Apply Issues to a Document

You can apply an issue type to a document using the Issues Applicator.

To apply an issue type to a document, open a document in a case and follow the steps below:

  1. Click the Issues button in the ribbon bar.

  2. The Issues Applicator appears.

  3. Select an issue type in the applicator.

  4. You can select an issue type to be applied by checking the box next to the issue type with the mouse.

    Note: Issue type shortcut keys are not available when applying issue types to documents.

    With the issue type selected, you can move on to the next step.

  5. Apply the selected issue type.

  6. You can see issue types applied to a document in the document's Details panel. For more information, see the article titled Change Details or Properties of a Document in the online Help.

Note: The Issues Applicator contains a Keep Selection check box.

With this check box checked, after you select an issue type and apply it to a document, the issue type remains selected. If the Keep Selection check box is not checked, the issue type will be de-selected after you apply the issue type to the document.

 

Related Topics

Overview: Issues

Overview: Documents

Work with the Document Work Area Ribbon Bar