Document navigation 4

• Case Documents Tab
• View a Document in Equinox
• Document Notifications
• Document Reports

Upload documents 7

• Upload Documents to Equinox
• Upload Documents via Drag and Drop
• Upload Files via the ‘Add Document’ Button
• Save a Document via the ‘Add Filenote’ Button
• Email Files to Equinox

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Update a document 2

• View/Edit Document Details
• Update/Replace a Document File

Document check in/out 4

• Document Check In/Out Overview
• Check Out a Document
• Check In a Document
• Override a Document Checkout

Document left-hand menu 10

• Document Left-Hand Menu Tools
• Bulk Download Documents From a Case
• Bulk Update Documents
• Multiple (Un)lock Documents
• Merge Documents

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Microsoft Office plugin 9

• Equinox Microsoft Office Plugin Overview
• Login/out of the Equinox Office Plugin
• Use the Equinox Office Plugin in Word, Excel and Ppt
• Use the Equinox Office Plugin in Outlook
• Save a File to Equinox via the Office Plugin

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Document views 1

• Document Views