Documents

Documents related to a given case are available on the case/task detail. All documents to which the user has access are available in the left menu in the "Documents" section.

Document attributes

Each document contains the following attributes:

  • Title - document title
  • Uploaded by - the user who uploaded the given version of the document to the application
  • Uploaded - the date when the given version of the document was uploaded to the application
  • Revisions - contains information about how many versions of the document have been uploaded, the data increases with the number of newly saved versions, regardless of the user who uploaded the version
  • Indexing - After indexing, the application allows searching the document content. For this feature to work, you must activate and install ElasticSearch, which will enable document indexing. This feature is disabled by default.
  • In search - marked as Yes or No, described in the "Indexing" attribute
  • Case - name and click into the case to which the document was uploaded (if the document was uploaded from a case)
  • Logical file type - selection from the list
The codebook is managed by the $Administrator role in the Administration > DMS attributes > Attribute > Logical type section.
  • Folder - the folder in which the document is placed, folders can be created and divided as needed in the left menu in the "Documents" section

Document actions

  • Preview - View a preview of the document
  • Download - Download the current version of the document to your computer
You must have downloads allowed from this site, check your browser settings
  • Delete (available only for the $DMSDelete role) - Ability to delete all versions of a document

Case documents

After clicking Documents, a quick preview of the case document list is displayed with the options to search, take actions on each document, add a new file, or open the extended document mode.

Documents in the left menu

All documents to which the user has access are available in the left menu in the "Documents" section.

FAQ

I can't upload a document to a case (lack of permissions)

If a case is technically completed, only the $DMS Admin role can upload a new document to such a case.

Where can I find a previous version of the document?

In the document window that you open by double-clicking, you will find the "Revisions" section, where all previous and current versions of the document are available for download.

Andrea Rybková Updated by Andrea Rybková

Case notes

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