7.5 - Recording Documents 

• Step 1 - Expand the case.

   
  Click on the next to the case number in the Case Navigation Panel.
   

  

  The expanded case will look like the image below.
   

  

   
   

  The case can also be collapsed / expanded by double-clicking the case.

   

• Step 2 - Click on Documents in the Case Navigation panel.

   

  

   

• Step 3 - Click on document to be recorded in Documents list.

   

  

   
   

  Note !
  Record only documents that have been scanned.  Documents generated by MYCIDS will be recorded automatically when signed.

   

   

  Clicking on the document highlights the document in blue.  This insures that the correct document has been chosen.

   

• Step 4 - Click on Record in the Actions list.

   

  

   

   

• Step 5 - Confirm Recording.

   
  Click Yes to complete the recording process.  Click No to cancel the recording process.