Advanced Menu options can be accessed by Clicking this icon in the top right corner of the window (also known as a Hamburger Menu).
Many of the Advanced Menu Options are only visible if you are viewing a document. When viewing a document you have these options.
Upload Files-
When you select the “upload files” option this window will appear. If you are viewing a document the fields will be populated with the index information from that document.
To upload a document you can “drag and drop” the file from anywhere or you can click the “select files…” button and browse out the location of the file and select the file you would like to upload.
Download PDF-
This option will display this message (see image). Then a PDF of the document will be downloaded according the preferences of your web browser.
Typically that means the PDF can be found in your “Downloads” folder
Print-
This option will display this message (see image). Then the print window will appear allowing you to select your typical printer options.
Add Index-
This option is used to give the document you are viewing multiple/additional indexes. Indexes are added and not replaced with this option, allowing documents to be searched for and retrieved using Multiple indexes for the same image(s).
Modify-
This option is used to change/replace the index information of a the document you are viewing. This permanently replaces the index information.
Delete-
This option is used to delete/remove all index information of the document you are viewing. This permanently removes the index information and the ability to retrieve the document.
Send with DocuSign-
