/
Case Manager Documents Tab

Case Manager Documents Tab

The “Documents” tab is where you can add, remove, email, or view documents for a case manager. To add a document, right click and select add, click add on the next window, navigate to the file, then click upload files.

Detail

To Add a Document:

  1. Right click and select Add Document

  2. Navigate to your local computer

  3. Select the file to upload

  4. Click OK

Related content

Case Manager Notes Tab
Case Manager Notes Tab
More like this
Case Manager Details Tab
Case Manager Details Tab
More like this
Consumer Documents Tab
Consumer Documents Tab
More like this
Employee Documents Tab
Employee Documents Tab
More like this
Vendor Documents
Vendor Documents
More like this
Customer Documents
Customer Documents
More like this