How to upload documents with the CASEpeer OneDrive integration.
- Navigate to the Documents Tab of the case.
- Click the OneDrive section of the Documents Tab.
- Click Upload in the top right corner of the page.
- A pop-up window will appear. Click choose file or drag and drop over a file.
- Click Save.
- The document will now be in the document list.
- NOTE: The case must already be connected to a One Drive folder. If not, a folder will need to be connected or created for the case first.
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