Overview: Documents

You can manage the many documents circulating in a case using the Documents Explorer in Case Story.

Documents Explorer

The Documents Explorer allows you to add, rearrange, rename, and generally manage documents in the case. From the explorer, you can open documents in the Documents Work Area.

Pressing F2 after selecting a cell in the explorer will allow you to edit the information.

Open a Document

Once you've added documents to a case, they are visible in the Documents Explorer.

To open a document and review it in the Document Work Area, select the document you want in the Documents Explorer and either double click on it or click the Open Item button in the explorer ribbon bar.

Open a Document from the Clipboard

To open a document from the Windows clipboard, use the following steps:

  1. Click the Synchronize to Clipboard button in the Documents Explorer to toggle this feature on.

  2. Select text in another application that represents a Document ID or Page ID.

  3. Press CTRL + C to send the selected text to the Windows clipboard.

  4. If a document matches the selected text, then that document will load into the Document Work Area.

Document Work Area

The Document Work Area allows you to work with a specific document, applying markups and redactions as well as performing other tasks like deskewing scanned images and saving the document to another location.

 

Related Topics

Add Documents to a Case

Change the Details or Properties of a Document

Use Document Explorer Right-Click Context Menu

Print a Document

Work with the Document Work Area Ribbon Bar

Supported Document File Types

Add Notes to a Document