Case Documents

This guide will show you step by step how to Add Documents to a case in the NDIS Access Pathway module. We have even made it easier by including short videos to help.

Explanation of Sections:

Adding Documents: Attaching document(s) to a case.
Add from Template: Attaching document(s) to a case from a template.

Adding Documents

1. Open the case you wish to add a document for.
2. Locate the Documents tab in the left hand menu and click on it to view documents.
3. Click Upload File to upload a document.
4. You will be presented with the Document upload pop up window.
5. You can drag and drop files into the Drag and Drop file here section or click Select Files button.
6. * Note you can only drag a maximum of 5 files on each upload.
7. Select a Category from the drop-down list.
8. Add a tag for the file if required.
9. Click Upload All to attach documents to the case.

Add from Template

1. Open the case you wish to add a document to.
2. Locate the Documents tab in the left-hand menu and click on it to view documents.
3. Click the down arrow then click on the Add From Template.
4. You will be presented with an Add From Template pop-up window, select a Category and Template then click next.
5. Select a Recipient – if required you can change the filename and click Create.
6. Your document has been created. You can now click on Edit Document button to edit the document.
7. You will be presented with a browser pop up window confirming what program to open the Template with.