Add Documents to Cases

Using the Cases & Documents Upload menu you can swiftly add documents to new or existing Cases in Casefriend from anywhere in Casefriend.

In the Cases & Documents menu you can

1. add a file referral using automated intake
2. add documents using the incoming mail tool
3. add documents to a case

Add documents using automated intake

Automated Intake a proprietary Casefriend tool used to extract pages & documents from a single large multipage, multi-document file referral in PDF, and then easily assign those documents to Events.

1. Click add a file referral using automated intake.

2. Enter the Casefriend ID or case name in the search box or click the green button to create a new Case.

   

3. After you enter a Casefriend ID or case name, the Automated Intake process will begin.
4. After you click the You will be prompted to Create a new Case. Once you create the new case the Automated Intake process will begin.
   

Add incoming mail

You can use the incoming mail tool to assign multiple scanned documents, typically received via mail, UPS, FedEx, etc. to different Cases in Casefriend

1. Click add incoming mail

2. Select the documents you would like to add as incoming mail and follow the prompts on the incoming mail tool

   ⚠️If you not on the Caseload you are on the Caseload you will be prompted before navigating to the Caseload.

   

Add documents to a case

You can add multiple documents to a new or existing Case.

1. Click add documents to a case

   Enter the Casefriend ID or case name in the search box or click the green button to create a new Case

   

2. After you enter a Casefriend ID or case name you will be prompted to add Cases to the Doc Browser of the selected Case
3. After you click the you will be prompted to add Cases to the Doc Browser of the selected Case & your computer's file browser will open. Select the documents you want to add to the case and follow the prompts.
4.