You can import existing documents into Case Manager by dragging them in or using the new document function.
You can import an existing document into a case by dragging it into the Documentation grid.
To do so, simply drag the document from outside Case Manager and drop it onto the grid. This creates a document in Case Manager and lists it in the grid.
The date of the newly-created document will automatically be set either to today's date or the original document's modification date, depending on the setting in the system Drag-Drop options.
- When you drag the document in you will be offered the option to permanently relocate the file to Case Manager's document storage area or to make a copy.
- You can choose whether to override the document's automatic date.
- You can view and update the other document details.
You can also import a document into Case Manager by clicking the New Document icon and then selecting Existing file.
Certain types of files pose a potential security risk and users should be prevented from bringing them in to your database.
As the error informs you, contact your system administrator if you want to upload a file type that is not on the list.