The Documents page can be accessed by going to the Resources menu:

This area within the system provides a useful location to store key business documents that may need to be accessed across multiple claims and injuries. Key documents include things such as job dictionaries, incident forms, or internal claim policy or procedure documents.

To add a document to the Documents Page, go to the Documents Page and then select Add. The below fields will appear asking you to enter the details for the document.

You will need to include a Section, Document Name, and then either upload the file or enter a URL link for that document. Once finished, select Save.

Once saved, you will be returned to the Document Library page where you can view, edit or delete any of the documents listed in the Document Library.

To edit or delete a document within the Documents Page, go to the Documents Page and then select the context menu (3 dots). You will see a number of options, including Edit or Delete.