eCase Help :: Documents link

Documents link

When you select the Documents link, the List View is the default view. All documents on the case are listen in date order. You can upload documents to this screen, amend and modify the documents, see when they were uploaded or sent to/from the case and whether they are allowed release or not. Multiple actions can be done from this screen, for example downloading documents into a zip file, moving documents into a folder in order to categorise them, merging documents into one file and redacting using eCase Redact.

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- How to view, sort and filter the Documents screen (duration = 10 minutes).

Image Key	Field	Description
1	Upload	Select the Upload button to upload one or more documents for the same Case Document Type, for example Response Document type. You can also drag and drop a file over the Documents screen to upload it to the case. Once you have dragged the document over the screen, you will be presented with an upload document pop up window. You can then select how to categorise the document using the Document type drop-down.
2	New folder	Selecting the New folder button will allow you to add one or more document folders to the Documents screen. You can use the folders to group similar documents together, for example, the documents you want to disclose with the response.
3	Filters	There are a number of filters available on the Documents screen so that you can view a smaller list of documents. Case Document Type - select one document type, for example Correspondence Document, Response Document Public Release Mode - select if you want to view the documents that have been allowed for release or not File Type - select to view the different file types on the case, for example email, Microsoft Word Redaction Status - select to view documents that have been redacted or not Search inside documents - On the Filters line you have the ability to search for words within the documents on the case. When you search the documents for a word, the documents that have that word in them will be listed. Under each document name, it will provide an explanation of where on that document the word can be found.
4	Sort	Select the Sort by dop-down list to choose a column that you would like to sort by. When you choose the column, you will get an arrow next to the column name. Use the Sort icon to control whether you want to see the column sorted ascending or descending.
5	Select all	Use the Select all tick box to select multiple files in one go. For example if you have filtered the screen using the Case Document Type and selected Response Documents, I can then select all and merge the documents into one.
6	Documents View	The default view when you go into the Documents screen is List View. You see a list of all documents and their properties in date order. You have the choice to change this view to a Grid View. If you change your preference of view, it will change it for all of your case types in your Workbasket.
7	Document Actions	When you select a document, or select the three dots at the end of the document line, the Documents Actions section appears. This is where you can manage actions for the one document, or multiple documents if more than one is selected, for example changing the Case Document type, moving the document to a folder or merging multiple documents into one.

Documents

Document Actions