Related article: Attaching documents to features in Gardiant Works
The Closing Report tool is used to organize existing documents and compile them into a single PDF, ready for use.
In order to create a Closing Report document, go to the Reports tab on the case in question, and click on the Closing Report option:
Add documents to the Closing Report tool from within the case or upload them from your computer (see related article at the top of this article). Leave any fields that are not relevant to the type of Closing Report you are creating blank.
Some fields will allow you to attach only one document; other fields will allow you to attach multiple documents:
If a category allows only one document, but several documents have been added, the Too many items selected message will appear in the right bottom corner of the window. You may remove documents from the Selected Documents area by clicking on the X at the end of the document name, or by clicking on the document line on the left hand side of the screen:
You can re-order the documents by clicking on the handle to the left of the document title, and dragging up or down:
After all documents have been added to the Closing Report tool, you can Save as PDF which will create a file that is saved in the Documents tab of the claim:
You have the option to either leave the document title in the Closing report + today's date format, or you can change the title to something else:
The created document will include every document that you added to the Closing Report tool, and combine it all into one PDF file.
If you need to create a new Closing Report and you will not use any of the documents that you currently have attached, you can easily clear all documents from all fields by clicking on the Clear button.
Once the document is generated, you can view it by going to the Documents tab on the case:
