Attachments Toolbar

The Attachments Toolbar allows you to take actions on selected items in the Attachments List. An example Attachments Toolbar is shown below:

These options are described in the following sections.

Add From

The Add From menu allows you to add attachments to the case folder from a variety of sources as shown in the following example:

The options in the Add From menu are described below:

Option	Description
New Document	Create a new .docx file with case-specific attributes directly in the Attachments list NOTE: This example includes case-specific attributes that are not applicable to all applications or case types
New Spreadsheet	Create a new .xslx file with case-specific attributes directly in the Attachments list
My Computer	Upload an attachment from your local computer or a connected network drive
Default Attachments	Select from configurable default attachments which can be created to be available for specific case types
Letter Template	Create new attachments using predefined letter templates, which can be auto-filled with data from this specific case and modified as needed
Case	Import an attachment from another case folder in the system
Barcode Page	Add a document using a barcode scanner

Add Child From

Child documents are indexed underneath a parent document and are used to create and manage document hierarchies with attachments. The procedure to add Child attachments is identical to adding a Parent attachment, however you must first select a parent attachment before adding a Child attachment underneath.

The options in the Add Child From menu are described below:

Option	Description
New Document	Create a new .docx file with case-specific attributes directly in the Attachments list NOTE: This example includes case-specific attributes that are not applicable to all applications or case types
New Spreadsheet	Create a new .xslx file with case-specific attributes directly in the Attachments list
My Computer	Upload an attachment from your local computer or a connected network drive
Default Attachments	Select from configurable default attachments which can be created to be available for specific case types
Letter Template	Create new attachments using predefined letter templates, which can be auto-filled with data from this specific case and modified as needed
Case	Import an attachment from another case folder in the system
Barcode Page	Add a document using a barcode scanner

Edit

Select an attachment from the list and use the edit menu to view and select options for editing case folder attachments.

The options in the Edit menu are described below:

Option	Description
Online	Open the attachment (if applicable) in the online editing tool and edit directly within the eCASE application.
Check Out	Check the document out to yourself for offline editing. Other users will be unable to check the document out while it is checked out to you
Check In	Check the document back in after it was checked out to you.
Discard Check Out	Discard the checkout on the document, returning it to the same status prior to when it was checked out

Manage

Select an attachment from the list and use the Manage menu to manage a number of attachment properties, permissions, signatures, version history, and more.

Option	Description
View/Edit Properties	View and edit the attachment properties and metadata
Permissions	View existing permissions applied to the attachment, or create and apply new permissions
View Signatures	View signatures of approval applied to the attachment
Version History	See a history of the changes or workflow steps completed for the attachment
Re-Index	Reconfigure an attachment's associated metadata
Prepare for Review	Prepare an attachment for document review
Lock	Lock an attachment to prevent other users from editing
Unlock	Remove the lock on an attachment
Delete Document	Remove the attachment from the attachments list
Merge to PDF	Convert one or multiple documents to a PDF file
OCR Document	Perform an Optical Character Recognition scan on the attachment

Send To

eCASE allows you to distribute documentation from the Attachments tab via the Send To menu. The Send To menu contains four menu options:

Option	Description
Email	Send the attachment to an email recipient
Create Reference Link	Create a URL which eCASE users can access to open an attachment, with the option to open the attachment to a bookmarked location
Copy to Clipboard	Copy a reference link to the attachment to your clipboard
Create a Copy	Duplicate the document within the Attachments list

Filter

Use filtering options to locate specific attachments:

First select a filter type, then an operator, and finally a specific filter, then click Filter to narrow down the attachments in the list.

View

Select from two options for viewing the attachments list. The default is the List view which lists the attachments, or a Thumbnail view to display thumbnails of the case folder attachments: