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