Documents Overview

The documents module allows you to add, edit, and manage your personal and your client's documents. 

The document module can be accessed from within the case and also from under the hub, in case you want to manage documents for all the cases together.

For more information, refer to the following sections.

• Document Tabs
• Document checklist
• Add a New Document Folder
• Edit a Document Folder
• Delete a Document Folder
• Add a New Document
• Delete a Document
• Download Folders and Documents