Upload a Document to a Case

How to upload a document to a case file.

From the Documents Tab

• Navigate to the Documents Tab.

• Click Upload at the top right corner of the page.

• A pop-up window will appear.
• Drag the document(s) into the pop-up or click on the Drop Files Here to Upload box to browse your computer for files.
• Click Save 

• The document(s) will appear on the tab.

From Any Case Tab

• Navigate to the green Documents button at the top right of the page.
• Select Upload Documents from the drop-down menu.

• A pop-up window will appear.
• Drag the document(s) into the pop-up or click on the Drop Files here to Upload box to browse your computer. 

\

•  The Document will be defaulted to retain a shortcut to your active tab.
• NOTE: If you did not want the document(s) to have a shortcut to your active tab, this can be edited for each document on the Documents Tab.