The Document Viewer

Last modified

Overview

If you select one of the tree nodes in the filing panel the Document Viewer will allow you to view the documents that are in the Document Centre for that library/contact.

The Viewer

The Document Centre for a client/contact can be displayed by clicking on the client/contact, a specific client assignment, or a job. The contents of the selected Document Centre will be displayed in the main Outlook panel (filtered by assignment, or assignment and job, if selected).

window_OutlookEmailFilingDocCentreView.png

Any document can be previewed (by clicking on it) or opened as a read only document (double click). To edit a document you should access it via the CCH Document plugin, or Central, and check it out in the normal way.

Search

If you want to search for a specific document within the results, click in the Search box  at the top of the document list (or use [Ctrl]+[E]) and enter your search criteria.


NOTE: Using the Outlook delete option will only delete a document from the current view, it will not actually delete the document.


Related

Email Filing
Email Filing simplifies the filing of emails by allowing you to drag and drop emails to be filed against specific clients. This can be at either client, assignment, or job level, which reduces, and in some cases eliminates, the need for manual meta data entry when filing emails. In addition you can set up the plugin so that you are prompted to file emails as you send them. (See here for more details on how to do this.)
The Document Viewer
If you select one of the tree nodes in the filing panel the Document Viewer will allow you to view the documents that are in the Document Centre for that library/contact.
The Filing Pane
The Email Filing pane allows you to drag and drop emails to be filed to specific contacts, or non-contact libraries.
Contact Filing
Filing to contact libraries can be done via the Matched, Recent and Favourites sections of the filing panel. You can change the order in which these are displayed in Display Options. When you drag and drop an email to a contact the Add Document window will open and will be automatically populated with metadata including the relevant library for the contact type, and any default document types that have been set.
Non Contact Filing
The Other Libraries section of the filing panel allows you to file documents to non contact libraries.
Search
The search box is located at the top of the filing panel and can be used to search for contacts that are not displayed under Matched, Recent or Favourites.
Tools
Display
Searching
Filing
Tools
Display
Searching
Filing
Page statistics
181 view(s) and 2 edit(s)
Social share
Share this page?

Tags

(not set)

Comments

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |