The way this works is that every time you open up a specific case service, documents that are attached to the case service will populate into the documents tab automatically when the service is added to a case. This is great for protocols, procedures, etc. Essentially its for documentation that's going to be needed across all cases for a specific service.


  • Click Settings from the left-hand navigation bar.
  • Under Case Customization, click Service.
  • Locate the service you want to update and click the Edit icon.
    The Edit icon appears as a square with a small pencil inside it.
  • In the Case Documents section, click Add +.
    Use the Add + button if you need to attach multiple documents to the service.
  • Click Choose File to upload your document.
    This will open your computer’s File Explorer, allowing you to select the file from your PC or laptop.
  • After uploading the document, you can:
    • Add a description
    • Set the document visibility
  • Once all documents have been added and configured, click Submit to save your changes.