Right-click options

Download a PDF guide to learn more about right-click menu features available.

The following right-click options are available. The right-click options will vary depending on which page or window you are on.

Option	Description
Audit Trail	Display a table containing a full history of the selected document since it was added to Document Manager. The audit trail can be exported to a Microsoft Excel document, if desired. See Viewing a document audit trail.
Check in	Return a document to the database after editing. See Checking in documents.
Check out	Get a document from the database for editing. See Checking out documents.
Checked out info	View information about who was using a document, when it was checked out and the intended due date.
Current Status	Opens a message dialog indicating if the document requires approval.
Delete	Permanently delete the document. See Deleting documents.
Edit	Open and edit the current version of a document.
Export	Export a single document to your local machine or network. Any changes made to the exported document on your local machine or network will not be reflected in Document Manager. See Single document export.
Field Chooser	Select the information fields you want to be displayed with the listed records. Drag fields onto the list area from the window or vice versa.
Import	Import a document from your local machine or network to Document Manager. Importing on the Versioning page allows you to import a document as a new version, not as a new document. See Importing.
Link documents	Link documents with related information. See Viewing documents to be linked.
Open	Open a contact or open and check out a document.
Properties	View and edit the properties of a selected document. for example, extra fields and title. See Viewing and editing document properties.
Refresh row	Update the information displayed in the selected row.
Set current version	Set a version of a document as the Current Version. See To set the current version of a document in Versioning Documents.
Show List By	View a search list by one of the two available options: First record Last record.
To Do (AE)	Opens a window listing the To Do items associated with the selected document. If can select the View a To Do sub-option or Add New To Do sub-option. See the Practice Manager help for more information about Creating To Do items.
Undo checkout	Undo a checked out document. Changes made to the checked out document will be ignored. The document will be returned to its original state before the check out. If the document was checked out on another machine, it will remain checked out.
Versions	Open the Versioning page which displays all the different versions of the selected document. This is particularly useful with emails, when storing email trails as versions. See Versioning documents.
View	View a document without checking it out.