File Upload
This tutorial walks you through uploading a document for a case.
Navigate to Cases
Navigate to the Cases page by clicking Cases
in the left hand navigation bar.
Select your Case
Once on the Cases page, click on the Sample Case
by hovering over the respective row and clicking Open
.
Go to Documents Tab
This is a sample sexual harassment case with details in the Case Information tab. Navigate to the Documents tab by clicking Documents
. Here we have sample documents for this case.
Download this Sample Document
Download this Sample Document to your computer.
Upload the Sample Document
Click the +Add
button under the File
column. Select the SampleDocument.pdf
that you just downloaded. Within a few seconds, you will s
ee the various columns populate with tags.
Congratulations! You just uploaded a document and extracted out case tags - easy as that! In production, TensorCase can support multiple file uploads, drive integrations (e.g. SharePoint, Dropbox, Google Drive), email attachment uploads, and more coming soon.