The Document List Window

The Document List window shows all documents stored in that person or property's documents folder. You can open the Document List for a person or property by clicking the Documents button while viewing that record.

The Document List window is available via the Contacts, Family Partners, and Property Addresses screens.

Double-clicking on any file in the list will open it in the application associated with it. When you're done with that file, you can close it and return to Keystone.

If instead you see a No Documents button, that means that either no documents are currently stored for that record or that a document folder has not yet been created for it.

For more information about managing folders, see the Creating and Managing Document Folders section where you can learn more about creating folders in batch, creating a folder for a single person or property, adding files to a folder, and other topics.

For additional information, see the Managing Documents and Pictures in Keystone or the About Document and Picture Files and Folders sections.