Advanced Selection of Items Guide

Dialogs where you can select multiple items to add, such as "Select Documents to Add"/"Select Document Groups to Add" from the Documents tab, "Included/Excluded Locations", "Included/Excluded Providers", and "Appointment Type" from inside a Rule, and "Add/Change Template Group" from the Template Management tab, have the ability to allow you to use the mouse and/or keyboard in a number of ways to select one or more items.

To bring up the list of items to select from, click inside the dialog box where Documents or Locations are shown. For an Appointment list inside a Rule, you must type at least one character to see the list. Once you have a list showing, you can perform the following functions using the keyboard or the keyboard in conjunction with the mouse:

• Control-click to select multiple items: When the list is showing, hold the Control key and click on an item to highlight it. You can then select one or more additional items. You can scroll the list by using the scroll bar at the right if you can't see the entire list. Do not use the wheel of the mouse while holding Control as you will change the zoom level of the browser, not scroll the list. When you are done selecting items, click outside the list drop-down or press Tab twice to see all the items you have added. You can click in the list box again to bring up the list and select more items if needed. You can also hit Enter to bring up the list again, if you haven't clicked in another field.
• Keyboard only: Once you have clicked to bring up the list, use the down arrow key to highlight the Document you want to add and hit Enter. Use the Enter key to bring up the list again and use the Down Arrow key to select another Document. You may notice the highlight disappears and then come back as you are moving down the list. This is because it is "highlighting" a Document you have already selected.