Thereforeâ„¢ Help

Workflow

Select this option to choose from viewing the document's Workflow History or Link to Workflow Instance.

 

Templates

Select this option to prompt a list of available templates.  

 

View...

View File in the Thereforeâ„¢ Viewer.

 

View File...

View File in native app or select another application to view file type.

 

Edit File...

Automatically checks out the document and prompts a dialog to edit file in native app or select another application to edit file.

 

Check In...

Check the document back in as a new version following file edit.

 

Undo Check Out...

Undo any changes and maintain the current version.

 

Print...

Prints the selected document(s) directly to the default printer.

 

Export...

The selected document(s) can be exported to a file system.

 

Send...

Send option which allows the document(s) to be sent via email.

 

Force 'Undo Check Out'

Administrator can undo check out of a document originally checked out by a user.

 

Index Data...

If checked, the index data will be displayed in the hit-list.

 

New Task...

Opens the New Task dialog from where the user can create new tasks and assign these to other users.

 

Security

Opens the security dialog for setting permissions for the selected document/case.

 

History

Display the document history for the selected document.

 

Delete

Delete the selected documents.