Built-in task rows are set up to accommodate uploading certain types of documents. For example, on a Transfer of Supervision case, there is a task row to upload the "Legal and Social History." But, you can also add new task rows to upload other supporting documentation to a case.
- To do this, click the document + icon on any task section header (light blue bar).
- A new task line will appear. Rename the description by clicking the edit icon.
- After renaming the task description to indicate the type of document, click the save icon.
- Upload the document.
This method will ensure that the other state will be able to easily identify and view the document, and it will ensure that the document will be included in the compressed zip file if you are downloading all case documents from the Case Task section.