Steps:
- Log into the system
- On the main dashboard, locate “Case Management” module.
- Within Case Management, click on “Document Administration,” then select “Corporate Document Manager” from the dropdown menu.
- You will see a list of all folders currently in the system.
- Find the folder where you want to add your document. Click the folder name (it will appear in blue).
- Click the Add Document button (green button).
- In the pop-up form:
- Enter the Document Name.
- Click to select and upload the file from your computer.
- When you’re done, click Save. Your document will now be stored in that folder.