Add E-Document Sub-actions
An e-document is usually saved as a Draft.
Sub-actions are options that you see immediately after a e-document is saved helping you to perform additional tasks on the document before finally adding the e-document in File-Eazy.
- Edit the Indexing info
Once a document is added, you can change the indexing field information or the Department or Document Type. Please note when changing a Document Type, you will lose previous indexing field information. - Add notes to a document
You can also Add Notes to a document. To add a note, click on the
tab above the ‘Document Preview’ pane.
Click the ‘New note’ icon
to add a new note. The Notes window will be launched.
The Notes windows lets you type a custom note using the feature rich text editor.
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Use this option to search notes added to a document. The searched word is also highlighted. |
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Use this option to add a voice note. |
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Use this option to link existing documents added in File-Eazy to your notes. |
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Use this option to add new documents and link them to the note. |
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Use this option to preview any voice note or documents linked to this note. |
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Use this option to save a note. |
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Use this option to close the dialog |
- View Previous version of a document
You can use the
tab which is above the preview of the document tab to view the previous version of the document. - E-Document top - right action bar
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Use this option to assign a Workflow to the document |
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Use this option to tag a user to the document |
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Use this option to check the File Tracking Report for the document |
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Use this option to Merge another PDF with the currently added PDF |
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