Documents
The tab Documents shows a documents related to selected Case (shown in toolbar).
Documents view can be viewed and we can add new or edit existing documents.
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HINT
For practical use cases showing how to use features of 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:
In Toolbar we can access the following tabs related to the case:
Toolbar also contains below features:
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Case Internal number with buttons to move between cases. Selecting  opens case list. |
| 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. |
Elements to add new documents via upload or by linking existing files.
| Add ducument |
To upload documents, you can use the Drag and Drop method or click in the box to open the Explorer pop-up where you can select your file. |
| Link |
Opens Link document window where you can select one or more existing documents and link them to the case.
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List of Case Documents with the following information:
| ... |
Option to remove linked document. |
 Preview |
In preview, you can see the document in the PDF format. You can also download or print document.
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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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| Status |
Current document status (e. g. Open, Rejected, Finished, Approved etc.). |
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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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Document 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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| Category |
Classification is entered upon scanning or adding the document into documentation. |
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User
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Documents specific user.
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Case
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Documents linked case.
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| Note |
Additional document note. |