Documents Cart

The functions available to a user via the documents cart will vary based on access level.

The Functions Available in the Document Cart:
  • Adding Documents: Users can add selected documents into the cart by drag and drop to the Document Cart.

  • Copy to Another Room / Copy to Investigative Sites: Enables transferring selected documents across rooms or sites.

  • Linking / Merge Documents: Supports version control and document management by allowing side-by-side comparison or merging of document versions.

  • Audit Preparation: Add documents to an audit or create an audit profile.

  • Download / Email: Export or share grouped documents directly from the cart.

  • Mass Coding: Apply metadata, codes, or tags to multiple documents at once, saving time.