Documents Cart

A Documents Cart allows users to collect queries for easier management. The Queries Cart helps streamline the process of handling multiple queries at once without repeatedly selecting them.

To add a document to the Document Cart, follow these steps:

1. In the grid view, Hover over the document that needs to be added to the cart.
2. Click and hold on to the query then drag it toward the Document Cart at the top and release the document into the cart.
   
   
   
3. Once added click on Document Cart the added document will appear in the cart that is added to it and the documents are listed with a Title, Document Type Name, and Index.
   
   
   
4. Check the checkbox next to the Query ID the query will be highlighted and the user can perform actions to Assign to. (To Assign Auditors, refer to the Assign To section above.)