Case Documents
Attach and manage Documents at the case level. Store contracts, agreements, scans, and any files related to the case.
Uploading Documents
- Open case
- Go to Documents section
- Click Upload or drag files
- Add document details:
- Title
- Type (Contract, Receipt, Email, etc.)
- Description
Document Types
- Contract
- Agreement
- Invoice
- Receipt
- Photo
- Scan
- Custom
Document Management
- View all documents
- Download files
- Delete documents
- Share documents
- Version control
- Search content
Access Control
Documents inherit case permissions. Control who can view/access based on case access.