Document List

Documents are listed in tabular format. Click on the table header to sort the documents accordingly. Search and filter options are provided at the top-right corner above the document list.

Located at the top of the interface, the Icon bar offers a range of commonly used functions for easy access. These functions include key actions such as:

• New Document – Create a new document.
• Edit – Make edits and modifications to selected document.
• Print – Print out selected documents directly.
• Move – Move selected documents to different folder.
• Batch Create – Create a batch of document with same content for multiple customers.

Right click on the document list will show a popup menu, which provide few other operations, including: Copy, Paste, Change Status, Color Highlight, Export Current List.