Document Actions Menu

Select Document actions at the end of a document row, in any document folder to view the options:

Select from the following:

• View document - Select to view the document for filed documents and select to edit the document for documents that are yet to be filed.

  See Viewing Filed Documents and Processing Documents for details.

• Edit document data - Select to edit the document. This is not available if another user is processing the document.

  See Processing Documents for details.

• Create Task - Select to create a task for the document.

  See Creating a Task for details.

• Download as PDF - Select to download the selected document as a PDF. To view the Downloads folder, open Windows File Explorer, and then locate and select Downloads. A list of your recently downloaded files displays.

• Download image - Select to download the selected image. To view the Downloads folder, open Windows File Explorer, and then locate and select Downloads. A list of your recently downloaded files displays.

• Print document - Select to print the document.

• Delete - Only applicable for Not filed and Draft documents only. This is not available if another user is processing the document.

  Select to delete the document, the Delete document screen displays, select the deletion reason, add any notes required and then select Delete:

  

  The deleted documents are then stored in the Deleted documents folder for 14 days, after this time, unless they are restored, the documents are deleted from the system.