How to add/upload documents

Before documents can be associated to a button in the toolkit, they must be uploaded.

• Navigate to the desired case if needed.
• Click the gear icon on the left navigation menu.
• Click the “App Content” tab.
• Select the “My Documents” section toward the top of the page.
• Drag and drop files to the bottom of the document list OR Click the plus icon in the top-right

• Select the type of document (file or URL)
• If file, click the “Choose file” button, select the file to upload, and click “Upload”.
• If URL, paste the url into the “URL” field

• Click the blue “Add” button

The new document is now included in the document list and is available as a “Destination” on buttons with a “Document” type.

Note: Not all users have permissions to upload files. If you don't see the options above, contact your administrator with questions.

Need Help? Check out our video walk-through of how to add documents.