Appears at the end of the document title only when you can create an alert to monitor changes that may occur in the document, for example, changes in the content of a CaseBase document. For more information, see What is an alert? and How do I create an alert?

Appears at the end of the document title only when the document is opened from a folder. Select this to edit the document name and/or the matter ID assigned to the document.

Select this to display the following list of actions you can take related to the document itself.

Link to this page

Select to open a dialogue box that enables you to generate a permanent hyperlink to the current page you are viewing. For more information, see Link to This Page dialogue box.

Select to enter or exit reading mode. In reading mode, the document appears on the screen without navigation, actions icons, and links or other information in the right or left margins. Features such as hyperlinks or filters contained in the document itself remain, however, and document highlighting and the other options contained on the selected text menu also remain operable. You can also use the Increase/Decrease Font Size icons () to increase or decrease the size of the document text in reading mode.

Appears only when the document is opened from a folder. Select Add Note to add a note that will appear below the document title in the folder list and at the top of the document after it is opened from a folder. If the document already contains one or more notes, select View all notes to view all notes in their entirety.

Appears only if the document has not already been added to a folder. Select this to add the document to a folder.

Select the delivery options button to print (), email (), or download () the selected items or to send them to Dropbox ().

The delivery options button contains both an icon and a drop-down arrow. The icon that appears may vary, depending on the type of delivery you last performed. If the icon identifies the action you want to take, and you do not want to change the existing delivery settings, select the icon to perform the desired action. If you want to perform a different type of delivery, and/or if you want to view or change the delivery settings, select the drop-down arrow and choose the option you want from the menu that appears. Also select the drop-down arrow if you want to select the printer-friendly option. For more information, see What is document delivery?

Appears only when the document is opened from a folder. Select this to move the document to another folder.

Appears only when the document is opened from a folder. Select this to delete the document from the folder.

Appears only when the document is opened from a folder. Select this to share the document with one or more other authorised users.

Appears only when the document is opened from a folder. Select this to copy the document to another folder.

Select the down arrow to display options that enable you to skip directly to various sections or locations within the document.

Appears only when the document contains multiple pages. Select the up arrow to go to the previous page; select the down arrow to go to the next. When you open the document, the range of pages you can go to are listed in the box. To skip to a specific page, enter that page number in the box and select either arrow. After you are on that page, select the up or down arrows again to go to the previous or next pages.

Use this control to navigate in the document to the next or previous occurrence of the search term shown to the left of the up and down arrows. You can use the control whether terms highlighting is set on or off (see below). Select the up arrow to move to the previous occurrence of the search term; select the down arrow to move to the next occurrence. After you navigate to a search term, it is highlighted in light blue. If your search expression contains multiple terms, you can select the down arrow at the right edge of the Navigate all terms box to select which term or collection of terms you want to locate.

Select this to search the document for other terms not necessarily included in your original search. A search box appears with up and down arrows to its right. Enter the terms you want to find in the document and select the up or down arrows to go to the previous or next occurrences of the search terms. Note that the search box also supports terms & connectors searches. Select the "X" to the right of search box at any time to terminate the search.

Select the white slider in this control to turn the highlighting of search terms in the document on or off. When the slider is to the right (green background appears on left) terms highlighting is on, and each of the terms in the document are highlighted in yellow. When the slider is to the left (green background appears on right), terms highlighting is off. You can navigate to the individual search terms in the document (see above) regardless of whether terms highlighting is on or off.

Appears only when the document is opened from a results list. Select Results list to return to the results list. Select the left arrow to go to the previous document in the list. Select the right arrow to go to the next document in the list.

After you select a portion of document text, a selected text menu appears with options that enable you to take the following actions:

Copy (Quick)

Select this to copy the selected text to your computer's clipboard so you can paste it into another document using a word processor or text editor. This option does not open the Copy Selected Text to Clipboard dialogue box (see next).

Copy (Advanced)

Select this to copy the selected text to your computer's clipboard so you can paste it into another document using a word processor or text editor. This option opens the Copy Selected Text to Clipboard dialogue box which also enables you to include and format the document citation and to include parallel citations. For more information, see How do I copy and paste selected document text?

Add to folder

Select this to save the selected text to a folder. For more information, see How do I save selected document text to a folder?

Add to search

Select this to use the selected text as search terms in a new search. For more information, see How do I create searches using selected document text as search terms?

Annotate

Select this to annotate the selected text and to highlight it so it appears as if you have marked it with a translucent marker. For more information, see How do I annotate selected document text?

Highlight

Select this to highlight the selected text so it appears as if you have marked it with a translucent marker. For more information, see How do I highlight selected document text?

Indicates the location of an annotation. See "Selected Text Options" immediately above.

Indicates the location of highlighting. See "Selected Text Options" immediately above.

This section of the page contains information about the document. The information varies, based on then type of document, and the section often contains links that enable you to view additional information or take additional actions appropriate to the document.