Adding Documents to an Operation

You can upload documents to an operation or variation so users can view them in a separate window while performing the operation. They’ll appear as a LINK on the Operations list for the case.

There’s no limit to the type of file you can upload, but we do recommend a maximum of 5 MB per file.

See also: 

To add a document: 

• Search for the operation on the Operations page, and select its name from the Name column to open the Operation Details.
  • If adding the document to a variation, select the variation’s name from the list to open the Variation Details.
• In the Documents section, click BROWSE DOCUMENT.
• Search for and select the file, then click Open.
• Enter a Document Title.
• Click UPLOAD.

If the upload is successful, the file will appear in the Uploaded Documents section.

To remove a document from an operation:

• Search for the operation on the Operations page, and select its name from the Name column to open the Operation Details.
  • If removing the document from a variation, select the variation’s name from the list to open the Variation Details.
• In the Uploaded Documents section, look for the file you want to remove.
• Click the trash icon next to it. 

When the modal displays to ask you to confirm, click OK.