Open a Native File

Native files are the electronic source documents, such as email files, Microsoft® Word files, and other files, upon which the documents in your case are based.

If your case includes native files, they are identified in the case table by a native file icon in the leftmost column of the table. Each icon represents the type of file, such asfor email files.

It may be useful for you to open a native file for viewing, for example, if a TIFF image file is fuzzy.

Note: You will be able to open native files if you have been given the privilege and you have the needed software program on your computer.

To open a native file using the native application, make sure you have the native application. Then follow these steps:

  1. On the Dashboard, click the Review module.

  2. Select a Client and Case and click Open.

  3. In the Case View or other tab (search results, etc.) in the documents pane, select  the needed record.

  4. Take one of the following actions:

    • In the Case View (or other) tab's leftmost column, double-click the native file icon corresponding to the selected record. For example, the icon for an email file is .

    • In Record View, click the edit button, , then click the paperclip, , in the Record View toolbar.

  5. If Review cannot find the software program needed to open the file, a Windows message will ask you to either allow the Windows Web service to find the program, or select it yourself.

  6. If you receive the Windows message, select a method for locating the program and click OK.

  7. Examine the file contents as needed. Perform activities allowed by the native application, such as saving or printing the file. Do not attempt to change the file.

  8. When finished, close (do not save) the native file.

Note: If you lack the native file privilege or do not have the appropriate programs, you can view native files in the Quick View tab. Quick View includes a file viewer that will display all common file types. SeeView a File on the Quick View Tab.


Related Topics

Overview: Case View Pane