File Upload

Selecting “File Upload” in the “Kind” field will display a file attachment box at the bottom of the New File form. Use the attachment box to upload the file by either (1) clicking the Upload a File from your Computer button and choosing a file from the file browser or (2) dragging and dropping a file from your desktop into the New File form. Only one file can be uploaded per file record. See the types of files you can attach in Supported File Types.

Generated Document

Adding a “Generated Document” type file allows you to create a file based on a template set up by your System Administrator. The system will use the file format to merge information from the case into the template file. For example, your business may require that you send letters to the multiple concerned parties of a case. If your System Administrator has set up a letter template, you can use the letter template to generate letters with consistent formatting and case information included. System Administrators can refer to Create and Upload a Document Template for details.

After selecting “Generated Document” in the “Kind” field, set values for the following picklists in the New File form:

• Locale: specify the language of the template. 
• File Type: choose to create the document as a Word (.docx) file or PDF (.pdf).
• Template Name: select one of the template options set by your System Administrator.

After clicking the Save button, Case IQ will generate the document based on the template, which you can access and download from its page (see A File's page).

Packet

If you add a “Packet” type file, the system will create a PDF comprised of multiple generated documents populated with case information. Packets are collections of templates set up by your System Administrator, where the application will simultaneously use all the template file formats to merge information from the case into the template content, then gather all the merged documents into one file. You can use packets to summarize all case documentation in one file. Your System Administrator may choose to include, exclude, or allow you to manually select attached files of the case in packet documents. System Administrators can learn more on Packets Page and a Packet's Page.

After selecting “Packet” in the “Kind” field, the “Packet” dropdown will be displayed in the New File form, where you can select the packet option with which to generate the packet PDF. Click the Save button and Case IQ will generate the packet document, which you can access and download from its page (see A File's page).

If you choose a packet option for which you can select the files to include in the PDF, the “Included Files” section and grid will be displayed. To select case files to include in the packet document:

1. Click the "+" button in the “Included Files” section. 
2. In the “Selected Attachments” dropdown, choose a file from the case to include.
3. Click the Save button in the Included Files form.
4. Repeat to add more files to the document. Delete files by selecting the row in the “Included Files” grid and clicking the Delete button in the grid header.

Custom Packet

You can also create a custom packet when generating a document from the New File form, without selecting an existing packet option created by your System Administrator. When you select the “Custom Packet” option in the “Kind” dropdown, the following fields will be displayed in the New File form:

• Apply page numbering: check the box to ensure that the system adds page numbers to the packet PDF.
• Generate a Table of Contents (ToC): check to add a Table of Contents before the documents to help navigate the packet PDF.
• Include Files attached to Case: you can choose to include all file records of the case, manually select the files to include when generating the packet, or exclude file records in the packet.
  • If you choose “Manual Selection”, the “Included Files” section and grid will be displayed. Click the “+” button in the “Included Files” section. Then, choose one of the case’s files to include with the “File” dropdown. Click the Save button in the Included Files form.
  • You can add more files by clicking the "+" button in the “Included Files” section. Delete files by clicking the file’s row in the “Included Files” grid, then clicking the Delete button in the “Included Files” section.
• Document generation method: choose if the system should merge the latest case information or use a previously generated document for the template by selecting one of the following options.
  • Always New: upon generating the packet, the system will merge each template document using the current case information.
  • Most Recent: the system will include the most recently generated document for each template in the packet. If a template has not been used to generate a document for the case yet, the system will create a document using the template to put into the packet.
  • Most Recent in Last 3 Days: include the latest document created within the last 3 days for each template in the packet. If a template has not been used to generate a document for the case yet or has not been used in the last 3 days, the system will create a document using the template to put into the packet.
  • Only Most Recent: include the latest created document for each template in the packet. Case IQ will not generate a document for any templates that have not been used for the case yet. 

URL

Upload a “URL” file to create an easily accessible link to another website. For example, you can add a URL for metadata, a filepath, or a shared drive. After selecting “URL” in the “Kind” field, a “URL” field will be displayed in the New File form, where you can type or paste in a link to a website.