7.5 - Recording Documents
Type your drop-down text here.
Step 1 - Expand the case.
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.
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.