When the DOCUMENTS tab on the Documents page is clicked, the Document Drawer
(initially hidden) is displayed over the currently displayed document.
| Feature | Description |
|---|---|
| Status | The status tracking feature allows you to mark documents complete
when you are finished working with them. Hovering over the document
record presents a context menu. ![]() There are two statuses: In-Progress (default) and Completed. When you have completed working with a given document, you can change the status by hovering over the document row and clicking the MARK COMPLETED button. If a document is marked Completed, you can hover over the row and the IN-PROGRESS button is displayed. |
| Create PDF | Allows you to select individual documents to create to PDF by
selecting the check box. Note:
|
| Select All | When selected, all Create PDF check boxes are selected. When cleared, it clears all individual Create PDF check boxes. The default setting is all selected. |
|
Wolters Kluwer Financial Services |