PlanStreet allows documents to be attached in two ways:
- Directly to an Activity Card
- Through the Documents tab
Choose the option based on whether the document is activity-specific or general to the case.
Attach Documents to an Activity
Use this option when a document is related to a specific activity.
Steps:
- Click Cases in the left navigation panel.
- Select the case you want to work on.
- From the Case Board, click on the activity where the document should be attached.
- In the Activity Detail screen, click the Edit icon.
- Scroll to the Attachments section.
- Upload the file using one of the following methods:
- Drag and drop the file into the attachment area
- Click Upload, select the file from your computer, and click Open
- Click Save to apply the changes.
Attach Documents Using the Documents Tab
Use the Documents tab for files that are not tied to a specific activity (for example, general forms or reference documents). It is a universal location for all case-related files. Documents uploaded through activities, forms, profile photos, or direct uploads are all visible here.
Steps:
- Open the case and navigate to the Documents tab.
- Click Add and choose one of the following options:
- Upload Files
- Upload Folder
- Create New Folder
- Upload and organize files as needed.