Documents Tab

For each of the Work details pages, there is a tab that shows the documents associated with that particular case, process, or task.

230A document tab flat

The documents tab includes a switch control labeled Folders that is used to control whether or not to show the hierarchy of folders. By default the folder hierarchy is disabled; thus all the files associated with that work item are shown in a flat list as shown above. If the Folders switch control is enabled, the view shows folders under that case folder. As seen in the next example, we see the task folder where contains the sample.doc file.

230B document tab folders

In either view, we can upload files directly to the work item folder, and if the Folders switch is active we can create folders too.