This guide will show you step by step how to Add Documents to a case in the TCC 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
- Open the case you wish to Add a Document for.
- Locate the Documents tab in the left-hand menu and click on it to view Documents.
- Click Upload File to upload a Document.
- You will be presented with Document Upload pop-up window.
- You can drag and drop files into the Drag and Drop File Here section or click the Select Files button.
*Note: You can only drag a maximum of 5 files on each upload. - Select a Category from the drop-down list.
- Add a Tag for the file if required.
- Click Upload All to attached documents to the case.
Add From Template
- Open the case you wish to Add a Document to.
- Locate the Documents tab in the left-hand menu and click on it to view Documents.
- Click the down arrow and click on Add From Template.
- You will be presented with the Add From Template pop-up window. Select a Category and Template then click Next.
- Select a Recipient, the if required you can change the Filename and click Create
- Your document has been created. You can now click on the Edit Document button to Edit the Document.
- You will be presented with the browser pop-up window confirming what program to open the Template with.