Adding Documents to a Case - Patient Window - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Patient Window
Platform
OnBase
Product
Patient Window
Release
Foundation 23.1
License

After creating a case, you can add documents to it. When you add documents to a case, the documents are available in both the case tab and their original tabs.

To add documents to a case:

  1. From the document list, select the documents you want to add to the case.

    • To select multiple consecutive documents, select the first document, and then press Shift as you select the last document.

    • To select multiple documents individually, press Ctrl as you select each document.

  2. Click the Add Selected Documents to Case button.
  3. Select the case you want to add documents to from the Select a Case dialog box.
  4. Click Save. A confirmation message is displayed.
  5. Click OK.