Getting Started for New Users
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      3. Getting Started for New Users

      Attachments

      Attachments can be uploaded to an Intake Report, a Case Record, a Provider Record, and a Person Profile.

      Users can attach documents like PDFs, images, and MP4 audio files to records. Attachments are a great way to document relevant files, such as a copy of a driver’s license or a training certificate. Think of them as your digital file cabinet. 

      How to Add an Attachment

      • Select the plus icon towards the right-hand side of the Attachments section. This will open your computer's file explorer.
      • Select the file you want to upload. You can choose one file or multiple files to upload into Casebook. 
      • Select Open.

      Note: Please note that attachments will only live on the record you uploaded them to. Its best practice to upload the attachment to the record where you will need to access it the most. For example, we suggest uploading an ID to a Person Profile instead of a Case because this type of attachment is more closely related to the person.