This article will discuss how to Manage Documents on a case.


Documents can be uploaded and attached via the case profile page. There are two ways to upload and attach documents to cases. One way to upload a document is by selecting “Add/Edit Document” on the Case Actions dropdown in the left hand sidebar.


After selecting that option, you will be directed to the Add Document page. You can choose to give the document a title. If you do not give it a specific title, then it will default to the File Name of the document.

Next, select the Type of document you are uploading.

Then you can choose the file you want to upload by clicking “Choose File”. 

NOTE: While there is no limit to the number of files you may upload to a case, there is a file size limit of 100MB per file.

After you have selected your file, you may enter a description for the document. 

Next, if you want to upload another file, you can click Upload and Add Another. Otherwise, you can click Continue to finish uploading your file.

The documents will now be uploaded and appear in the Documents listview on the case profile page.

The second way of uploading documents to a case is to simply drag and drop the file into the main folder in the Documents listview.


To download a document that has been uploaded to a case click the blue download icon next to the file you want to download.

To Edit an existing document, click on the name of the document you want to edit to be taken to the document profile page.

Next, click the “Edit this document” link in the left hand sidebar.


On the next page, you can edit various information regarding the document, or even replace the existing document with a new file.

To Delete a document from a case, click the Red X next to the document you would like to delete.

Alternatively, documents can be deleted via their document profile page by clicking the “Delete this document” link under Document Actions in the left hand side bar.


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