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