Editing Workfile Information

To edit Workfile information

  1. Select View > Workfiles from the menu bar. The workfiles Search screen opens.
  2. From the workfiles search criteria panel, click on Views. The Views Search screen opens.
  3. Select All from the All Open Workfiles search criteria panel.
  4. Double-click the workfile. The Workfile Details screen opens.
  5. Select the appropriate tab, and then edit the information in the screen.
  6. Click Save or Save and Close.

Overview

Workfiles

 

 

 

 

 

 

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