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. 

      Maximum File Size: As of the latest update, the maximum file size for attachments that can be uploaded in Casebook is 100 MB.

      Recommendations: 

      1. File Size Consideration:

        • Keep in mind that attachments exceeding the 100 MB limit will not be accepted by the system.

      2. Optimizing Attachments:

        • To ensure smooth uploading and efficient use of storage, consider optimizing files before attaching them. Compression or resizing can be useful for large documents.
        • Use Standard File Formats: PDF (Portable Document Format) is the preferred file format for uploaded attachments due to its compatibility with most PDF viewers and its ability to maintain formatting across different devices.
        • Maintain Consistent Contrast: Ensure a clear contrast between the text and the background of scanned documents. This enhances readability and reduces the risk of text blending into the background.

      How to Check File Size: To check the size of a file before uploading, follow these steps:

      1. On Windows:

        • Right-click on the file, select "Properties," and view the "Size" information.

      2. On Mac:

        • Right-click (or Control-click) on the file, select "Get Info," and check the "Size" section.

      3. On Mobile Devices:

        • Use the file management or gallery app to view file details.

       

      Frequently Asked Questions:

      Q: What happens if I try to upload a file exceeding the 100 MB limit?

      A: The system will reject the file, displaying an error message. Ensure that your attachments are within the specified limit.

      Q: Can the maximum file size be increased?

      A: As of now, the maximum file size is set at 100 MB. For any changes or inquiries regarding this limit, please contact Casebook support.