Folder - Documents
Related Documents
Drag and Drop Files out of Nexsyis
Viewing a Document
To view a document, double click the line or select the line and click the blue image icon in the bottom right corner of the screen.
You can add a note to a document by double-clicking in the note column.
Renaming a Document
The Document names are auto-assigned in the imaging screen. To rename a document, select the document name and click the Rename Document button. A drop down box will load in the document name column, select a new name from the list.
Linking and Unlinking Documents
When linking a document, the document will fall under one of the categories in the left column under the Documents tab in a Customer Folder.
For more information on how to link a document see Linking Documents.
To unlink a document, Select the document and click the red Unlink button in the bottom right corner of the screen. Your now unlinked document will be moved into the Document Imaging Unlinked bucket where it can be re-linked to a new document.
