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Documents

Cases can have uploaded documents and generated documents. Uploaded documents come from a person or an integration; generated documents are produced by the process.

Generated documents of a case, grouped by task

Uploaded documents

Use the documents panel or an input-document step to:

  • upload a file or a folder;
  • add comments about the upload;
  • replace or add a new version, when the process allows it;
  • preview or download the file.

Input-document steps are part of the case flow. Complete them like any other step and then continue with Opening a case.

Generated documents

Output-document steps generate files from the process. From the case you can:

  • generate the document;
  • preview it;
  • download it.

The available formats and templates are defined by the process designer.

Versions and archives

The documents panel shows the versions of a document and any archived copies. Use the version history to compare what changed; use the archive to retrieve an older file.

Document permissions

Uploading, downloading, and versioning can have different permissions. If a button is missing, ask your administrator to review your role.