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How to Use Documents?

How to upload documents? How to upload more than 1 document? How to delete documents?

Updated over 2 years ago

Documents Overview (1)
Documents Overview (2)
Documents Overview (3)

Within a Case or the Document menu, you have the flexibility to upload and manage supporting documents efficiently. Here's how you can do it:

  1. Searching for Documents

    Use the search bar to easily find specific documents by their names.

  2. Document Lists

    You'll find a comprehensive list of documents already uploaded within your organization.

  3. Sorting Options

    Sort all documents based on your preference - choose from Latest, Oldest, Name Ascending, and Name Descending.

  4. Thumbnail View

    For a visual preview, view the uploaded files in a thumbnail format.

  5. List View

    Alternatively, switch to a list format for a more organized view of the documents.

  6. Upload Documents

    Select the files you want to upload from your computer. You can choose one or multiple files at a time.

Notes:

You can only upload a maximum of 10 documents at once. If a file is too big, you can reduce its size by compressing it before uploading.

By utilizing these features, you can efficiently upload, organize, and manage all the necessary supporting documents within your cases and the Document menu. This seamless document management system streamlines your workflow, allowing you and your team to access and handle documents effectively.

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