Update pages in a document

Each file that is associated with a document appears as a page in the document. For example, the pages in a document can include TIFF files or native files.

You can update the pages in a document. For example, if an image is blurry, you can replace the page with a clear image. As another example, you can reorder the pages in a document.

Note: You cannot update the pages of a locked production rendition.

The permissions set by your administrator determine access to this feature.

Add pages to a document

You can add pages to a document.

Caution: Adding pages to a document changes the documents in the case. If you are not familiar with the document set, this can cause unexpected errors. In addition, pages that are added to a document are not automatically searchable. Although group members and group leaders can add pages to a document if they have permissions, typically, a case administrator performs this task.

Group members and group leaders can add files from a computer or a network location.

Administrators can add files from the file repository.

To add pages to a document:

Select the document that you want to add pages to.

In the View pane, on the View menu, click Update pages.

The current pages in the document, including images and other files that are part of the document, appear.

Depending on the location of the file that you want to add, select from the following:

To add files from a computer or network location, do the following:

Click Add from file.

Select the file to add. To select multiple files, press Ctrl and click the files to add. Then click Open.

To add files from the file repository, do the following:

Click Add from repository.

Select the check box next to the files to add.

Click Save.

To change the order of the pages in the document, in the Order column, click an existing number. Type a new number, and then click outside of the box.

By default, the file name is used as the page label. To change a page label, click the Label, and then type a value.

Click Close.

Remove pages from a document

You can remove pages from a document.

Caution: Removing pages from a document changes the documents in the case. If you are not familiar with the document set, this can cause unexpected errors. Although group members and group leaders can remove pages from a document if they have permissions, typically, a case administrator performs this task.

To remove pages from a document:

Select the document that you want to remove pages from.

In the View pane, on the View menu, click Update pages.

Select the check box next to each page that you want to remove.

Click Delete.

If you have permissions, you can delete the file from the application file repository. To do this, select the Also delete from repository check box.

Note: If a file is associated with another document, the application removes the page from the current document, but does not delete the file from the file repository or from other documents. To remove the file completely, delete the file from each document that contains the file.

Click OK in the confirmation message.

Click Close.

Change the order of pages

To change the order of pages in a document:

Select a document.

In the View pane, on the View menu, click Update pages.

In the Order column, click an existing number. Type a new number, and then click outside of the box.

Click Close.

Edit a page label

By default, the application assigns the file name for a page as the page label. You can modify page labels. For example, a page label for a rendition can be a Bates number.

To edit a page label:

Select a document.

In the View pane, on the View menu, click Update pages.

Click a Label, and then type a value.

Click Close.