Add to Cart and Other Activities

Explore Job Aids for more help:

Job Aids

• How to Send a Document for Signature
• How to Mass Copy a Document to All Sites

Adding a document to the Documents Cart can be done with a simple click and drag from the grid to the cart but, if that does not work, a document can be added to the cart via the Add to Cart option in the Document Activities Menu.

Refer to the Document Cart section for detailed steps to manage documents from the documents cart.

Add as Favorites

Marking a document as a favorite makes it appear in the My Favorite Documents dashlet on the dashboard and provides a direct link to the document from that dashlet.

To mark a document as favorite, follow the steps below:

1. Click the star icon on the document line in the grid.
2. Additionally, open the Document Activities menu by right-clicking or clicking on the three-dot icon and selecting Add to Favorites.
   
   
   
3. Similarly, select Remove from Favorites option to remove the document from the favorites list.

Some functions, such as text-specific redaction, require that the document has OCR (Optical Character Recognition) applied.

To apply OCR to a document, follow the steps below:

1. Select the OCR option from the Document Activities menu.
2. On the Select OCR Language popup, select up to 5 languages for the OCR.
3. Click on the OK button.
   
   
   
4. Once the document is successfully processed, the OCR column within the documents grid displays the processed status.
   
   
   
5. To revert OCR, select the Revert OCR option from the Document Activities menu.
6. On the Revert OCR confirmation popup, click on the Yes button.
   
   
   
7. Once OCR is successfully reverted, the OCR column within the documents grid displays the corresponding status.
   
   
   

To convert non-PDF files into PDF files, follow the steps below:

1. Select the Convert Non-PDF to PDF option from the Document Activities menu.
2. Access the View by dropdown and select the Processing view.
3. Expand the PDF Conversion folder and select the Processed sub-folder to view the document converted into a PDF file.
   
   
   

To send a document for eSignature through the document activities menu, follow the steps below:

1. Select the Send for eSignature option from the Document Activities menu.
2. On the Send for ESignature screen, select the eSignature type as Parallel or Serial.
3. Add the users to whom the document is to be sent for ESignature.
4. Click on the OK button.