Migration Manager User ManualWorking with FilesLetters and Documents The Documents TabHow to use the right click menu options in the Documents tab

How to use the right click menu options in the Documents tab

Released in version 8.3.7 of Migration Manager.

The Documents tab contains all of the documents, forms and correspondence that relate to a particular matter. This article provides details on what all of the right click menu options in the Documents tab can do. To activate the right click menu, go to the Documents tab, select an item and then right click on your mouse. The menu will now appear.

The same right click options are availabe in Flat or Tree View.

Note that a lot of the options available in the right click menu are also available in the menu bar.

1. Open Document

Clicking the Open Document option, will open the currently selected document. For example, if you click Open Document whilst a Word document is selected the selected item will open in Microsoft Word.

2. Preview

The Preview option will open the selected document in the Document tab Preview window. The Preview window provides a quick way to view the contents of any document in Migration Manager without having to actually open the documents up in different programs.

3. Edit

If you click the Edit option, you can edit the name/Title , the Keywords, Status, Responsibility and Review Date of a selected document.

4. Delete

Clicking the Delete option will delete the selected item(s). When you click Delete you will be prompted to confirm that you do in fact want to delete all of the selected items. Click Yes to confirm the deletion.

5. Move To

The Move To option enables you to move selected documents to any other folder in any matter in Migration Manager. Note that if you move a document, it will no longer be in the orignal folder (as contrasted to using the Copy option). When you click Move To you will be prompted to select the matter and folder you want to move the item to.

When you have selected where you want to move the selected item to, click Move to finalise the transfer.

The item will now be moved.

6. Copy To

The Copy To option enables you to copy selected documents to any other folder in any matter in Migration Manager.  When you click Copy To you will be prompted to select the matter and folder you want to copy the item to.

When you have selected where you want to copy the selected item to, click Copy to finalise the transfer.

The item will now be copied in to the selected location.

7. Convert to PDF

If a Word document has been selected, clicking the Convert to PDF option will create a PDF version of the selected document. To perform the conversion, select the document you wish to convert and then right click and select Convert to PDF.

A PDF version of the Word document will now be saved to the file.

8. Send To

The Send To button allows you to internally send a document to another user in Migration Manager via their Document Inbox. To send a document to someone's inbox, select the item and then click Send To, and then choose the staff member you want to forward the item to.

The item will now be sent to that selected user's Document Inbox.

9. Email To

Clicking the Email To right click option will enage the email function in Migration Manager which will enable the user send the selected documents in or as an email. To send a document as an email or as an attachment on an email, select the item and then click Email To. For full instructions on how to send documents via Email please see: How to send a Letter or Document via Email

The Email To window will now appear. Now select the email addresses that you want to send the email to by clicking the Add button.

If the document you are sending is a Word document, you can select whether to embed the content of the document in the body of the email or have it as an attachment by switching the Attach slider.

To generate the Email, click Create Email. The email will now open in Outlook.

10. Upload to Portal

The Upload to Portal option allows you to upload selected documents to the Client Portal.

Clicking the Upload to Portal button will bring up the Portal Messaging window. For full instructions on how to send documents to the client via the Portal please see: How to send a Letter or Document via the Secure Client Portal

11. Mark as Complete

Clicking the Mark as Complete option will set the status of a document as complete. This feature is used if you have set review dates for a document and now wish to mark the monitored item as having been attended to.

If you click Mark as Complete the status of the selected document will now be set to Complete

12. Change Status

Clicking the Change Status option will enable you to chane the status of a document. This feature is used if you want to set review dates for a document in order that they appear in a users Document Inbox.

If you click Change Status, you will then have the ability to select one of the status options. The status of the document will now be changed to the selected option.

13. Import Data

The Import Data button allows you to start the PDF Questionnaire import process. To begin the import, select the PDF Questionnaire and then click the Import Data button. For full details on how to import a Questionnaire see: Importing Questionnaires