Documents Tab

About the Documents Tab

The Documents tab of the IPRO Eclipse workspace can include the following components:

• Case table: the contents of the case table are unique to your organization’s cases and how your administrator has configured IPRO Eclipse. A subset of case table data displays in a Batch, Search Results, Smart Folder, or Analytics tab in this area.

• Record View pane: presents the field content for a single record. This view is typically used to for editing fields (coding). Your administrator will configure specific sets of fields (coding forms) to help ensure an efficient review cycle.

• Relationships (Tally) pane: presents details on a variety of relationships, such as family relationships, duplicate documents, and custom relationships defined by your administrator. This pane can also be used to display details (tallied results) for a field selected in the case table.

This section presents full details on these components and their use.

Permissions Required

Specific permissions govern your ability to perform many of the tasks in IPRO Eclipse. If you have any questions about your ability to perform a particular task, contact your administrator.