Understand the Add Documents Dialog
The Add Documents dialog allows you to customize how documents are named when being added to a case. The first page of the Add Documents dialog appears when you attempt to add a document to your case.
Options available to you when working with the first page of the Add Documents dialog consist of the following:
Option |
Definition |
Select Files |
If you click Select Files, the local file explorer appears. Locate the file you want to add, select it, and click Open. You can also select multiple files at one time. Use Shift+click to select a contiguous set of files or Ctrl+click to select a non-contiguous set of files. |
Select Folders |
If you click Select Folder, the Browse for Folders dialog appears. Locate the folder you want to use and click OK. All files contained in this folder that are eligible to be imported into Case Story appear on the Add Documents dialog screen. |
Include Sub Folders |
If you are adding documents by using the Select Folders option, and you would like to include sub folders, ensure the Include Sub Folders check box is selected prior to clicking the Select Folders button. Any eligible documents found within sub folders of the selected folder appear on the Add Documents dialog screen. |
Remove |
To remove files included in the Add Documents dialog, select the file and click Remove. You can also select multiple files at one time. Use Shift+click to select a contiguous set of files or Ctrl+click to select a non-contiguous set of files. |
Once documents have been selected, click Next to proceed to the next page of the Add Documents dialog.
Naming options in the Add Documents dialog include the following:
Related Topics
Version: 2023.8.12
Last Revision: 11/8/2023