10.8 The Docs & Comms Tab

This lesson will describe the layout and functionality of the "Docs& Comms" tab in a case.

The documents and communications tab

The documents and communications or "Docs & Comms" tab allows you to view all of the documents, emails, SMS and notes stored against a case as well as uploading your own files.

To find out more about each, click the name of the entity for a lesson on how to create it.

You can sort through the files on the tab using the (1) ordering button, (2) system labels or (3) document types. You can also create documents using the "New" button, using this you can create documents, emails, SMS messages and notes.

You can also upload your own documents to the system using this menu. Uploaded documents include the original document name in the description that is assigned to the document. When uploading multiple documents at one time we also add a prefix (1,2,3, etc) to the start of the document description to provide an easier way of locating you document uploads.