There are three primary things you can do to manage Case Files/Attachments:

*Click the images below to enlarge

Adding Case Files

There are three ways that Files are added to cases:

1. From an Employee Email

   1. If an employee attaches a file to their email to a Leave Coordinator, the attachment will get saved as a File on the case.

2. From a Leave Coordinator’s Email

   1. If a Leave Coordinator attaches a file to their email to an employee, the attachment will get saved as a File on the case.

3. Manually Adding File

   1. Files can be dragged-and-dropped into the Files section of a case:

      

   2. You can also add files by searching for them:

      1. Click the Add Files button

         

      2. Click the Upload Files button

         

      3. Select the file
         Click Open

         

      4. Click Done

         

Deleting Case Files

To delete a Case File, you must be the owner of the File. You are only the owner of a File if you manually add it to the case. If the File comes in through an employee’s email, you are not the owner, but there is a way to take on ownership of the file so you can delete it.

Deleting a File You Own

1. Open the file

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2. Delete the file

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Deleting a File You Don’t Own

1. Open the file

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2. Click View File Details

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3. Change New Owner to yourself
   Click Change Owner

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4. Select Delete

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Set File Sensitivity

You can mark a file as sensitive so ER Users are not able to view the file. All Leave Users are still able to see sensitive files.

To mark a file as sensitive, follow these steps:

1. Open the File

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2. Select View File Details

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3. Set Document Sensitivity

   1. Change What do you want to do to “Mark as Sensitive”

   2. Click Next

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4. Refresh page and confirm file privacy

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