Viewing a Document

To view a document, complete the following steps:

1. Click on the module toolbar. A list of all documents attached to that particular record will appear.
2. Double click on the document to view. The document will open in the computers default program for that file type.
3. Close the document when complete.

To view file and directory information about a document, complete the following steps:

1. Click  on the module toolbar to open the Document Control window.
2. Highlight the document
3. Click to open the Document Info window. This window allows you to see the location of the file, the file name, type and size.

   

4. Click when you are done viewing to return to the Document Control window.