Documents

There are many different kinds of documents that need to be created and managed for cases, including emails and images.

This section of the site focuses on documents in Case Manager. The menu on the right shows you every page in this section.

This information covers the system-wide management of documents, including templates and merge fields. For information about the way that documents are managed at a case level see the Documentation tab.

We start this section with an overview of documents in Case Manager.