This article describes the Document Tab activity within a Case.
NOTE: You must have Enabled permissions for the Case > Document Tab to filter and view activities, including Download, Email, and Send to DocuSign options. To access the Edit button, you must also have Modify permissions.
The Activity Feed keeps a full record of all changes to Documents Tab items. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
Select an activity to display full details of the action. Depending on the Action Type and the fields that were updated, a pop-up with different options will display.
From the Activity Feed, Documents can be viewed, edited, emailed, sent to DocuSign, and downloaded.
Click the View button or the document preview to display a preview pane.
From the preview pane, click the View button or the Edit button on the Activity Feed to display the detail view of the Document on the Documents Tab. Click the
to close the preview pane.
Click the Email button to email the document as a link from your firm's SharePoint, an original, or PDF.
Click the Send To DocuSign button to initiate the DocuSign process.
Click the Download button to download the document in a zip file.