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  2. Download Doc list

How do I download my Doc List?

Download the Doc List output by clicking the Download Doc List button.


                              Downloading the Doc List

Where is the Download Doc List button located?

The Download Doc List button is located on the Case in the top banner.Download Doc List

Caution: All Doc Lists are independent of each other. To download a specific Doc List, make sure you are on the correct Doc List Tab. 

How do I download the Doc List?

There are two options to download the Doc List output:

  1. Click the Download Doc List Button
  2. Select one of the options in the drop-down list

Clicking the Download Doc List Button

Download Doc List Button

Clicking on the Download Doc List button will download a completed Doc List in PDF format with a hyperlinked table of contents. This is the default download format.

The download will begin immediately after clicking the Download Doc List button. If the download takes longer than usual, a link to the completed output will be sent to your Wisedocs email. You will see the following pop-up on the window:

Download Processing Pop Up

 

Click on the 'Download File' link in the email to download your file.

Doc List Ready to Download Email

 

Selecting options from the drop-down list

There are multiple output options from the drop-down list for you to choose from. Click on the downward arrow to open the drop-down list and choose from the available formats. Download Doc List Button Option

The available formats for download:

Download Doc List Options
    1. Completed Doc List (.pdf) with Hyperlinks (default)
    2. Doc List + Notes (.pdf)
    3. Doc List (.docx)
    4. Doc List + Notes (.docx)
    5. ZipFile (.zip)
    6. CSV (Spreadsheet)