This article describes the Intake activity on the Documents Tab.

NOTE: You must have at least Enabled permissions to My Intakes and/or Others' Intakes (to view Intakes) and Case > Documents Tab (to access Documents Tab activity).

The Activity Feed keeps a full record of Documents linked to an Intake. 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.

Documents can be viewed, edited (with Modify permissions to Case > Documents Tab), emailed, sent to DocuSign, and downloaded.

Click the View button to display a preview pane.

From the preview pane, click the View button to display the detail view of the Document on the Intake 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, a copy, 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.