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Create a Shortcut to View a Document on a Case Tab
Create a Shortcut to View a Document on a Case Tab
Updated over 6 months ago

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

  • Navigate to the Documents Tab of a case.

Note: Your case tabs may be in a different order depending on your Profile Settings.

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  • Search for the document that needs to be edited.

  • Click on the arrow at the end of the desired document row.

  • Select Edit Details from the drop-down menu.

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  • A pop-up window will appear.

  • Click on the box labeled Tab Access.

  • Begin typing the tab you want the document to be accessible from. Choices will appear that match your entry.

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