View Information Sharing Dossier
  • 25 Sep 2024
  • 1 Minute to read
  • Dark
    Light

View Information Sharing Dossier

  • Dark
    Light

Article summary

OWL Software Edition Module or Feature Available In

Standard

Advanced

Enterprise

Enterprise Plus

Enterprise Advanced

Smart City

Complete information sharing details can be found within the View Information Sharing Dossier action item within the View- Edit Information Sharing page.  All associated Templates and OWLdocs can be viewed and managed.

Steps to View Information Sharing Dossier:

  1. Hover over Case Management.

  2. Hover over Information Sharing.

  3. Click View-Edit.

  4. Click the action menu under the Action column for the relevant information sharing record.

  5. Click View Information Sharing Dossier.

  6. The Information Sharing details will open within a new tabA screenshot of a computer  Description automatically generated

  • The information sharing form template attached will be visible here and can also be edited from the template edit icon.

  • New file attachments can be added to under the OWLdocs section. Click Browse Files.  Select appropriate attachments and click Upload to complete this action.

A screenshot of a computer  Description automatically generated


Was this article helpful?

ESC

Eddy AI, facilitating knowledge discovery through conversational intelligence