Create a Shortcut to View a Document on a Case Tab

How to view a document from any tab in a case file.

• Navigate to the Documents Tab of a case.

Note: Your case tabs may be in a different order depending on your Profile Settings. 

• Search for the document that needs to be edited.
• Click on the arrow at the end of the desired document row.
• Select Edit Details from the drop-down menu.

• A pop-up window will appear.
• Click on the box labeled Tab Access.
• Begin typing the tab you want the document to be accessible from. Choices will appear that match your entry.