How do I upload a document?

You can upload documents directly to your Action Items list by either dragging and dropping a document to a placeholder or by clicking on the placeholder which will give you the option to browse your computer for a document to upload. If you need to upload more than one document at a time, please click into your case and navigate to the Questionnaire and Documents tab. From there, your Case Documents will be on the right hand side of the screen and you will be able to upload documents here the same way as to your Action Items list.