Document tabs

A document tab is a configurable view that helps you organize and sort documents on a case. Each tab displays a filtered view of the documents on the case, making it easier to find and work with related content. You can create multiple document tabs on a case and switch between them to quickly sort and focus on specific documents.

Note: Document tabs do not move documents, they only change how documents are displayed. When you delete a document tab, you do not delete the documents in that tab. They are instead automatically moved to the default tab.

The default tab: Other

Each case always includes a default tab named Other.

  • You cannot rename or delete this tab.

  • Documents that are not included in other tabs appear here.

  • All new documents that are either created on or moved to the case, will be assigned to the Other tab by default.

Show or hide document tabs

To show or hide the document tabs on a case:

  1. Open the detail page of a case.
  2. In the document list, click Show document tabs if the tabs are currently hidden or Hide document tabs if the tabs are currently shown.

Create a document tab

You can create document tabs on all cases that you have write access to. When you have created the document tab, it becomes visible and available to all users with access to the case.

To create a document tab:

  1. Open the detail page of a case.
  2. Ensure that document tabs are visible.
  3. Click Add document tab.
  4. Enter a name and optionally select a tab color.
  5. Click Create.

Edit or rearrange document tabs

If you have write access to a case, you can edit and rearrange all document tabs that have been added to the case by you or other users. To edit or rearrange tabs in a document list:

  1. Open the detail page of a case.
  2. Ensure that document tabs are visible.
  3. Click Edit document tabs.
  4. In the Edit document tabs dialog, you can do one or more of the following:
    • Rename a tab
    • Change the color of a tab
    • Drag tabs to reorder the display order
    • Create new tabs
  5. Click Save.

Delete a document tab

If you have write access to a case, you can delete all document tabs that have been added to the case by you or other users. If you delete a document tab the documents in that tab are automatically moved back to the default tab Other.

To delete a tab:

  1. Open the detail page of a case.
  2. Ensure that document tabs are visible.
  3. Click Edit document tabs.
  4. In the Edit document tabs dialog, click Delete next to the document tab that you want to remove.
  5. Click Save.