Copying documents to Research Folders

You can easily copy (and save) any document that you find in IntelliConnect to a Research Folder. (Note: You can create Research Folders just prior to saving documents via the "Create New Folder" option.)

To copy/save a document to a Research Folder:

• With the document that you want to save to a Research Folder open in the preview pane, click the Save/Email drop-down menu located at the top of the document and select Save document to Research Folders.

The first time you save a document to a Research Folder, the "Create New Folder" dialog box is displayed.

• Type the name of the folder in the space provided and click OK.

Note: The folder name is pre-filled with the current date, which is the system default. You can leave the folder name as-is or type in a different name.

- Or -

If you currently have at least one Research Folder, the "Copy selected document(s) to Research Folders" dialog box is displayed.

• Click the drop-down menu, select the folder into which you want to save the selected document, and click OK. (Note: To save the document to a new Research Folder, select Create New Folder from the drop-down menu, click OK, type a name for the new folder in the space provided, and then click OK.)

After creating or selecting the Research Folder, the Include User Annotations? Dialog box is displayed.

Select from one of two options:

• Include Notes and Highlights – Select this option if you want your notes and highlights saved with the IntelliConnect document into the selected Research Folder.

• Exclude Notes and Highlights – Select this option if you only want your IntelliConnect document saved into the selected Research Folder. Your notes and highlights will not carry over into the selected Research Folder.

Click OK.

The document is saved to the selected Research Folder, and a folder icon is displayed in the upper, left-hand corner of the document to indicate that the document has been added to a Research Folder.

TIP! You can click the Open Research Folder icon to open the Research Folder into which you saved the document.

To copy/save multiple documents to a research folder:

• With a document list displayed in the search results window pane, click in the checkboxes of the documents you want to save to a Research Folder (or click in the checkbox next to Select all on page to quickly select all of the documents on that particular page of the document list).

• Click the Save drop-down menu and select Save selected to Research Folders.

If you have not yet created any Research Folders, the "Create New Folder" dialog box is displayed.

• Type the name of the folder in the space provided and click OK.

Note: The folder name is pre-filled with the current date, which is the system default. You can leave the folder name as-is or type in a different name.

- Or -

If you currently have at least one Research Folder, the "Copy selected document(s) to Research Folders" dialog box is displayed.

• Click the drop-down menu, select the folder into which you want to save the selected document, and click OK. (Note: To save the documents to a new Research Folder, select Create New Folder from the drop-down menu, click OK, type a name for the new folder in the space provided, and then click OK.)

The documents are saved to the selected Research Folder, and a folder icon is displayed in the upper, left-hand corner of each document to indicate that the document has been added to a Research Folder.