Associate eFiles Popup

This popup displays when the Show eFiles icon is clicked. Use it to associate eFiles.

Step-by-step

  1. Click the Show eFiles icon. The eFiles - [Name] popup displays.

  2. If no eFiles are associated, do one of the following:

  3. When an eFile is selected, all the buttons on the Toolbar display. Click here to learn about their functionality.



  4. When done, click the red X in the upper-right corner of the popup. The popup closes.

    • The Show eFiles icon displays an asterisk to indicate eFiles are associated.
    • If all eFiles are deleted, the Show eFiles icon once again displays without an asterisk.

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Toolbar buttons

All the buttons on this toolbar display when an eFile is selected.

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Import eFiles 

  1. Click to display the Open dialog box.
  2. Browse to the desired file.
  3. Select the file and click the Open button. The Import eFile window displays.



  1. The eFile image displays in the top section of the popup. Click the corresponding icons to:

       Zoom in

       Zoom out

       Reset eFile image to original magnification

       Display the eFile image as Full Screen

  2. Complete the fields in the Properties section.

    • The File Name auto-populates with the name of the selected file. Enter a difference name, if desired.
    • Select the Category and Source. To edit the Value List for Category or Source, click their respective Edit List links.
    • Select the Reviewer and whether the eFile has been reviewed.
    • Optionally, type a Description and/or Reviewer Notes.

      Note: Once reviewed, the Reviewer can add additional Reviewer Notes to this field.
  3. To close the Import eFile popup and save changes, click the Save & Close button.
  4. To close the popup without saving changes, click the Cancel button.

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Scan eFiles 

  1. Click to display the MaximEyes SQL - Scanlink popup.



  2. Select the source and paper size.
  3. Optionally, select to show the scanner settings and/or change the default mode from color to black and white or grayscale.
  4. Click the Start Scan button. When complete, the scanned eFile displays in Image Preview tab.
  5. To save the eFile image, click the OK button. To close the popup without saving the eFile image, click the Cancel button.

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View or Edit Selected eFile 

Note: This icon is active when an eFile is selected.
  1. Click the eFile you wish to edit or view.
  2. Click the View or Edit Selected eFile icon to display the Edit eFile popup.


  1. The eFile image displays in the top section of the popup. Click the corresponding icons to:

       Zoom in

       Zoom out

       Reset eFile image to original magnification

       Display the eFile image as Full Screen

  2. Edit the fields in the Properties section, including the eFile name.
  3. To edit the Value List for Category or Source, click their respective Edit List links.
  4. To close the Edit eFile popup and save changes, click the Save & Close button.
  5. To close the popup without saving changes, click the Cancel button.

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Delete Selected eFile 

Note: This icon is active when an eFile is selected.
  1. Click the eFile you wish to delete.
  2. Click the Delete Selected eFile icon. A warning displays.

    • Click the Yes button to confirm the deletion. The deleted eFile no longer displays.
    • Click the No button to cancel the deletion.

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Filter eFiles 

  1. Click to display the eFiles Filter popup.



  2. In the Filter By tab, select the criteria by which you wish to filter the eFiles.

  3. Click the OK button to filter the list. The popup closes and those eFiles that match the selected criteria display.

    Note: Although those eFiles that do not match the criteria do not display, they have not been deleted from MaximEyes SQL.

  4. Click the Clear button to clear all selected criteria.
  5. Click the Cancel button to close the popup without filtering the eFiles.

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Clear Filter 

  1. Click to clear the selected criteria from the eFiles Filter popup.

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Related topics

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