Cases - Intake - Documents Navigation

  • Updated

This article explains how to navigate to the Documents main interface from the Cases and Intake workspaces, as well as from within the Project and Lead Management interfaces.

 

 

 

 

How to Navigate to the Documents Menu in the Cases Workspace

To navigate to the Documents dashboard in the Cases workspace follow these steps:

  1. Click the grid icon and select the Cases workspace.
  2. Navigate to the Documents menu. The Documents page is displayed with the ALL DOCUMENTS tab selected by default.

5 STEPS

1. To navigate to the Documents dashboard in the Cases workspace, click the grid icon.

2. And then select the Cases workspace.

3. Next, navigate to the Documents menu.

4. And the Documents page is displayed with the ALL DOCUMENTS tab selected by default.

5. That's it. You're done.

https://www.iorad.com/player/2693352/Cases---Intake---How-to-Navigate-to-the-Documents-Menu-in-the-Cases-Workspace?iframeHash=watchsteps-1&lang=en



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How to Navigate to the Documents Menu in the Intake Workspace

To navigate to the Documents dashboard in the Intake workspace follow these steps:

  1. Click the grid icon and select the Intake workspace.
  2. Navigate to the Documents menu. The Documents page is displayed with the ALL DOCUMENTS tab selected by default.

5 STEPS

1. To navigate to the Documents dashboard in the Intake workspace, click the grid icon.

2. And then click Intake workspace.

3. Next, navigate to the Documents menu.

4. And the Documents page is displayed with the ALL DOCUMENTS tab selected by default.

5. That's it. You're done.

https://www.iorad.com/player/2693365/Cases---Intake---How-to-Navigate-to-the-Documents-Menu-in-the-Intake-Workspace?iframeHash=watchsteps-1&lang=en



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How to Navigate to the Documents Section within a Project

To navigate to the Documents section within a project, follow these steps:

  1. Click the grid icon and select the Cases workspace.
  2. Navigate to the Projects menu.
  3. In the ALL  PROJECTS page, locate in the list the project to open and click on its name. The Project Management page is displayed. 
  4. Select the Documents section. The Documents page is displayed with the ALL DOCUMENTS tab selected by default, where all the documents related to the current project are listed.

7 STEPS

1. To navigate to the Documents section within a project, click the grid icon.

2. And then select the Cases workspace.

3. Then navigate to the Projects menu.

4. In the ALL PROJECTS page, locate in the list the project to open and click on its name.

5. The Project Management page is displayed. Then, select the Documents section.

6. The Documents page is displayed with the ALL DOCUMENTS tab selected by default, where you can find all the documents related to the current project.

7. That's it. You're done.

https://www.iorad.com/player/2693390/Cases---Intake---How-to-Navigate-to-the-Documents-Section-within-a-Project?iframeHash=watchsteps-1&lang=en



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How to Navigate to the Documents Section within a Lead

To navigate to the Documents section within a lead, follow these steps:

  1. Click the grid icon and select the Intake workspace.
  2. Navigate to the Leads menu.
  3. In the ALL LEADS page, locate in the list the lead to open and click on its name. The Lead Management page is displayed. 
  4. Select the Documents section. The Documents page is displayed with the ALL DOCUMENTS tab selected by default, where all the documents related to the current lead are listed.

8 STEPS

1. To navigate to the Documents section within a lead, click the grid icon.

2. And select the Intake workspace.

3. Then navigate to the Leads menu.

4. In the ALL LEADS page, locate in the list the lead to open and click on its name.

5. In the ALL LEADS page, locate in the list the lead to open and click on its name.

6. The Lead Management page is displayed. Now select the Documents section.

7. The Documents page is displayed with the ALL DOCUMENTS tab selected by default, where all the documents related to the current lead are listed.

8. That's it. You're done.

https://www.iorad.com/player/2693396/Cases---Intake---How-to-Navigate-to-the-Documents-Section-within-a-Lead?iframeHash=watchsteps-1&lang=en



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Document Management Access 

There are two ways to display and manage a document in Neostella:

Details Side Panel (Quick Management Mode)

The Details Side Panel allows users to manage a document without leaving the document list. It opens as a slide-in panel when the user clicks a document name in the ALL DOCUMENTS, FOLDERS, or TRASH dashboards. This view is designed for quick actions and efficient management while staying on the same page.

