Adding documents

In the ‘Documents’ section, you can store any documents related to your case.

Read more about the documents you should upload: Document checklist.

You can upload documents one at a time, or upload a lot at once.

File types and storage limit

Adding a single document

There are 2 ways to add a single document: 

A) From ‘Documents’ in the main menu (in the ‘Organise’ section), select 'Add document'.

B) From your ‘Activities Feed’, select the '+' button next to ‘Recently added Documents’.

‍

2. Name your document.
3. Choose a category.
4. Select ‘Choose file’ to upload your document.
5. Select ‘Save’.
6. Wait until your document appears under ‘All documents’. If it’s a large file it might take some time, so make sure you stay on the page until it has uploaded.

Bulk uploads

You can add documents in bulk via the ‘Documents’ section of the platform. 

1. From the main menu, in the ‘Organise’ section, select ‘Documents’.
2. Select ‘Bulk add documents.’
3. Select ‘Save’.
4. The files will appear under ‘All documents’. 
   

When you add documents in bulk, the file name is used as the document name, and they won’t have a category. You can edit these settings.