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Managing documents on a case record
Managing documents on a case record
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Written by Carlo Arazas
Updated over a week ago

Workia provides an easy and straightforward way to manage documents for your employee's moves! πŸ“‚

To get started, open a case and navigate to the Documents section by scrolling down or selecting it on the left side of the screen.


Adding a document

To add a document, simply drag and drop or choose a file to upload by clicking on the upload section!
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Managing a document

Once you've uploaded you documents, people with access to the case can download a document by clicking on the document or "..." and selecting "Download".
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To delete a document, click on "..." and select "Delete".


To add a comment, click on the chat bubble icon to open comments. Here, you can mention colleagues and keep track of you progress!

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