Thereforeâ„¢ Help

 

Scan & Append

Scan additional pages and insert them at the end of the document.

 

 Scan & Insert

 Scan additional pages and insert them before the currently selected file.

 

 Select Scanner

 Select any connected TWAIN scanner as a scanning source.

 

Previous Document

Moves to the previous document in the currently active Thereforeâ„¢ Navigator hit-list. If the current document was opened from the Linked Objects Pane, moves to the previous document listed in this pane.

 

Next Document

Moves to the next document in the currently active Thereforeâ„¢ Navigator hit-list. If the current document was opened from the Linked Objects Pane, moves to the next document listed in this pane.

 

View File

Open the file selected in the Thumbnail pane for read-only viewing in the associated program.

 

Edit File

Edit the file selected in the Thumbnail pane in the associated program.

 

Add Files

A new file can be added to the document.

 

Replace Files

Replaces selected files in the Thumbnail Pane with new ones that have been specified.

 

Remove Files

The currently selected files will be removed from the document, or in the case of a multi-page TIFF the currently selected pages will be removed from the document.

 

Find

Opens the Search Pane to search for the specified text. This option is available for most documents besides TIFF and other non-text image formats. See Search Pane for more details.

 

Start

Uploads the selected file to the configured cloud storage for external collaboration.

 

Complete

Downloads the changes for the selected file from the configured cloud storage and updates the file locally.

 

Abort Collaboration

Stops collaboration activities on the selected file. Removes all changes done by external collaborators and deletes the file from cloud storage.

 

Check Out

Before a document can be modified, it must first be checked out (locked) to prevent some other user from modifying it at the same time. Other Thereforeâ„¢ users may still view a locked document in read-only mode. While making changes, the document resides in the local user's Inbox. Deleting the document from the Inbox will discard any changes. An administrator can monitor locked documents and, if necessary, over-ride the lock (i.e. force an unlock without saving operation).  For example, a user who has locked a document but was forced to exit the Thereforeâ„¢ system due to a power failure.

 

Check In

This opens a drop-down list with a Check In and an Undo check out option. Check In will check the document back in as a new version, and Undo check out will simply undo any changes and maintain the current version.

 

Index Data

Opens the index data dialog for the document. Users with permission to do so can modify the index data.

 

Thereforeâ„¢ Signature

Display server signature information.

 

New Task

Opens the New Task dialog from where the user can create new tasks 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 category 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.

 

Templates

All template profiles that the user has permission to access, and that apply to this document or case, are listed. New documents can then be created from these.

 

Get Signed

Get Document Signed via a DTM Provider

 

Credentials

Save your login credentials.

 

History

Display the signature history.

 

Navigator

Opens the Thereforeâ„¢ Navigator directly from the Thereforeâ„¢ Viewer.