Managing documents
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Case Manager makes it easy to create, send, receive, store and manage all of the documents for a case in one place. These are accessed through its the Documentation tab.
At the Documentation tab the list of case documents is a grid, with the features we already saw in Understanding the grid. Thus, the list can be filtered, grouped, sorted, printed and exported to Excel.
- The columns of the grid can show various document information, including icons that indicate:
- the type document: plain text, formatted text, email, Word document, etc
- the existence of costs linked to the document (we will see this later in Adding costs)
- for emails: the presence of attachments
- Document details are accessed by clicking these tabs.
- When a document is selected in the list, a document preview is seen below the grid.
The preview window can also act as an editing tool for plain and formatted text documents.
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You can work on multiple text documents at any one time by opening them in separate windows.
Simply click the new window button . This is particularly helpful when you have a document in progress and require a new note or a new piece of information
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Text and Word documents can be duplicated by clicking the duplicate button. The duplicate is time and date stamped.
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Word documents can also be duplicated as PDF files.
You create a PDF document from a Word document by selecting it and clicking the PDF button .
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When you click the print button there are several options:
- print a compilation of the entire set of case notes
- print the selected document
- print the list of documents shown in the grid
There are further options to allow you to customise the compilation: what is included and how it is ordered.
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The find facility helps you quickly locate a piece of information by searching one case or all cases in the database.
on the toolbar of Case Manager.
Next: Types of documents