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V2 Documents

Updated over a year ago

In order to access the v2 Documents list, open the claim in v2 by using the V2 button next to the claim number in the header:

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Navigate to the Documents tab:

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In this view, you can select multiple documents and view them in one window by using the icon at the top of the list:

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In the separate window, you can edit document information (Title, Category, Type), add Notes, or change the Received Date and either Save or go from one card to the next:

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If you are working with a PDF document, use Apply OCR to convert the text so it can be easily searched and/or copied:

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In order to deselect multiple documents, click on the X at the top of the list:

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Multiple filters, including a custom filter, are available:

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To differentiate between CAC documents that have been viewed in Gardiant/ downloaded from CAC vs. ones that have not been viewed/downloaded, notice the PDF icon that is not dotted vs. the one that is dotted:

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Click on the column icon at the top of the list to open the column selector:

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You can choose to see who is the last person who viewed a document, the date it was last viewed by somebody else, and the last time you viewed that same document:

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