Documents

Documents can be added to a case -- and thereby associated with that case -- or can be a general document. General documents could be the organization's policies, generic brief bank documents, or other documents that don't necessarily apply or associate with a particular case.

Case Documents

To add or view case documents, open the case and from the context menu select "Document Tracking".

Non-Case Documents

To add or view non-case documents, go to Add-->Other-->Documents. The page opens to the "Add Documents" system. If you want to view existing documents, click the "View Documents" button at the top.

Add Document

To add a document, choose an upload folder or enter a folder. Use a slash "\" to designate subfolders. So, if you wanted a folder named "Divorce Kits" inside a folder named "Divorce Forms", the folder name you would enter would be: Divorce Forms\Divorce Kits

Then drag and drop the file on to the form or use the "Select File" button to select a file. Once the file is shown, click the "Upload" button to actually upload the folder into the system.

View Document

Click on "View Documents" if the view screen is not already showing. Click on the "+" signs next to folders to open the folder and see the files within the folder. To open the document, click on the name. This opens the document's information form. Click on "Open Document" to download and open the file.

To edit the document's information, click on the "Edit" button at the bottom and modify the information as you desire. Click "Update" once finished to save your changes.