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About Documents
The Documents page contains all the documents associated with the case. Documents can be created using a template, attached from your local drive, or added as an attachment from an email.
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The document will be opened in the default program, determined by your computer’s settings.
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To open the menu visible in the image below, either right-click on the row or select the Action Icon 
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Open
Opening a document opens the underlying file using your computer's default program for opening files of its type.
Copy
Copying a document brings up a panel allowing you to choose the case file to copy the document to; there are radio buttons allowing you to choose to copy the note to the same case, a related case, or a different case (which provides you a list of all cases).
Copy as PDF
Copying a document as a PDF creates a new document in the same case, whose underlying file is the copied file converted to a PDF.
Copy Internal Link
Copy without Metadata
Delete
Selecting Delete brings up a confirmation message (to prevent accidental deletion); clicking OK in the confirmation message deletes the file from the table.
Download
Selecting Download downloads the underlying file through your browser.
Download (rename)
Selecting Download (rename) opens up a file renaming panel allowing you to rename the file, then downloads the underlying file (with the new name) through your browser. Note that the name of the file in SmartAdvocate will not change, including the file extension, so it is strongly recommended that you not use this function to replace a file with another file of a different extension; this may cause the file to be impossible to open or read.
Edit Properties
Editing the properties of a document brings up the same panel for document details that Attaching an Existing Document does.
Emailing a document brings up the Case Email panel with the document's underlying file attached to the email.
Email/Shared
Experimental AI Create Summary
Extract Images from PDF
Related Documents
Scan for ICD codes
Send To Folder…
Send for e-Signature (AssureSign)
For additional information, refer to: AssureSign/Nintex (eSignature)
Send for e-Signature (DocuSign)
For additional information, refer to: DocuSign
Send for e-Signature (DocuBee)
For additional information, refer to: OnTask/Docubee (eSignature)
Show Versions
Task
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Related Pages
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