Alternative ways to import a document

 

The recommended way to import a document is by using the drag-and-drop feature. Nonetheless, you may import a document just using the import button. The import button is available in the documents screen and in the documents tab of the case window.

 

Select the document and complete the basic information: title, description and case. A preview of the documents can be shown on the “preview” panel on the right. If you select the “show always” option, the preview will be generated for each future imported document You may assign follow-ups to the document.

 

You may also define new activities, appointments, and tasks. The option tab allows users to include additional information of the document. To complete the import, click OK.

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