A. Add a Memo Note

Important Note: You must proceed to the next stage of the process after completing the steps below. This method Does not Auto Escalate.

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B. Upload a New Document

Important Note: This method auto-escalates if you do not continue on to stage 3 of the process.

To upload a new document, you can add a new Work Item via client documents or attach a document to the Work Item.

Option 1: Add New Work Item Client Documents

Warning: THIS METHOD REQUIRES INDEXING

ONLY use this method to upload documents if the document is NEW and had no previous barcodes associated with it. This method will not auto-index, even if you accidentally scanned a barcode here.

Option 2: Attach Documents

C. Overwrite an Existing Document

There are two ways that you can overwrite an existing document.

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A. Add a Memo Note

B. Upload a New Document

Option 1: Add New Work Item Client Documents

Option 2: Attach Documents

C. Overwrite an Existing Document

Option 1: New > Upload File Link

Option 2: Check-In a New Document Version

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