Referencing a document from a case

You can reference a new or existing document from a case when the document contains information that is relevant to the case. For example, you can reference a document that describes the job profile of a candidate from a Hiring case.

• To reference a new document from a case, do the following actions:
  1. In the Recent documents section of the case, click the Add document icon and select New document.
     Result: The Create a new document page opens.
  2. Create and publish the document.
• To reference an existing document from a case, do the following actions:
  1. In the Recent documents section of the case, click the Add document icon and select Existing document.
     Result: The Manage documents dialog box opens
  2. In the field that is displayed, press the Down Arrow key and select a document.
  3. Click Add.