Access a Document Using Tab Access

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

NOTE: If you haven’t already been given the Tab Access to the Document, see Create a Shortcut to View a Document on a Case Tab article.

• Navigate to the tab you want to access the document from.

• Click on the dark green Documents button.
• Choose the desired file from the drop-down menu.

• The document will appear in a pop-up window.

NOTE: Only PDF and Microsoft Word file types are viewable in the system.