This article outlines how to open a file that has been saved to a case in Equinox.
Open the relevant Office application and click 'Equinox' in the ribbon.
Click the ‘Open from Equinox’ option to open a document file that has been saved to a case in Equinox.
- Type the case code where the file is saved.
- Select the file you would like to open.
- Click Open.
When you have completed any updates to the file, click the ‘Save to Equinox’ option. You will have two choices:
Overwrite: Save over the existing document you opened from Equinox. This will create a new version of the document against the existing record in Equinox. The previous version can be viewed in the document details in Equinox under ‘Versions’.
Note: If you have saved the file locally, it will no longer be linked to Equinox and the existing document cannot be overwritten.
Save New: This will save the amended file as a new document on the case within Equinox.