Uploading/Downloading Documents & Videos to ProDocs

Uploading/Downloading Documents & Videos to ProDocs

Locate the Associated Documents bar from the Case view:

Select upload:

From this window you can set: document category, set document flags, drag and drop, or click Upload to bring up a file explorer selection. Note: depending on the document size, it may take longer for some larger documents to upload and you will get a progress bar for each.

Once the upload is complete, the documents will display in the associated documents section. These can now be downloaded by selecting a document and clicking the download button from the doc viewer window:

For downloading multiple documents, use the check boxes to select the desired documents then click download from the associated documents bar. This will provide a compressed zip download containing the selected documents.

More information about this topic can be found at https://resources.agisent.com/videos.
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