Use Document Explorer Right-Click Context Menu

There are several ways you can use the Documents Explorer to manage the documents in your case. The right-click context menu in the explorer provides several additional options to make your workflow quicker and more efficient.

The following table explains the options in the right-click context menu:

Option

Definition

Add Documents

Opens the Add Documents dialog box.

Remove Documents

Removes the selected documents.

Open in New Tab

Opens the selected document in a new work area tab.

Select All Tagged Items

Selects all the documents with the check box or "tag" to the left of the document name selected. When documents are selected, more options for applying changes become available.

Tagging items makes applying changes to several different documents scattered throughout the Documents Explorer much easier. To tag an item, you can select the check box to the left of each document name in the Documents Explorer. When a document is tagged, it remains tagged until you clear the check box.

Clear All Tagged Items

Clears all the documents with the check box or "tag" to the left of the document name selected.

Batch Exhibit Label Applicator

Allows you to quickly apply an exhibit label to the selected documents or remove exhibit labels on selected documents.

Print Items

Initiates the printing process for any documents selected in the Documents Explorer.

Make PDF of Selected Items

Initiates the PDF creation process for any documents selected in the Documents Explorer.

Send Item(s) to Workbook

Initiates the process to move any documents selected in the Documents Explorer to a selected workbook.

Present Item

Sends the selected item to PRESENT. This option is only available if PRESENT is installed and can only be selected if PRESENT is running.

Insert Page

Initiates the process to insert a page into the selected document.

Insert Document Break

Inserts a document break above the page selected within a document, creating a new document with succeeding pages falling under that new document.

Remove Document Break

Removes the document break of the selected document.

Assign Trial Exhibit Numbers to Selected Items

Initiates the process to assign a trial exhibit number to each selected document.


Assign Exhibit Numbers to Selected Items

Initiates the process to assign an exhibit number to each selected document.


Batch Field Fill Selected Items

Initiates the process to fill the fields with a batch load process. In the Batch Field Fill dialog box, you can also select a Field and then click Clear Selected Items to clear the entries in that field (e.g. Exhibit No.)


Batch Rotate Selected Items

Opens the Batch Rotate dialog box where you can choose one of three ways to rotate selected documents: Rotate Clockwise 90º, Rotate 180º, or Rotate Counterclockwise 90º.

Properties

Opens the Properties dialog for the selected document.

 

Related Topics

Overview: Documents