1. Using Case Management
  2. Add Documents

Add Documents

Expand the Documents folder to view documents that are added to the case. You can add documents to a case such as a PDF, PNG, or BMP.

Let's add a document and a URL to the case.

Image of empty documents folder

  1. Type Add Document in the Action Bar

    Image shows area on page to drag and drop a document, or add a URL

  2. Drag and Drop a document into the folder or type in a URL.

    Image shows documents in the folder

    You can delete documents by clicking the "x" icon on the row of the document you want to remove.

    You can also download documents by clicking the download icon.