Documents Tab Fields
The following fields are displayed on the Documents tab.
Documents
| Field Name | Field Description |
|---|---|
 |
Click this icon to select a document to merge. |
| Search | Click this link to search for a document when multiple documents exist. |
| Get All Documents | Click this link to view all documents attached to the record. |
 |
Click this icon to print images. |
| Show Obsolete Documents | Select this check box to display documents that have been obsoleted. |
| Show Document Versions | Select this check box to view all versions of the documents.
Old versions of the document show “Prior Version” in the Type column on the Documents tab.
If a version has a future effective date, “Future Date” is displayed in the Type column. The current version of the document is the only one that displays the appropriate type and name for the document.
|
| Open in External Viewer | Select Open in External Viewer if the file should be opened in its native application (for example, Microsoft Word, Microsoft Paint, Adobe Acrobat) instead of via an Odyssey dialog box. |
| Type | From the drop-down list, select which type of document to view (for example, Word document, PDF, photo, merged form, image). To view all available documents, select All. When you change this option, the list is automatically updated, and the first page of documents is displayed. |
| Sort | Select the order in which you want the data to be displayed. |
| Matches per page | From the drop-down list, select how many documents to view at a time by selecting 15, 20, 25, or 50 from the list. When changing this option, the list is automatically updated, and the first page of documents is displayed. |
| Actions | Select this option to perform actions on selected documents. |