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Appending Pages to an Existing Document

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This can be done automatically using the auto-append feature which can be configured using the Solution Designer.  If a new document is saved with the same unique document ID, then it will not be saved as a new document, but instead it will be appended to the existing document.  In such a case Thereforeā„¢ will automatically populate all other fields with the data from the existing document.  In addition, an auto-append tool bar will appear at the bottom of the dialog. The user can then:

 

select how the document should be appended.

view the existing document.

undo the auto-append for the case where they mistyped the index data.

 

The same can be achieved by dragging and dropping a document onto another document in the hit-list of the Thereforeā„¢ Navigator or Thereforeā„¢ Case Manager.