The Documents window shows:
o Request Letter
o Certification Letter (if any)
o Correspondence (if any)
o Invoice (if request has already been processed)
o Miscellaneous Documents (if any)
The Toolbar commands work on the page that is currently shown in the window.
Toolbar command |
Purpose |
Move Up Move Down |
Move ahead or back in the document. If you’re viewing the first page, the Previous button isn’t available. If you’re viewing the last page, the Next button isn’t available. |
Page X / Y |
Shows the current number of the page being shown. Enter a page number to "jump" to it. |
Delete Page |
Remove the page from the document. |
Zoom buttons |
The - and + buttons zoom out and in. |
Rotate Right Rotate Left |
Turn the selected page 90 degrees right or left. |
Magnification level |
You can choose a specific zoom level from the list. The default is Fit Width. |
Attach |
Add a file from your computer or network. During Fulfillment, you cannot attach new pages to the Request Letter. Use the Edit command to change the Request Letter during Fulfillment. |
Download |
Download the document(s) associated with the request as a single PDF file. You can choose which documents to download. If you download Medical Records, the PDF will be encrypted. |
Scan |
Scan paper document. During Fulfillment, you cannot scan new pages to the Request Letter. Use the Edit command to change the Request Letter during Fulfillment. |
Print documents currently associated with the request through a local or network printer. |
|
Settings |
Change Scanner and Blank Page Detection settings. |
Redact / Undo / Save |
The Toolbar commands vary by user role. For example, a New Requester Team member can’t Delete pages from the Request Letter.