Add Documents to a Case

You can add supported documents to an open case using any of the methods described below.

Note: When you select a group of documents to be added to the system, the documents are added in a batch. You can review the progress of the document import in the Document Batch panel.

  • Items successfully imported in the Batch Panel display a green checkbox.

  • Items that are in the process of being imported display a yellow gear icon.

  • Items that failed to import display a red X icon. You can right-click on the document that failed to import and select the Show Error Message button to view the reason the item failed to import.

You can only delete a batch from the Batch Documents panel after the batch import process is completed. In-progress batches cannot be deleted.

Drag and Drop

The easiest way to add a document is the drag and drop method. With the case you want to add a document to open in Case Story, follow the steps below:

  1. Open the file location in the local file explorer.

  2. Note: You may also drag files directly from your desktop.

  3. Hold left click on the file and drag the file over to the Case Story Documents Explorer.

  4. Release left click to drop the file into the Documents Explorer.

  5. After dropping the file into the Documents Explorer, the Add Documents wizard appears displaying the selected files you are attempting to add.

  6. To add additional documents to a case, click the Select File or Select Folder button.

    • If you click Select Files, Windows Explorer displays. Select the items you want to add and click Open.
    • If you click Select Folder, the Browse for Folders dialog displays. Click on the folder you want to import and click OK.
    • Check Include Sub Folders if you want to include all documents in a given folder and all documents in the folders below the selected folder.

      Note: If including sub folders, this check box must be selected before you select a folder to import.

    Review the information in the Add Documents dialog.

  7. Select the document import settings options. For more information, see Understand the Add Documents Dialog.

  8. When finished, click the Add button.
  9. The documents are added to the case.

Documents Explorer Ribbon Bar

To add a document to the case via the Documents Explorer ribbon bar, open the case where you want to add a document and follow the steps below:

  1. Open the Documents Explorer.

  2. The documents already added to the case appear.

  3. Click the Add button.

  4. The first step of the Add Documents dialog appears.

  5. Either click the Select Files or Select Folder button. If you would like to include sub folders, ensure the Include Sub Folders check box is selected prior to clicking the Select Folder button.

    • If you click Select Files, the local file explorer appears. Locate the file you want to add, select it, and click Open.

    • If you click Select Folder, the Browse for Folders dialog appears. Locate the folder you want to use and click OK.

  6. Click the Next button in the Add Documents dialog.

    The document naming options appear in the dialog.

  7. Review the document's naming options.

  8. Click the Add button.

  9. The document, or documents in a folder, are added to the case and appear in the Documents Explorer.

Note: For more information on adding documents, see Understand the Add Documents Dialog.

 

Related Topics

Overview: Documents

Understand the Add Documents Dialog

Import Documents

Supported Document File Types