Add Document to the Case
The Cases can be supplemented with all related documentation, such as lawsuits, appeals, rulings, contracts, and other attachments.
The documents are securely stored in the Documentation.
This chapter describes how to add document to existing Case.
After logging into the PANTHEON Web Legal, the responsible person selects the module Cases and selects the Case to which they want to add a Event.
The Case is opened by clicking on the Internal No.
This opens a form Case Details.
In the next step, the user adds Documentation to the Case.
A case-related document, such as for example the court summons to respond to the lawsuit is added into Documentation..
This is done by selecting the Documents tab on the Case.
A listo of Case related Documents is displayed.
A new document is created by clicking on New button.
In the form, select the appropriate classification and add any other information about the file.
Attach the desired file.
After entering all the data, in the next step, the Document is saved.
After entering the data, the Document is saved.
This is done by clicking the Save button.
The document will then appear in the document list.
In the following steps Events can be added to the Case, and Financials can be reviewed.