Dcoumentation



How to manage documents

Add, edit and delete documents from Documents. Once a document has been added to your account, you can share it with any of your team members or clients. 

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Uploading Documents  

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    Go to Documents > Add Document 

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    You can assign a Case to your document 

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    If you'd like to change the name of the file, you can enter something else for Name, otherwise it'll use the actual file name 

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    Click Choose file to select the document you'd like to upload  

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Downloading, Editing and Deleting Documents 

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You can edit a document under Documents, clicking on the cog and selecting Edit to make changes or Delete to remove a document.  

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