USING CLOUD STORAGE CAPABILITIES

For our cloud storage video, click here.

NOTE: The process shown below from steps 2-6 will be the same regardless of what portion of the program you're uploading the documents from (to a checklist item, unlisted item, client documents, case documents, etc).

1. From the case profile, click on the Documents tab.
   1. Depending on the case process that you have selected, you may have a document checklist already in place. You can either attach a document to one of the entries, or attach a document that is not listed in your document checklist. The steps to do both are below:
      

Attaching a Document to a checklist item:

If there is a document checklist setup for the case process that is in use, one can upload a document directly to a checklist item. To do this, do the following:

1. Identify the document checklist item you wish to upload a file for, and choose Edit.
   
2. From the next screen, select from whom the document was received, if you'd like to share the document with any other party (this makes the document available when the selected party logs into their account), as well as the file location.
   
   1. NOTE: Depending on what you select for the file location, your steps may be a little different for this portion of the tutorial. For this example, we'll be choosing OneDrive.
3. Once your file location has been selected, a pop-up will appear and will ask you for your third party cloud storage credentials (OneDrive, DropBox, Box, or Google Drive). Enter in your credentials, and click Sign In.
   1. NOTE: If you click sign in, the next time you select one of these file locations you will not be asked to sign in again, until you either manually sign out or clear your password history.
4. On the next screen, click the folder in which your file is located.
   
5. Identify the file that you wish to link to the system, and click Open.
   
6. Verify your selections, and click Save.