Manage Documents Within a Workflow Case

All student documents are accessible via the Documents tab, but you can also view and manage the documents associated with a specific workflow case for a student using the Workflow Cases tab. For each workflow case, you can view, add, and remove documents.

View documents in a workflow case

Click a workflow case title to expand the section that shows the documents in the workflow case.

When you click a Document link to view a document, you can use the navigation path link to return to the Workflow Cases tab.

Add new documents to a workflow case

There are two ways you can add new documents to an existing workflow case:

• Select from the full list of documents in all categories using the Add New Document option.

• Select from a filtered list of documents in a specific category using the Plus icon in a category heading row.

Select from the full list of documents in all categories

1. Click the Add New Document drop-down list, and select the document you want to add to the case.
2. Click Go.
3. In the New Document dialog box, do one of the following:
   1. Enter a Label/Comment for the document, and click the Additional settings >> link to set up any other available options in the new document setup dialog.
   2. Click New to start filling out the new form.

Select from a filtered list of documents in a specific category

1. In the category heading for the type of document you want to add, click the Add (plus sign) icon.
2. In the New Document dialog box, click the Create New Document drop-down list, and select the document you want to add to the workflow case.
3. Click Go.

To remove the filter and show the full list of documents in all categories, select Show All Categories, and click the Create New Document drop-down list.

Add existing documents to a workflow case

1. Click Add Existing Documents.
2. Select the existing documents you want to add to the workflow case, and click Add.

Remove documents from a workflow case

When you remove a document from a workflow case, you are not deleting the document. It will still be available in the Document list, but it will no longer be associated with the workflow case.

1. In the row for the document you want to remove from the workflow case, click the Remove (minus sign) icon in the last column.
2. In the confirmation dialog box, click Remove.