Uploading existing Case Documentation/Files

From SchemeServe Wiki

Sometimes existing documents are relevant to a Case and need to be associated with the Case and stored along with dynamic documents. Perhaps an email from the policy holder or some other documentation relevant to the Case.

SchemeServe can store and handle any type of document providing there is a viewer program for the document on the client browser or client's machine.

To upload a document, press the Upload a file link on the Documents tab for a Case. This will provide you with an Upload box, Press the Browse button and select the file you'd like to upload (or press cancel if you change your mind)

Press the Open button on the File Upload dialog window to start the upload process. Once the file has been uploaded, it appears in the Documents list in the same manor as all other documents (note that the only way to tell is by checking the phrase created or uploaded in the info summary at the bottom of each file)