4.10 Documents
The Documents section helps you to upload and manage the documents for accounts associated with a case.
Table 4-22 Field Description: Documents
| Field Name | Description |
|---|---|
| Case Id,<Customer Name> | Displays the case ID and name of the customer. |
| Account Number | Indicates the product sub type and account number.
The list displays all account numbers associated with the case. By default, the account number selected in Account widget is displayed. |
| Document Category | List displaying the category of the document. |
| Document Name | List displaying the name of the document. |
| Remarks | Input box allowing user to enter remarks. |
| Upload Document | Click to select the document to be uploaded or drag and drop the documents. |
| <View Document History> | This section displays details of existing uploaded documents. |
| Date | Displays the date on which the document was uploaded. |
| Document Category | Displays the category of the document. |
| Document Name | Displays the name of the document. |
| Document Number | Displays the number of the document. |
| Download | Displays the link to download the document. |
| Remarks | Displays the remarks captured during document upload. |
This section consists of the following topic:
Parent topic: Case Summary