When working with case documents, you can perform the same operations as in the Documents section of the Main Menu:
- Upload documents and document folders
- Move documents and folders
- Generate new documents from customized templates
- Edit and delete documents
- Download documents
- View Documents
- Convert documents to PDF format
- Open documents in Word Online
To quickly find a document on a case, use the filters or the search bar:
- Go to the Documents tab.
- Set the values of the filters you need on the filtering panel:
- Select document types from the list;
- Specify the date of receipt of the document;
- Select the author of the document.
- Enter the name of the document in the search bar.
Filter values on the Documents tab are retained until you reset them.
Uploading Documents
To upload documents:
- Go to the Documents tab.
- Click the ➕ button in the lower right corner and select Upload Files.
- Select one or more files and click the Open button.
- Specify the document type, if necessary, and click the Upload button. The files will be uploaded to the general list of documents.
To upload a folder with documents:
- Go to the Documents tab.
- Click the ➕ button in the lower right corner and select Upload folders.
- Select a folder with documents and click the Upload button. A form for uploading files contained in the folder will open.
- Specify the document type, if necessary, and click the Upload button. The folder with files will be uploaded to the general list of documents.
You can also upload files or a folder using the Drag&Drop function. Just select the desired folder, hold down the left mouse button and drag the folder to the system.
Generating a file from a template
To generate a file from a document template:
- Go to the Documents tab.
- Click the ➕ button in the lower right corner and select Create file from template.
- Select a template from the list in the window that opens.
- Specify the document type, document name and click the Add button.
The available templates in the list depend on the template settings and the settings for the current case type.
When generating a document based on a template received from Doc.one, the format of the final document depends on the settings of this template in Doc.one.
Document editing
To change a document:
- Go to the Documents tab.
- Click on the title of the document you want to edit.
- Change the required fields and click the Save button.
Moving a Document
To move a document:
- Go to the Documents tab.
- Click the ⋮ button next to the document you want to move.
- In the window that opens, select the path where you want to move the document.
- Click the Move button.
To move a document to a case folder, simply drag and drop it.
Deleting a document from a case card
To delete a document:
- Go to the Documents tab.
- Press the ⋮ button and select Delete.
- Confirm deletion.
