new document link at the insertion point on the Document Manager. Word - opens the New Document Link dialog to create a new Word document link at the insertion point on the Document Manager. Excel - opens the New Document Link dialog to create a new Excel document link at the insertion point on the Document Manager.
	Delete	Deletes the selected document.
	Tags
	Check Out/Check In	Checks out or Checks in the documents from the client file for work at remote locations.
	Assign Users	Assigns a user to the selected document.
	Compare
	Comparison Details
	Save As
	Send To
	Page Setup	Print settings for all automatic documents on the Document Manager.
	Print Preview
	Print	Prints the currently selected document.