Uploading case documents
- In the top menu bar, select the DOCUMENTS tab.
- In the bottom right corner click the + button.
- Click the Upload Files button.
- Select one or multiple files and click the Open button.
- 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.
Creating a file from a template
- In the top menu bar, select the DOCUMENTS tab.
- In the bottom right corner click the + button.
- Click the button Create File from Template.
- Select the template you need.
- In the window that appears with the selected files, specify the document type, name and click the Upload button.
Editing a document
- In the top menu bar, select the DOCUMENTS tab.
- Click on the name of the document you want to edit.
- Change the required fields and click the Save button.
Moving a document
- In the top menu bar, select the DOCUMENTS tab.
- Click on the ⋮ button near the document that you want to move.
- Select where you want to move the document and click the Move button.
Deleting a document
- In the top menu bar, select the DOCUMENTS tab.
- Click the ⋮ button near the document you want to delete.
- Click the Delete button.
- Confirm the deletion by clicking Yes, delete.
Filtering documents
Use the filters to quickly and easily search for a document.
- In the top menu bar, select the DOCUMENTS tab.
- Set a filter to search for the required document:
• Document type;
• Time of receipt;
• Creator of document; - To quickly clean the filter, click the Reset button.
Note: that all the filters you specify are saved in the case card.