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| Basics |
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| Search and
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| My Saved
Research |
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| Help, Forms and
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My Stored Docs
This is a personal storage place that allows you to store any document you found after executing a search or other type of consultation.
To access here click the My Saved Research tab from the navigation menu. By default, the screen opened will be My Stored Docs.
On the main page you can see a list of all the documents previously saved in different searches. By default they will be placed in order by Stored On date.
Each stored document will have a checkbox, an icon indicating the type of Source (or Resource) and a Flag.
Preceding the document's Custom Label and the document's Name.
Above the stored documents and below the My Stored Docs Toolbar, you will find the following legends:
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Source: this indicates the document's Source (or Resource).
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Custom Label: indicates if the stored document has a current Custom Label assigned to it. By clicking here you can sort your documents by Custom Label.
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Document(s): by clicking here you can sort your documents by their Name.
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Stored On: shows the date in which the document was stored and allows you to put your documents in order by storage date.
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My Stored Docs Toolbar
This toolbar, located at the top, contains the buttons you will have to use to manage your documents:
Open Selected
To open a document, click its corresponding checkbox and click the Open Selected button.
Custom Labels
You can Remove a Custom Label by selecting a document and choosing the Remove Label(s) option. Another option contained in this menu is the Manage Custom Labels, that permits you to create, rename and remove your Custom Labels.
Delivery Method
Click on a document's checkbox and then select the Delivery Method option. A menu will be displayed and you will be able to choose between three options: Print Selected, Download onto a Microsoft® Word file or Email Selected.
Remove selected
To delete documents that you no longer want to keep in My Stored Docs, select them by clicking the corresponding checkbox and clicking the Remove Selected option.
Filter By
This option will allow you to choose the type of documents you want to see displayed on screen, for example: you can opt to see only the documents that correspond to a specific Custom Label, or those marked with a Red Flag. To perform any of these actions, you have to click the Filter By option and choose the desired filter option. You also have the View All Docs option; by selecting this you will be able to see all the documents.
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How to Apply a Red Flag
You will find Flags preceding documents in My Stored Docs section. If you click a Flag, it will turn Red; this function is used to highlight documents for any reason. There are two ways of turning Flags Red. The easiest one is by clicking it when it is not colored. The other one is by clicking a document's checkbox and then by going to Custom Labels and selecting the Apply Red Flag option. You will also find the Remove Red Flag option.
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How to Apply a Custom Label
The Custom Labels help you to organize and gather information by subject, case or whatever you decide. To do this, click the document(s) checkbox(es), then click the Custom Label option located on the My Stored Docs Toolbar, and click the desired Custom Label if the Custom Label has already been created. If you want to create a new Custom Label, go to Manage Custom Labels found in the same toolbar.
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Manage Custom Labels
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To Rename a Custom Label, click the Rename option. Once this is done you are able to modify the Name of the selected Custom Label.
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To Remove a Custom Label just click the Remove option.
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To add (create) a new Custom Label go to the Add a New Custom Label option, enter the Custom Label Name and click the Add button. A new Custom Label will be created with the indicated Name.
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FAQs
Do I have unlimited storage space?
No. You can store up to a maximum of one hundred documents.
Can I open many documents at the same time?
Yes. Just click on the checkboxes to select the desired documents and click the Open Selected button from the toolbar.
Can I send many stored documents by email at the same time?
Yes. Just click the checkboxes to select the documents and then use the Email Selected option from the Delivery Method drop-down menu.
How many Custom Labels can I create?
As many as you need. There is not a maximum established.
How am I supposed to use the Flags?
If you click on a Flag, this will turn Red; this function is used to highlight documents for any reason.
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