Desktop:Documents View: Difference between revisions
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{{DISPLAYTITLE:Documents View}} | {{DISPLAYTITLE:Documents View}} | ||
The '''documents view''' lists [[Document|documents]] associated with a particular [[matter]], [[contact]] or [[workgroup]]. | The '''documents view''' lists [[Document|documents]] associated with a particular [[matter]], [[contact]] or [[workgroup]]. | ||
In the [[Desktop App]], select ''Documents'' (or ''Precedents'' for workgroup documents) in the navigation pane of the relevant [[Desktop:Tab|tab]]. The view is further divided into [[Folder|folders]] and sub-views, such as ''All Documents'', ''Recent'' and ''Checked Out''. | In the [[Desktop App]], select ''Documents'' (or ''Precedents'' for workgroup documents) in the navigation pane of the relevant [[Desktop:Tab|tab]]. The view is further divided into [[Folder|folders]] and sub-views, such as ''All Documents'', ''Recent'' and ''Checked Out''. | ||
[[Category:Desktop]] | [[Category:Desktop]] | ||
Revision as of 09:14, 11 September 2024
The documents view lists documents associated with a particular matter, contact or workgroup.
In the Desktop App, select Documents (or Precedents for workgroup documents) in the navigation pane of the relevant tab. The view is further divided into folders and sub-views, such as All Documents, Recent and Checked Out.