Layout
- Debtor Information
Displays the debtor's name, estate number, and file name; of which will help you confirm you're in the right record - Folder Buttons
Clicking any of these buttons will narrow down the list of documents that are contained in the folder button you clicked - Filter Text Box
This text box allows you to narrow down the list of documents based on what you type in - List of all documents
This section will display all the documents that have been uploaded for the debtor across all folders.
If you hover over a document it will display when it was created and last modified.
Legend Key
Icon | Name | Description |
| Refresh | Clears any sorting or filtering that’s been applied, and presents you with the full unadulterated list of documents. |
| Upload | Opens a pop-up to upload a single document |
| Modify | Options to rename, move, and copy a document |
| Download | Download documents |
| Delete | Deletes documents |
| Send to Reviewer | Send a document to review internally |
| Upload to OSB | Upload documents to the OSB |
| Email document | Emails documents |
| More options | Recover deleted documents – directs you to a list of documents that have been deleted |
|
| Create Bundle – allows you merge multiple pdf documents into one new pdf |
