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Previous Case
Moves to the previous case in the currently active Therefore™ Navigator hit-list.
Next Case
Moves to the next case in the currently active Therefore™ Navigator hit-list.
Quick-search
A full-text search can be performed by entering a search string. By default, all full-text enabled categories will be searched and stemming is active. These settings can be changed under Advanced Search and stemming can be deactivated under the Therefore™ Navigator Options.
Document Content
If checked, the document content will be displayed in the hit-list.
Index Data
If checked, the index data will be displayed in the hit-list.
Advanced Search
The full-text search dialog will be opened.
Case Header
Opens the Case Header dialog for the case. Users with permission to do so can modify the case header in the same way as a document's index data.
New Document
Add new documents to the case.
Delete Documents
Delete the selected documents from the case.
Templates
All Template Profiles that the user has permission to access, and that apply to this case, are listed. New documents can then be created from these.
Refresh Hit-list
The document hit-list will be refreshed.
Print Hit-list
Prints the entire hit-list.
Copy Hit-list
Copies the currently selected documents from the hit-list to the clipboard.
View
Open the selected document in the Therefore™ Viewer.
Index Data
Opens the index data dialog for the selected document. Users with permission to do so can modify the index data.
View File
Open the selected file for read-only viewing in the associated program.
Edit File
Check-out and edit the selected file for editing in the associated program.
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Documents saved into the temporary folder via the Therefore™ Case Manager are undetectable by Adobe Reader DC. Changes to saved PDF documents edited in Adobe Reader DC are offered a different location. |
Check In
Check the current document back in as a new version.
Undo Check Out
Undo any changes and maintain the current version.
Prints the selected document(s) directly to the default printer.
Export
The selected document(s) can be exported to a file system. By clicking on the arrow the menu item is expanded to include a Send option which allows the document(s) to be sent via email.
Security
Opens the security dialog for setting permissions for the selected document.
History
Displays the document history for the selected document.
New Task
Opens the New Task dialog from which the user can create new tasks for the case and assign these to other users.
Start Workflow
Start a new workflow instance for the selected document(s). A list of workflows linked to this case will be displayed and the user can choose one of these.
Link to...
Displays a dialog with all accessible workflow instances. The Link button allows the document to be linked to a selected workflow instance.
