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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