Documents

Uploading case documents

  1. In the top menu bar, select the DOCUMENTS tab.
  2. In the bottom right corner click the + button.
  3. Click the Upload documents button.
  4. Select one or multiple files and click the Open button.
  5. In the window that appears with the selected files, specify the document type and click the Upload button. The files will be uploaded to the general list of documents.

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Generating a file from a template

  1. In the top menu bar, select the DOCUMENTS tab.
  2. In the bottom right corner click the + button.
  3. Click the button Generate file from template.
  4. Select the template you need.
  5. In the window that appears with the selected files, specify the document type, name and click the Upload button.

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Editing a document

  1. In the top menu bar, select the DOCUMENTS tab.
  2. Click on the name of the document you want to edit.
  3. Change the required fields and click the Save button.

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Moving a document

  1. In the top menu bar, select the DOCUMENTS tab.
  2. Click on the "•••" button near the document that you want to move.
  3. Select where you want to move the document and click the Move button.

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Deleting a document

  1. In the top menu bar, select the DOCUMENTS tab.
  2. Click the "•••" button near the document you want to delete.
  3. Click the Delete button.
  4. Confirm the deletion by clicking Yes, delete.

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Filtering documents

Use the filters to quickly and easily search for a document.

  1. In the top menu bar, select the DOCUMENTS tab.
  2. Set a filter to search for the required document:
    • Document type;
    • Time of receipt;
    • Creator of document;
  3. To quickly clean the filter, click the Reset button.

Note: that all the filters you specify are saved in the case card.

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