Documents Right-Click Menu

You can right-click a document inside a list of document links and do any of the following:

NOTE: The right-click menu changes slightly for different types of document link lists.

• Open: Opens the document.

• Email: Emails the document.

• Copy: Copies the document. When you click Copy a window appears that lets you select the path for the copied document.

• Copy Path to Clipboard: Lets you copy and paste a document path.

• Open folder: Opens the folder that contains the document.

• Create Exhibit: Creates an exhibit record in the Exhibits extra database. (This option is not available on the Document Manager.)

• Delete: Deletes document links.

• Bill: Bills for documents.

You can also use the Clear All Tags, Tag All, and Invert Tags options to tag document links in the list.