Document Cases

Document Cases let you group related documents into a single logical folder or case file. This is useful for managing multi-document processes such as employee onboarding, insurance claims, legal matters, or project dossiers.

Creating a Case

1. Navigate to Document Cases from the sidebar or administration menu.
2. Click Create New Case.
3. Enter the required fields: Case Number (a unique reference), First Name, Last Name, and Date of Birth (these fields are configurable by your administrator).
4. Click Save.

Managing Case Documents

Once a case is created, you can add documents to it in two ways:

• During upload – Select the case from the case dropdown on the Upload page before uploading the file.
• From the case detail page – Open the case and click Add Document to upload or link an existing document.

All documents linked to a case appear in a single list on the case detail page, making it easy to review the complete file.

Searching Cases

The Document Cases list page includes search and filter options. You can search by case number, name, date, or status. Click a case row to open its detail page and view all linked documents.

Case Statuses

Cases can have statuses such as Open, In Progress, Closed, or custom statuses defined by your administrator. Changing the case status helps track where each case is in its lifecycle.

Editing and Deleting Cases

Click a case to open it, then edit any of the fields and click Save. Deleting a case removes the grouping but does not delete the individual documents – they remain in the system under their respective document types.

INFO

Document Cases are ideal for scenarios where a single process involves multiple documents from different types – for example, an insurance claim that includes a claim form, photos, police report, and medical records.