How do I upload and attach documents to cases? : Optis

How do I upload and attach documents to cases? Print

Created by: Jennifer Downey

Modified on: Wed, 5 Jun, 2019 at 12:44 PM

You can upload documents to cases in two separate areas - via the Add Correspondence quick link or via the Correspondence section of the case.

Go to the Correspondence section of the case and click on Add Correspondence; or
Click on the Add Correspondence quick link in the header
Select the Type of correspondence: Case Document
Select a sub-type
Enter the attachment Title
Click on Select, find and select documents to upload
Choose either Save as Draft or Save + Complete to finish your upload

Jennifer is the author of this solution article.

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How do I upload and attach documents to cases? Print