Documents are images or documents that are scanned in or attached to a case record and stored in the imaging system. This also includes any forms merged and generated from a data record. These documents do not include the generic document forms that can be merged with data from a Case Manager database.

Imaging is the ability to scan and/or attach a document to a data element. This feature allows scanning, attaching, viewing, and/or relating documents to various data elements (Events, Exhibits, etc.).

The Documents tab is on all case records. Through this tab, view and add the documents and the related versions that have been scanned in or attached to the record. The document and document version information may also be modified. However, changes may not be made to documents attached to a record.

Use a mass import option to link one or more documents to individual case records.