- Knowledge Base
- Getting Started With Casebook
- Getting Started for New Users
Attachments
Users can attach documents like PDFs, images, and MP4 audio files to provider records, cases, and intake reports. They can include any relevant documents, such as a copy of a driver’s license or a training certificate.
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.
- Select Open.