You can upload a file to the document library on the following Cards:
- Case Card
- Client Card
The look and the functionality of the document library on both Cards are identical. However, in this article, we will upload a file to the Case Card.
To upload a file to the Case Card, head over to the Documents-view.
There are two ways to upload a file to the selected folder and they are as follows:
1. Drag and drop feature
Drag and drop the file(s) into the folder you have selected.
The following dialog will appear, click the Save button and you are done.
2. Upload button
Click the Upload button.
The following dialog will appear, click the Upload file(s) button.
Select one or multiple files, click the Save button and you are done.
1. Depending on the integration, the document management system in the article and your environment may differ.