How do I upload external documents into CAS 360?
Users are able to upload their own documents and save them into CAS 360.
|From the Main Toolbar, go to Documents||
To upload a document, select:
The Upload Document screen will display.
|Attach documents to existing Company||
Selectthis option to upload the documents for the currently selected company.
You will then need to select a company.
|Attach documents to existing Trust||
Selectthis option to upload documents for an existing trust.
You will then need to select a trust.
|Document Name||Input a name for the document or document pack.|
|Document Status||Select a status from the list.|
|Status Date||Input the date for the status.|
|Document Date||Input the date for the document.|
Drag and drop the files you wish to upload.
Alternatively, select Browse and pick the document(s) you want to upload.
Press and hold the CRTL key on your keyboard and click on the files to select multiple documents at a time.
Select Save to upload the selected documents.
|Select Cancel to exit out the screen without saving.|