Uploading a file
Upload a file when creating a new case (drag-drop or browse), or attach one to an existing case from the Edit Case form. A category is required either way.
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Upload a file when creating a new case (drag-drop or browse), or attach one to an existing case from the Edit Case form. A category is required either way.
What you need
- Edit access to the workspace
- At least one file category in the workspace (templates declare these — see Creating and managing categories)
- A PDF or image file
Path 1 — upload while creating a case
- From the dashboard toolbar, open the Create New Case modal.
- Drag a file into the dropzone, or click to browse.
- Pick a File Category from the dropdown.
- Optionally type a case identifier or description.
- Click Create Case. The file is uploaded and queued for template extraction.
Path 2 — attach a file to an existing case
- Open the case and click Edit.
- In the Upload File section, choose a file via the file picker.
- Pick a File Category.
- Optionally add a description.
- Click Upload to Case. The file is uploaded immediately — you don't need to click Save Changes for the upload itself.
Fileacme-invoice-0412.pdf
Size187 KB
CategoryVendor Invoice
Routed to caseINV-2026-0412