Introduction
The Document center is where documents and reports are stored and available to download.
NOTE: Official Receipts will only appear in the Case Details view and, not in the Document center.
Document Center Dashboard
The Document Center will present a grid style list of documents. The list is organized by ‘Upload date’ order, with the most recent documents appearing at the top.
The number in parentheses next to the header indicates the number of documents in the Document center.
The following fields are displayed in the grid:
- Type of document – The type of document
- Upload date – The date the document was uploaded
- Name – The file name of the document
- Format – The format of the document (i.e. pdf, xls, png)
- Status – This column indicates whether a user has downloaded the file. Specifically, ‘Unread’
indicates not downloaded and ‘Read’ indicates downloaded.
Search
If a user is looking for a particular document or a group of documents, they can use the search function at the top to narrow down the results.
The following fields are searchable:
- Type of document (Multi-select)
- Upload date (After/Before/Range)
- Name (Contains/Equals to/Starts with)
- Format (Multi-select)
To enter additional search criteria, a user can click the ‘Add Criteria’ button. To delete any of the additional
criteria, click on the red bin icon corresponding to the desired row of deletion.
Once a user has entered the desired criteria, they can click the ‘Search’ button and the grid will refresh with the new results.
To return to the default view of all documents, a user can search for ‘All’ under ‘Type of document’.
Downloading Documents
There are 2 ways to download documents from the Document center.
1. Click on the relevant file name. This will download the document to the download folder.
2. Select the relevant checkbox(es) on the left-hand side. The ‘Download selected’ button will appear at
the lower right-hand corner of the screen. Click this button to download the documents selected.