Import document

You can upload existing documents into Case Manager by dragging them in or by using the new document function and selecting the Existing File option.

Drag document into Case Manager

Import an existing document into a case by dragging it onto the Documentation 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.
  4. You can change the name of the document if required.

Import document via New document function

You can also import a document into Case Manager by clicking the New Document icon and then selecting Existing file.

Security considerations

Virus scan of imported documents

This feature is only available to our customers who are hosted by Chameleon Software.

When you upload files into your Case Manager system they are carefully scanned for viruses. This applies also to email attachments from outside the system. Such scans consume considerable memory resources. Thus, there is a maximum size limit of 200 MB per uploaded file. See Virus scan of uploaded documents for details.

Restrictions for certain file types

Certain types of files pose a potential security risk and users should be prevented from bringing them in to your database.

Examples are executable files ending with the .exe extension, .dll dynamic link library file format files and .js JavaScript code.

Case Manager has an Allow list (sometimes called a whitelist) of permissible file types and displays an error message when you try to upload a file type that is not on the list.

As the error informs you, contact your system administrator if you want to upload a file type that is not on the list.