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Reorder Documents

Why do this?

Reordering documents allows you to list documents in a particular order, which is especially helpful when completing workflows containing multiple main documents.

Who can do this?

  • Admin

  • Current Phase Owner

  • Current Phase Mediator

When can you do this?

Where can you do this?

You can reorder documents under Document Versions in the workflow panel.

How to Reorder Documents

  • In the Phase Info tab, click Document Versions.

  • Click Reorder (Off).

    • It will change to Reorder (On).

    • The document file icons will change to drag icon icons.

  • Mouse over the file you want to move.

    • The cursor will change to a hand icon.

  • Drag and drop the file to where you want to see it in the list.

    • When you release the mouse button, a “Document moved” message confirming reorder will appear briefly.

    • The new order in the Document Versions panel will be reflected in the tab order of the Document Viewer.

How to Cancel Document Reordering

  • Simply drop the document in its original location.
    Mouse anywhere outside of the Document Versions area and drop the document.
    Click the ESC button while holding the document.

Attachment Management

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