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Document Manager columns

In addition to the document name, you can view other document properties at a glance by organizing columns in the Document Manager.

Some columns may be hidden by default. You can enable them by right-clicking a column header and clicking Reorder Columns.

Column Description
Name (required)

Displays the name of the document in the Document Properties.

All Issues

Displays an issue icon and the total number of issues for the document.

All Outstanding Issues

Displays an issue icon and the total number of outstanding issues for the document.

My Outstanding Issues

Displays an issue icon and the total number of outstanding issues assigned to you for the document.

Uncleared Issues

Displays an issue icon and the total number of uncleared issue for the documents.

File Name

Displays the full file name of CaseView and external documents.

Checked Out By

Displays the initials of the user who checked out the document and when.

Prepared by

Displays the initials of the user who prepared the document and when.

Reviewed by

Displays the initials of the user who reviewed the document and when.

Tags

Displays the tags assigned to the document.

Version

Displays the version of the document in the current file.

Sync Behavior

Displays the Sync Behavior setting for CaseView and external documents.

Include in Index

Displays the Include in Index setting for the document.

Retain on Cleanup

Displays the Retain on Cleanup setting for the document.

Roll Forward

Displays the Roll Forward setting for the document.

Roll Forward as Placeholder

Displays the Roll Forward as Placeholder setting for the document.

Lock Down

Displays the Lock Down setting for the document.

Deliverable Displays the Deliverable setting for the document.
Due Date Displays the due date for the document if it has been marked as a deliverable.
Delivered Date Displays the delivered date for the document if it has been marked as a deliverable.
Role Set

Displays the role set for the document in the Document Properties.

Viewer

Displays the default image viewer for images and PDFs.

Modified

Displays the modification date of CaseView and external documents.

CaseView Identifier Displays the identifier set for the CaseView document in the Document Properties.