Hover over a document and right click to open the Menu. Select Properties to view and edit the document’s properties.
The resulting screen has the following functions:
- Change the DocType (from Misc. to a specific document for example)
- Route document to any DocBox
- Add/modify client data and case data
- Mark a document as Priority
- File a document to the EFC
- Add Short Note/Next Step
To modify or add data, select desired information from respective drop-down list or enter desired values in respective fields.
Click Save to apply changes.