Opening + Viewing Documents
From the Data Grid, you are able to Open the Managed Document, as well as View the associated Document Form/Report.
To Open a Managed Document:
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Click on the hyperlinked Document Number corresponding to the Document you wish to view, as shown below:
To View the Document Form/Report:
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Most Documents include one or more buttons/icons in the leftmost columns of the Data Grid.
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These buttons/icons allow you to view the documents form or Cover Sheet.
In the other columns you can find useful information such as the status of the document, sender, recipient...
Note: you can also create an action from this grid by clicking the '+' button in the
Create Action column, as explained
here.
