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Document Left-Hand Menu Tools

Solution home Documents Document left-hand menu Document Left-Hand Menu Tools

When viewing the Documents tab or a document within a case, there are various options in the left-hand menu that you can use to manage the documents on a case.


This section outlines the options that are available:


Multiple Document Tools

 

  • Bulk Download
  • Bulk Update
  • Multiple (un)lock
  • Multiple Change View
  • Merge Documents
  • Multiple Copy
  • Multiple Delete

Individual Document Tools

  • Copy Document
  • Move Document
  • Convert to PDF
  • Convert to PDF (EPO)

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