Follow these steps to add a document to a client’s case file in ESCASES.
- Log into your ESCASES portal.
- Open the navigation menu.
- Select “Client Management”.
- Select the appropriate program.
- Locate the profile you wish to view.
- Click the arrow next to their name to expand the profile.
- Click on the profile information to open their profile.
- Select the appropriate action plan.
- Select the “Documents” tab.
- Click the “Upload Files” button.
- Select files or drag-and-drop your documents into the window.
- Select the appropriate tag.
- Click the “Submit” button.
