After a document has been added to the History of a case, you can continue to work with it from the History line. The available options depend on the document type, system settings, and whether the History line is still available to amend.
Open document options from the History
Open the relevant case in Compact+.
Go to the History.
Find the History line for the document you want to work with.
Right-click the History line.
Select the option you need from the menu.
History document options
Option | What it does |
Display Document | Opens the document associated with the selected History line. |
Amend Document | Lets you edit the document behind the History line, if it is still within the allowed amendment period. This is usually 5 days. |
Resend Document | Creates a new History entry with a copy of the selected document. Use this if the original History line is locked. |
Amend History Details | Lets you change the details shown on the History line. |
Prints a copy of the document. | |
Quick Print | Sends the document directly to your default printer. |
Email/Fax | Attaches the selected History document to a new Send Email or Send Fax action. |
Amend a document in the History
Right-click the document’s History line.
Select Amend Document.
Make the required changes.
Save the document.
The Amend Document option is only available for a limited period, usually 5 days. After this, the History line is locked.
Resend a document
Right-click the document’s History line.
Select Resend Document.
Compact+ creates a new History entry with a copy of the document.
Use Resend Document when the original History line is locked or when you need to create a new copy of an existing document.
Print a document from the History
Right-click the document’s History line.
Select either:
Quick Print to print to your default printer.
Print to choose a printer before printing.
Email or fax a document from the History
Right-click the document’s History line.
Select Email/Fax.
The selected document is attached to a new Send Email or Send Fax action.
Important
Documents in the History may become locked after a set number of days, usually 5. If you cannot amend the original document, use Resend Document to create a new History entry with a copy of the document.