Add Documents to a Case
You can add all the important documents related to a case by following these steps:
Note: You can also add documents to any case by going to the documents section from the left navigation bar.
1. Navigate to Cases.
The Cases page is displayed.
2. Click on the case to which you wish to add the documents.
The page for the selected case is displayed.
3. Click the Documents tab.
The Documents page is displayed.
4. If you wish to add client-specific documents, select the Client/General Tab and click Add Documents. If you wish to add personal documents, related or non-related to a case, you may select the Personal Documents tab and click Add Documents.
The Add New Document dialog is displayed.
5. Enter the name of the document in the Document Name field.
Note: Document Type and Case fields are filled by default as the document is being added directly to the selected case.
6. Click on the icon to attach the document. You can either drag and drop the file or upload it from your computer.
7. Check the box Send Update to customer if you want to send the update to the customer.
8. Click Add Document.
The document is added to the case.