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Upload Documents to a Case
Case Management

Follow these steps to add a document to a client’s case file in ESCASES.

  1. Log into your ESCASES portal.
  2. Open the navigation menu. 
  3. Select “Client Management”.
  4. Select the appropriate program.
  5. Locate the profile you wish to view.
  6. Click the arrow next to their name to expand the profile.
  7. Click on the profile information to open their profile.
  8. Select the appropriate action plan.
  9. Select the “Documents” tab.
  10. Click the “Upload Files” button.
  11. Select files or drag-and-drop your documents into the window.
  12. Select the appropriate tag.
  13. Click the “Submit” button.

Congratulations! You have uploaded a new case document.

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