Skip to Content
    ↑ ↓ to move Enter to open Esc to close
    How-to

    Document a case or a hearing

    Verified on for version 19.0.1.0.7
    Updated Markdown
    On this page

    When Cases is installed, a Work Documentation tab appears on every case and every hearing. A document written there is linked to it, and the standalone app shows the link too. Consultations and executions get the same tab when their apps are installed.

    Before you start

    • You need the User: Own Documents access right on Work Documentation, which shows the tab, and access to the case.

    Write a document from a case

    1. Open the case from Cases/Cases and open the Work Documentation tab. It lists the documents of the case with their number, subject, type, author, date and status.
    2. Click Add a line. The document opens in a window, Create Documents.
    The Work Documentation tab of a case; Add a line writes a document for it.The Work Documentation tab of a case; Add a line writes a document for it.
    The Work Documentation tab of a case; Add a line writes a document for it.
    1. Fill the Subject and the Type, write the Content, then click Save & Close.
    The document opens in a window over the case, with its subject and type.The document opens in a window over the case, with its subject and type.
    The document opens in a window over the case, with its subject and type.
    1. The document appears in the tab. Save the case.
    The new document in the tab of the case, with its status.The new document in the tab of the case, with its status.
    The new document in the tab of the case, with its status.

    The same tab exists on a hearing: a document written there is linked to the hearing.

    • The Other Info tab of the document shows the Case or the Hearing, and its Source holds their number, CA/2026/0005 or TR/2026/0001. You can change the link there from the standalone app.
    • Sending, approving and printing work the same way as for any document; the to-dos go to the approvers of the type.
    • The document also appears in Work Documentation/Documents, found by its subject or its type.

    FAQ

    I do not see the Work Documentation tab.

    The tab is shown to users of Work Documentation only. Ask your administrator for the User: Own Documents access right.

    Does the client see the documents?

    No. Work documents are internal; nothing of them reaches the client portal.

    Related pages
    Your first work documentSet up document types and approversWork Documentation automations

    Was this page helpful?

    Thank you for your feedback.