Tip #150 - SmartAdvocate Download Feature:
Copy Documents To Locations Outside Of SmartAdvocate
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Use the download (or download and rename) feature to “copy” documents from a case file to another location, such as a thumb drive.
Since documents (Word, PDF, Excel, etc.) are stored and accessed directly from the documents page in the case, users generally do not navigate to an “external” folder or a thumb drive. Occasionally, it may be necessary to download certain documents from a case to another location.
Here’s how:
On the Documents page, choose the document(s) you need, by checking the select (the checkbox is typically located in the far-left column).
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2. Either right-click on one of the selected documents or click the action icon for one of your selected documents.
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