4.10.1 Upload a document

User can upload a document for all accounts associated with the case.

To upload a document:

1. Navigate to the Case Summary page.
2. In the Account widget, select the required account from the account list.
3. In the Quick Links widget, click Documents.
   The Upload Document screen is displayed.

   Figure 4-9 Upload Document

   
   

   
   Description of "Figure 4-9 Upload Document"

   
   
4. Select the valid Document Category and Document Name.
5. In Upload Document Section, Drag and Drop the relevant file to be uploaded. Alternatively user can browse and select the file from the local drive.
6. Click Save.

Once user save , the document is uploaded in the document management system and the details are displayed in the View Document History section.