Case Documents

Any Case Document uploaded by the portal user will be visible from Module ➤ Case Documents. You can also upload the documents on the behalf of your customers by clicking on the “+Create” button. [1]

 

– Name: Insert the name of the document

 

– Attachment: Upload the attachment 

 

– Active: Select the Active status of the case document from Yes/No

 

– Customer: Select the customer for which you are adding the case document

 

After inserting the information, click on the Submit button and the document will be submitted. [2]

 

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