Documents Tab
The Documents tab can be found on many different record types. This tab lets you add, modify, and view documents attached or related to
the record. The following options are available on the Documents tab.
Documents Tab Fields
| 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. |
Documents
The table in the Documents section displays all documents on the case and the document type, the date the document was added, the document name and
the amount of pages in the document.
| Option Name | Option Description |
|---|---|
| Search | Click this link to search for a specific document. |
| Get All Documents | Click this link to display all documents in the table. |
|
Select this printer and glass icon to print the documents displayed. |
| Mark | Click this link to mark all documents in the table to perform an action or export the documents. |
 |
Click the plus icon to add a document to the table. |
 |
Click the pin icon to view notes associated with the document. |
Additionally, perform the following functions with the documents:
| • | Add Documents |
| • | Modify Documents |
| • | Perform Actions on Documents |
Right-click Options
| Right-click Option | Description |
|---|---|
| Modify Document | Right-click the document and select this option to modify the document fields. |
| Change Security Group | Right-click the document and select this option to change the document security group applied to the selected document. |
| Override Security | Right-click the document and select this option to modify the document security groups to allow access to this document. |
| Assign Location | Right-click the document and select this option to assign the document to the selected location. |
| Obsolete | Right-click the document and select this option to make the document obsolete. |
| Add New Document Version | Right-click the document and select this option to version this document. |
| Copy Document | Right-click the document and select this option to copy this document. |
| Email Document | Right-click the document and select this option to send a single document to a recipient. |
| Move Document | Right-click the document and select this option to remove the document from the existing party record and move it to another party record. |
| Right-click the document and select this option to print this document. | |
| History | Right-click the document and select this option to view the document type change history. |