At the top of the panel, users can access core actions such as Download, Share, Print, Send, Lock/Unlock, Protect/Unprotect, and Open in SharePoint (available only for supported Microsoft Office files). Users can also navigate between documents using the arrow controls.

The panel is organized into three tabs:

OVERVIEW

MESSAGES

VERSION HISTORY

From this tab, users can:

  • Assign or remove tags.
  • Edit metadata (Name, Document Type, Description, Projects).
  • Delete the document.

From this tab, users can:

  • View the complete message history with sender names and timestamps.
  • Send new messages.
  • Mention users using @username.
  • Format text (bold, italic, strikethrough, links, lists).

All communication remains attached to the document for centralized and contextual collaboration.

From this tab, users can:

  • View the current version.
  • Review previous versions (if available).
  • Refresh the version list.
  • Click ADD NEW VERSION to upload a new file version while keeping the same document record.

This ensures proper version control, traceability, and a clear audit trail of changes.

How to Open the Details Side Panel

  1. In the ALL DOCUMENTS, FOLDERS or TRASH tab, locate in the list the document to manage and click on its name.

The Details Side Panel is displayed, allowing the user to manage the document and navigate between the OVERVIEW, MESSAGES, VERSION HISTORY and SIGNATURES tabs.

3 STEPS

1. In the ALL DOCUMENTS, FOLDERS or TRASH tab, locate in the list the document to manage and click on its name.

2. The Details Side Panel is displayed, allowing the user to manage the document and navigate between the OVERVIEW, MESSAGES and VERSION HISTORY and SIGNATURES tabs.

3. That's it. You're done.

https://www.iorad.com/player/2692781/Cases---Intake---How-to-Open-the-Details-Side-Panel?iframeHash=watchsteps-1&lang=en



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Document Management Page (Full View Mode)

The Document Management Page (Full View Mode) provides a complete workspace to review and manage a document in a split-screen layout. It is accessed by clicking the View from the dashboard or by selecting Open from the Details Side Panel.

In this view, the screen is divided into two main sections:

Document Visor (Left Side)

The Document Visor displays the full document content and allows users to:

  • Scroll through pages.
  • Zoom in or out.
  • Adjust the page view.
  • Search within the document (if supported by the file type).
  • Navigate between pages.

This section is designed for focused document review.

Details Side Panel (Right Side)

The Details Side Panel allows users to manage a document in the Document Management Page (Full View Mode) This view is designed for efficient management of the selected document.

At the top of the panel, users can access core actions such as Download, Share and Open in SharePoint (available only for supported Microsoft Office files). 

How to Open the Document Management Page

There are two ways to access the Document Management Page.

  1. In the ALL DOCUMENTS, FOLDERS, or TRASH tab, locate the document and click the View icon.

3 STEPS

1. In the ALL DOCUMENTS, FOLDERS, or TRASH tab, locate the document and click the View icon.

2. The Document Management Page in the full view mode is displayed, allowing you to review and manage the selected document using a split-screen layout.

3. That's it. You're done.

https://www.iorad.com/player/2692788/Cases---Intake---Documents---How-to-Open-the-Document-Management-Page--1-?iframeHash=watchsteps-1&lang=en



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OR
1. In the ALL DOCUMENTS, FOLDERS, or TRASH tab, locate the document and click its name to open the Details Side Panel. Then, click the Open button inside the panel.

4 STEPS

1. In the ALL DOCUMENTS, FOLDERS, or TRASH tab, locate the document and click its name to open the Details Side Panel.

2. Then, click the Open button inside the panel.

3. The Document Management Page in the full view mode is displayed, allowing you to review and manage the selected document using a split-screen layout.

4. That's it. You're done.

https://www.iorad.com/player/2692798/Cases---Intake---Documents---How-to-Open-the-Document-Management-Page--2-?iframeHash=watchsteps-1&lang=en



Next step

The Document Management Page is displayed. In this view, the document content appears in the Document Viewer on the left, while the Document Details Panel on the right allows you to manage metadata, messages, and version history.