Tip #274 - Configure Your Preferences to Automatically Show Emails and Photographs on The Documents Page

SmartAdvocate has dedicated pages for different types of data (e.g., Notes, Calendar, Documents, Medical Providers, Liens, Case Expenses, Emails, Photographs, etc.). The Documents Page, however, will allow you to see Emails and Photographs as well as your documents.

While on the Documents Page, if you want to view emails and/or photographs on the page, click the “Show” button in the bottom right corner of the page to display a sub-menu.  Check the Emails and/or the Photographs button as appropriate.

Emails and/or Photographs (if there are any in the case) will now be displayed on the page during this session (i.e., while currently logged in to SmartAdvocate). Plus, going forward, if you want your selections to be permanent, you can set your User Preferences.

Here’s How:

1. Click on the “Welcome [your name]” tab in the top right corner of the screen. Then click on “User Preferences.”

2. Check the box for Show emails on Document Screen and/or Show photos on Document screen as desired.

3. Remember to click the “Save” button in the bottom right corner of the page before exiting.

You can now refresh the page or log out and log back in for the changes to take effect. Going forward, your emails and photographs will automatically be displayed on the Documents Page.