How do I Attach/Move documents to Status Entry from View Search?
1. |
Login to your account using the username and password provided. |
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2. |
Hover over the Search tab and Click on View Search Tab. |
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3. |
Enter the Keyword that you want to search. |
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4. |
Select Client, Search Type, and Other relevant details. |
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5. |
Click on the SEARCH button. It will show you multiple results in the bottom section. |
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6. |
Select documents that you want to attach/move.
Note :
1. You can use Shift Key Functionality for selecting multiple documents.
2. You can select multiple Documents from different pages at a time. |
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7. |
Go to Attach/Move To options. It will show you other options. select required details. |
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8. |
Click on ATTACH TO STATUS ENTRY button. It will open a new window. |
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9. |
Select Row where you want to Attach the document. |
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10. |
Click on ATTACH button. It will attach the document to the selected row. |
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Lauren Partridge
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