Services

Services are tools that are available when a case (work product), object or document is dragged:

The services screen appears at the top left corner of your screen and the object being dragged can be dropped into any of the service icons shown.

IconServiceDescription
 
 For documents...
ViewDisplays the document in its default viewer
PrintPrint the document
FaxFax the document
E-MailSend document as an e-mail attachment
PDF ExchangeSends document to Associate via Dropbox
PublishPublishes document to the Document Portal
SearchDisplay cases (work product) that have something in common with document content
Google Cloud PrintPrint the document using Google Cloud Print
 
 For cases (work product) or object...
Quick MessageSend the case (work product) or other object to an Associate as a Quick Message attachment
PackPack the case (work product) into a directory
Pack PDFPack the case (work product) into a PDF file
Thing To DoAttach the case (work product) or other object to a Thing to Do
AppointmentAttach the case (work product) or other object to an Appointment
eC Access AppointmentAttach the case (work product) or other object to an eC Access Appointment
QuickEAMSRuns QuickEAMS Maker using case (work product)

Note that the services shown will change depending on what services are available for the object that you are dragging.

 

Example

An example of a service in action can be found at Google Cloud Print page.