Referencing a document from a case

You can reference a new or existing document from a case when the document contains information that is relevant to the case. For example, you can reference a document that describes the job profile of a candidate from a Hiring case.

• To reference a new document from a case, do the following actions:
  1. In the Recent documents section of the case, click the Add document icon and select New document.
     The Create a new document page opens.
  2. Create and publish the document.
• To reference an existing document from a case, do the following actions:
  1. In the Recent documents section of the case, click the Add document icon and select Existing document.
     The Manage documents dialog box opens
  2. In the field that is displayed, press the Down Arrow key and select a document.
  3. Click Add.