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1. Drag-&-Drop

   1. Drag-&-drop the file into the Files section of a Case

      

      
      

   2. Click Done

      

      
      

   3. Your file will now appear in the Files section of the Case

      

      
      

2. Manual Searching

   1. Click on Add Files

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      Click on Upload Files

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   2. Search for the file you want to upload and click Open

      

      
      

   3. Click Done

      

      
      

   4. Your file will now appear in the Files section of the Case

      

Adding Case Notes

1. Click on New Case Note

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2. Document Case Note Information

   1. Update the Date/Time, if applicable (defaults to the time “right now”)

   2. Owner will default to the author of the Case Note

   3. Add Notes

   4. Click Save

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3. View Case Note

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