Import document

You can import existing documents into Case Manager by dragging them in or using the new document function.

Drag document

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.

  1. 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.
  2. You can choose whether to override the document's automatic date.
  3. You can view and update the other document details.