Documents
The tab Documents shows a documents related to selected Case (shown in toolbar).
Documents view can be filtered and we can add new or edit existing documents.
 |
HINT
For practical use cases showing how to use features of Documents, see the chapter Documents in user manual.
|
We access Documents in Cases toolbar after we select the Case from Cases list.
Below is a description of the form's features:
In Toolbar we can access the following tabs related to the case:
Toolbar also contains below features:
 |
Case Internal number. |
| New |
Opens the form for adding New document to the Case.
|
| Delete |
Button to delete case Documents. Button is active when we select one or more Documents from the list. |
Filter bar with below display options.
|
Search
|
Search documents by number or subject. |
| Subject |
Documents Subjects. |
| Case |
Documents by Cases. |
| User |
Documents specific user. |
| Status |
Status of the displayed documents.
You can choose between:
- Approved
- Reversed
- Rejected
- Delivered
- Finished
- Open
- Seen
- Recorded
- Send
- Canceled
- Failed
|
| Date from |
Date of receiving the document. |
| Date to |
Document due date. |
List of Case Documents with the following information:
|
Number
|
Consecutive document number.
Clicking on the document number opens document with details from the database.
|
|
Subject ID
|
ID of the subject who sent the document (ID from the Subjects register).
|
|
Subject name
|
Full name of the subject from the Subjects register.
|
|
Date
|
Date of receiving the document.
|
|
Due date
|
Document due date.
|
| Title |
The title of the document, which is automatically generated in the module in which the document is created. |
|
DT
|
Document Archive type.
|
|
Category
|
Classification entered upon scanning or adding the document into documentation.
|
|
Status
|
Current document status (e. g. Open, Rejected, Finished, Approved etc.).
|