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

1. Add Files to a Case

2. Delete Files to a Case

3. Set File Sensitivity (aka: hide from from ER Users)

*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

   

2. Delete the file

   

Deleting a File You Don’t Own

1. Open the file

   

2. Click View File Details

   

3. Change New Owner to yourself
   Click Change Owner

   

4. Select Delete

   

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

   

2. Select View File Details

   

3. Set Document Sensitivity

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

   2. Click Next

      

4. Refresh page and confirm file privacy