Skip to main content
All CollectionsCASE Documents Tab
Access a Document Using Tab Access
Access a Document Using Tab Access
Updated over 6 months ago

How to view a document from any tab in a case file.

NOTE: If you haven’t already been given the Tab Access to the Document, see Create a Shortcut to View a Document on a Case Tab article.

  • Navigate to the tab you want to access the document from.

  • Click on the dark green Documents button.

  • Choose the desired file from the drop-down menu.

  • The document will appear in a pop-up window.

NOTE: Only PDF and Microsoft Word file types are viewable in the system.

Did this answer your question?