Tip #263 - Use the “Drag-And-Drop” Function To Save Documents To Your Case

Most users are accustomed to uploading documents to cases in SmartAdvocate by using the “Attach” function. This is usually the process you would use if the document has been downloaded on your computer, and now must be saved to the case.

If using the “Attach” function, there are several steps you must take to complete the upload. For example, after clicking the Attach Tab, you must then navigate to the location where the document is located, then select the document, then click the open tab to start the upload.

Instead, you can use the “Drag-And-Drop” function to accomplish the same task and it eliminates several of the steps outline above.

Here’s How:

1. Make sure the case is open in your browser and that the tab for the case is the one that’s active (important if you have several cases open simultaneously)

In the screen shot above, there are three cases open (Coggins, Horton and Falcone), the one in the middle (Horton) is the one on the “active” tab. This is the case we will be attaching the document to. NOTE: It does not matter what page of the case is open, and you do not need to be on the Documents Page. The process is a little easier if you are using multiple monitors, where the document to be uploaded is on one monitor, and your case is on another, but it will work just as well using a single monitor.

2. If using multiple monitors and the document is on a different monitor from the one displaying your case, drag the document from its location over to the case. If using a single monitor, “drag” the document to the browser icon (usually Google Chrome) located at the bottom of your screen.

3. If using a single monitor, your case will be displayed automatically (case opens) as soon as the document hovers over the Chrome icon.

    

4. “Drop” the document in the middle of the screen.

    

5. As soon as the document is “dropped”, the “Add New Document(s)” dialog box opens.

6. Complete the required information (Document Category, Document Sub-Category, From, To, etc.) as appropriate, and then click the “Save” button when finished.
   
   

TIP: See TIP#174 – Modify Your Browser Settings To Quickly Attach Downloaded Documents To SmartAdvocate