Viewing a Document
To view a document, complete the following steps:
- Click
on the module toolbar. A list of all documents attached to that particular record will appear. - Double click on the document to view. The document will open in the computers default program for that file type.
- Close the document when complete.
To view file and directory information about a document, complete the following steps:
- Click
on the module toolbar to open the Document Control window. - Highlight the document
- Click
to open the Document Info window. This window allows you to see the location of the file, the file name, type and size.
- Click
when you are done viewing to return to the Document Control window.
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