Open the relevant case record. Navigate to the Documents tab (1). Click Add Document (2) and select a file to upload. Or drag and drop a document or an e-mail directly into the Documents section. Click Upload to store the document in the system.
Click on a document icon (3) to view it in the right-hand panel.
Click on details (1) to add helpful information (e.g., category, description, or tags). This makes it easier to search and filter documents later.
