My Documents
Justis allows you to save links to documents so that you can view them again without having to repeat your search. The links are stored on the Justis web server, and so you can access them from any computer. My Documents is located in the History section of My Justis.
- Saving a document
- Managing your saved documents
- Filtering your saved documents by date
- Client codes
- Printing, saving or emailing
Saving a document
While you are viewing a document on the Document screen, click the “Save Document” button in the Document Options panel. You will see a notice that your document has been saved.
If you want to save a document that you have viewed previously, click the “My Justis” tab and then the My Trail button. Locate your document in the list, and then click the blue star icon to the left of it, so that the star becomes yellow. You can also save older documents, by using the calender to locate them.
Managing your saved documents
Your saved documents are listed in My Justis – click the “My Documents” button in the History section.
You will see a list of all of your saved documents.
To the left of the names of the saved documents, there are check boxes and icons that provide 3 options:
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Click to place a tick in one or more check boxes, and then select an option from the “Client Code Actions” drop-down. |
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Click a yellow star so that it turns blue, to remove a saved document from the list. This does not delete the document from My Trail, so you can save the document again if you need to. |
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Click a document icon to view the saved document on the Document screen. |
To the right of the names of the saved documents, you can see the client code and the date and time when the document was saved. To see only the documents for a particular client, click the client code.
To change the name of a saved document, click its name, and a dialog box will open:
Edit the text in the “Name:” text box, and then click the “Save and Close” button.
Filtering your saved documents by date
You can filter the list of saved documents by date (using the calendar on the right) or by client codes.
In the Calendar, the “Today” link shows you only the documents that you have saved today. The “All” link shows you all of your saved documents.
The month links allow you to navigate through the calendar, and they also filter the list to show all of the documents that you saved in a particular month. Click a day within the calendar to see all of the documents that you saved on that day.
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White background – no activity on this day |
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Light blue background – some activity on this day |
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Dark blue background – the day under your mouse pointer |
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Light green background – today |
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Red background – list of documents is restricted to this day |
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Light grey background – a day in the previous or next month |
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Dark grey background – a day in the future |
Client codes
Justis allows you to attach a client code to any of your saved documents. If a client code is in operation when you save a document, then the document is automatically flagged with the code. You can also delete, add or change codes manually.
To assign a client code to a saved document, click to place a tick in the check box to the left of a document, and then select an option from the “Client Code Actions” drop-down.
To restrict the list of saved documents to those for a particular client, click the appropriate code in the list beneath the calendar. You can also click the code in the list of displayed documents.
You can use the calendar on the right of the screen to restrict the list to the documents that you saved on a particular day or in a particular month. Click the “All” link at the top of the calendar to see the full list again.
Printing, saving or emailing
If you want to print, download or email one or more of your saved documents, click to place a tick in the check box to the left of its name, and then click the appropriate icon above the list.
my-documents.html; last updated 11th April 2007
Copyright © 2006–2007 Justis Publishing Limited
