View / Edit - Introduction

The Tab View puts all information about an Item within a single mouse click. This section summarises the features common to all Tabs. You can switch between the Tab View and the Grid View using the button at the bottom.

The Top Menu

At the top is a Menu with functions relevant to the current Selection.

GoTo Item Jump to an Item in the current Selection by Date, User Order No, Item No or List No
Images Mail an Image directly from the Tab View and see Redaction Information
Names A cut-down version of the Names Menu on the Control Panel (you can add new Names but not edit or delete Names from here)
Settings You can add to the Keywords List, Site Comments List and Text Search List from here

Numbers and Item Links

Below the menu is information about numbers and Item Links

Item No The unique number allocated to each Item as it is added
List No The number given to an Item in the Disclosure List as served [More]
X of Y The position number in the current Selection
Item Links A summary of the links between the current Item and others in the Case (e.g. Attachments) [More]

The Tabs

There is a summary of each tab in Main Components or click on the tab names below.

The bottom of the Tab View

The slider bar can be dragged to an approximate position within the Selection - drag it to the middle to be roughly half-way down the Selection.

There are buttons to Add, Delete and Edit Items. When you are in Edit mode, editable fields have a white background. Only a user with exclusive use can delete an Item.

The In Chronology check box provides a way of distinguishing an event from a document or other tangible Item. See the Manual section called Chronology Items. Another check box activates Images (this is ON by default).

The button Grid View takes you to a tabular view of the Items with fewer fields and additional functions.

Navigation Tips

To hop to another Item, type the Item Number in the Item Number box and press the tab key. If that Item is in the current Selection, you will be taken straight to it. If List Numbers have been allocated, you can do the same with them.

The GoTo Item Menu allows you to jump quickly to an Item in the current Selection by reference to its Date, User Order No, Item No or List No.

See above as to using the slider bar to move within a Selection.