Using the Document Navigation Tools

1. Click the Print icon from the document tools.
2. Select a printer.
   

3. Click Print.

   Note: The print format for the document is defined in the Print/Export/E-mail option setting.

1. Click the Export icon from the document tools.

   The document Export dialog box appears.

2. Review/change the default settings for format and links, and then click Export.

   Note: The export format for the document is defined in the Print/Export/E-mail option setting.

   The browser Export Status dialog box appears. Here, you can choose to:

   • Wait on the same page till the Export Complete dialog box appears and click Download, OR
   • Click the Minimize and Continue with Research button and continue with your research.
     When you receive a notification that the export is complete, hover the mouse pointer over Exports on the top tool bar. On the list of Recently Exported Documents that appears, click Download beside the name of the document.
3. Click Open to view the exported document or Save to save to your local PC.
4. Click X to close the pop-up box.

1. Click the E-mail icon from the document tools.

   The Checkpoint E-Mail Document dialog box appears.
   

2. Enter one or more valid To addresses and, optionally, Bcc addresses.
3. Select the Attachment Format type from the drop-down list.
4. Optionally, enter a Message.

5. Include or exclude a Disclaimer.

   The default setting is to include the default disclaimer. To exclude, clear the Include this disclaimer check box.

   Note: Disclaimer text is stored the Print/Export/E-mail option setting. You can create a disclaimer in the Options screen, or enter a new disclaimer in the Checkpoint E-Mail Document dialog box and, optionally, select the Save as default check box.

   Note: E-mail comes from Checkpoint's server, not the e-mail server at your company/firm.

6. Click Send.

Note: If you click the down arrow next to the Save icon, you can choose either Save or Save As. A check mark next to one of the options in the drop-down list indicates which option was last used. If you click the Save icon directly, Checkpoint saves using the most recently used option.

1. Click the down arrow next to the Save icon to choose either the Save or Save As option.

   If you click Save, the document is saved to the current folder on the Folders screen and you are finished.

   If you click Save As, the Save Document window opens, where you can select another folder or create a new folder. Continue with Step 2.

2. On the Save Document window, click Change Folder.

3. When the Change Folder window opens, you can either select another folder from the list or click a link to create a new folder.

   If you want to select another folder, click the folder name and click OK.

   If you want to create a new folder, click Create New Folder. When the Create Folder window opens, enter the new folder name, select a location, and click Create. The new folder is added to the Change Folder window. Click the new folder name and click OK.

4. Optionally, on the Save Document window, you can enter a Note for the document. If you enter a note, the note is added to the top of the document.
5. On the Save Document window, click Save to add the document to the selected folder on the Folders screen.

Click the Open in New Window icon in the document tools.

When you open the document in a new window, it stays open until you close it. This allows you continue with other activities in Checkpoint and return to the open document at any time. For example, you may select it later from the "Checkpoint | Open Document" button on the task bar at the bottom of the screen. If you are using dual monitors, you can drag the document to the other monitor and pull up something else on the main Checkpoint screen and look at both (for example, a code section and a regulation).

Click here for more information on printing, copying, or e-mailing selected text.

1. Click the Permalinks icon in the document tools to show links.
2. Click the Permalinks icon again to hide links.

1. Click the Full Screen icon in the document tools for a full screen view of the document.
2. Click the Full Screen icon again to return to normal view.

1. Click the Flag icon in the document tools.

   Checkpoint adds the flagged document to the Flagged Documents screen.

2. To access flagged documents, click Flagged in the top toolbar.
3. To unflag a document, in the open document, click the Flag icon in the document tools again.

You can add one or more notes to a document, edit notes, and delete notes.

1. Click the Note icon in the document tools.

2. On the Note pop-up window, enter the note text and click Save.

   The note is added to the top of the document with a time/date stamp.

3. To add a new note, just click the Note icon again and repeat step 2.
4. To edit a note, click the Edit icon on the right side of the note. In the Note window, update the note and click Save.
5. To delete a note, click the Delete icon on the right side of the note. When the confirmation message appears, click OK.

Note: To hide the text of a note from the Notes pane at the top of a document, click the Collapse Notes icon in the right corner. Click the Expand Notes icon when you are ready to unhide the note text.

Note: You can also add notes to a document saved to a folder on the Folders screen.

The Refresh icon appears only on Checkpoint Catalyst™ documents at the topic-level view (not subtopic). After exploring a topic by clicking "Show More" to expand the sub-topics, you can return the topic to its original form by clicking the Refresh icon. This closes the open sub-topics and returns them to their original condensed state.