Marking Documents

When working with documents, you can select (or "mark") or clear documents from processing. If a document is cleared, it remains visible in the Document Grid View but is not included when exporting to a load file or saving a report.

To mark a file in the Document Grid View

• Click the row to the left of the checkbox in the Document Grid View of the file want to mark.

To mark multiple flies

1. Hold the Ctrl key when clicking rows.

To mark all files in the Document Grid View

• Do one of the following:
• Click Home > Mark All.
• Click the cleared Checkbox column.

To clear all files in the Document Grid View

• Do one of the following:
• Click Home > Mark None.
• Click the selected Checkbox column.

To invert the mark and cleared files

1. Click Home > Invert Mark None.

To clear the mark from files from the Document Grid View

• Click Home > Invert Mark None.