Create a Case Document

Learn how to create a new case file, use document templates, set up document permissions, and use placeholder tags.

Create a Case Document 

Open the case that you would like to create a document for, then open the Case Documents tab on the Top Navigation Menu.  

On the Case Documents screen, click the All Files tab at the top of the screen.  

Click New at the top right of the All Files table, then click Create File from the drop-down menu.  

On the New Document screen, enter a document title in the Title box at the top of the editor.  

Using an Existing Template

Not sure where to start? Templates are pre-built files that allow you to quickly add content to your document. You can access templates on the left side of the editor.

General Case Tracker templates are available for your use under System Templates. Any custom templates created and saved for your organization are listed under Client Templates. 

File Permissions 

Permissions determine the level of access available to case parties, and administrative users. Typically, permissions are set when a document is created, but the permissions can be changed at any time.

Note: Only users with Update Case Document permission in their role can remove or add permissions to a case document. Learn more about user roles and permissions, or contact your Administrator to request access to Update Case Documents

There are four permission settings that you can adjust on the right side of the editor: 

• View: Allow users to view the document. 

• Download: Allow users to save a copy of the document to their device. 
• Watermark:  Allow users to view a copy of the document watermarked “Confidential” (and lists the individuals email address). 
• Timed Permissions: Set an expiration date for document sharing, so a user's access to view or download the document automatically expires at a specified date and time. 

Placeholder Tags 

You can insert personalized or dynamic content into your document using placeholder tags. When you insert a placeholder tag into your document, it will be replaced with the corresponding data stored in Case Tracker. 

For example, you can use the placeholder tag to display each receiver’s first name where the placeholder tag was inserted. 

Place your cursor where you want the placeholder tag to appear, then click Add Placeholder on the editor toolbar. Choose the placeholder tag you need from the drop-down menu.  

To see a live preview of your message, click Preview at the top right corner of the editor toolbar. To return to the editor, click Edit at the top right corner of the editor toolbar. 

When you are done editing your document, click Create in the upper right corner of the screen.